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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
2126
Physicians Financial Services
North Carolina
$673K -$22K -250 -3%
WG
2127
Wealth Group
North Carolina
$673K +$338K +3,840 +69%
FNA
2128
First National Advisers
Nebraska
$673K +$35K +397 +4%
FCG
2129
Fielder Capital Group
Tennessee
$672K -$72.2K -820 -8%
CPSC
2130
Carl P. Sherr & Co
Massachusetts
$671K -$638K -7,243 -44%
HIC
2131
Holderness Investments Company
North Carolina
$671K -$125K -1,421 -13%
PAA
2132
Peregrine Asset Advisers
Oregon
$669K -$6.17K -70 -0.7%
WSA
2133
Wealth Science Advisors
Georgia
$668K +$784K +8,906 +1,966%
AWMT
2134
AAFMAA Wealth Management & Trust
North Carolina
$666K -$113K -1,286 -12%
AW
2135
Alteri Wealth
California
$665K -$788K -8,944 -49%
AF
2136
Advisornet Financial
Minnesota
$663K -$105K -1,194 -11%
HCA
2137
Harbour Capital Advisors
Virginia
$663K -$37.9K -430 -5%
DSC
2138
Duncker Streett & Co
Missouri
$660K -$219K -2,485 -21%
FDS
2139
First Dallas Securities
Texas
$660K -$194K -2,200 -19%
MWA
2140
Monograph Wealth Advisors
California
$660K – – –
APW
2141
Allied Private Wealth
Florida
$658K +$766K +8,703 New
EL
2142
Essex LLC
Illinois
$658K -$2.64K -30 -0.3%
SWM
2143
SHP Wealth Management
Massachusetts
$657K +$99.2K +1,126 +14%
JWM
2144
Jupiter Wealth Management
Colorado
$657K -$106K -1,200 -12%
BOPW
2145
Brandywine Oak Private Wealth
Pennsylvania
$652K -$6.17K -70 -0.8%
MBT
2146
Montecito Bank & Trust
California
$652K -$65.3K -742 -8%
SSC
2147
Syverson Strege & Co
Iowa
$650K -$33.2K -377 -4%
TIA
2148
Tiemann Investment Advisors
California
$650K -$125K -1,425 -14%
DW30
2149
Drucker Wealth 3.0
New Jersey
$649K +$2.64K +30 +0.3%
SMFG
2150
Sumitomo Mitsui Financial Group
Japan
$648K +$486K +5,519 +155%
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