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Name Holding Trade Value Shares
Change 		Change in
Stake
KCIC
1676
Kuhn & Co Investment Counsel
Illinois
$626K -$94.3K -1,510 -14%
CH
1677
Canton Hathaway
Rhode Island
$624K – – –
BPWM
1678
Badgley Phelps Wealth Managers
Washington
$623K -$26.9K -430 -4%
RWP
1679
Revolve Wealth Partners
New Jersey
$621K -$13.1K -210 -2%
PWP
1680
Pursue Wealth Partners
California
$620K – – –
APW
1681
Aurora Private Wealth
New Jersey
$620K +$16.9K +270 +3%
EWM
1682
Elite Wealth Management
Washington
$620K +$2.5K +40 +0.4%
FMWA
1683
Forvis Mazars Wealth Advisors
Missouri
$618K -$36.2K -580 -6%
TFGT
1684
TS Financial Group (TSFG)
Illinois
$618K +$64.3K +1,030 +13%
SAM
1685
SignalPoint Asset Management
Missouri
$616K -$6.87K -110 -1%
JIR
1686
James Investment Research
Ohio
$615K -$7.5K -120 -1%
DSC
1687
Duncker Streett & Co
Missouri
$613K +$3.12K +50 +0.6%
JCM
1688
Jacobi Capital Management
Pennsylvania
$613K -$2.5K -40 -0.4%
MIP
1689
Marietta Investment Partners
Wisconsin
$611K +$340K +5,450 +151%
WTC
1690
WhitTier Trust Company
Nevada
$610K +$114K +1,820 +25%
ATC
1691
Adirondack Trust Company
New York
$610K – – –
PHIC
1692
Pine Haven Investment Counsel
Massachusetts
$609K – – –
OWA
1693
ORBA Wealth Advisors
Illinois
$608K +$4.37K +70 +0.8%
PPWM
1694
Paragon Private Wealth Management
Kentucky
$608K +$11.2K +180 +2%
VW
1695
Vance Wealth
California
$608K +$15K +240 +3%
SIA
1696
Strategic Investment Advisors
Michigan
$607K +$147K +2,360 +36%
VBCG
1697
Valley Brook Capital Group
Pennsylvania
$606K +$28.1K +450 +5%
TPWA
1698
Twin Peaks Wealth Advisors
California
$603K +$73.1K +1,170 +15%
SAM
1699
Secure Asset Management
Michigan
$602K +$55.6K +890 +11%
MCC
1700
Money Concepts Capital
Florida
$601K +$25.6K +410 +5%
66 67
68
69 70