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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1676
Florida Financial Advisors
Florida
$628K +$81.8K +1,310 +16%
WP
1677
WMS Partners
Maryland
$628K -$9.99K -160 -2%
MAM
1678
McCarthy Asset Management
California
$628K – – –
KCIC
1679
Kuhn & Co Investment Counsel
Illinois
$626K -$94.3K -1,510 -14%
CH
1680
Canton Hathaway
Rhode Island
$624K – – –
BPWM
1681
Badgley Phelps Wealth Managers
Washington
$623K -$26.9K -430 -4%
RWP
1682
Revolve Wealth Partners
New Jersey
$621K -$13.1K -210 -2%
PWP
1683
Pursue Wealth Partners
California
$620K – – –
APW
1684
Aurora Private Wealth
New Jersey
$620K +$16.9K +270 +3%
EWM
1685
Elite Wealth Management
Washington
$620K +$2.5K +40 +0.4%
FMWA
1686
Forvis Mazars Wealth Advisors
Missouri
$618K -$36.2K -580 -6%
TFGT
1687
TS Financial Group (TSFG)
Illinois
$618K +$64.3K +1,030 +13%
SAM
1688
SignalPoint Asset Management
Missouri
$616K -$6.87K -110 -1%
JIR
1689
James Investment Research
Ohio
$615K -$7.5K -120 -1%
DSC
1690
Duncker Streett & Co
Missouri
$613K +$3.12K +50 +0.6%
JCM
1691
Jacobi Capital Management
Pennsylvania
$613K -$2.5K -40 -0.4%
MIP
1692
Marietta Investment Partners
Wisconsin
$611K +$340K +5,450 +151%
WTC
1693
WhitTier Trust Company
Nevada
$610K +$114K +1,820 +25%
ATC
1694
Adirondack Trust Company
New York
$610K – – –
PHIC
1695
Pine Haven Investment Counsel
Massachusetts
$609K – – –
OWA
1696
ORBA Wealth Advisors
Illinois
$608K +$4.37K +70 +0.8%
PPWM
1697
Paragon Private Wealth Management
Kentucky
$608K +$11.2K +180 +2%
VW
1698
Vance Wealth
California
$608K +$15K +240 +3%
SIA
1699
Strategic Investment Advisors
Michigan
$607K +$147K +2,360 +36%
VBCG
1700
Valley Brook Capital Group
Pennsylvania
$606K +$28.1K +450 +5%
66 67
68
69 70