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Name Holding Trade Value Shares
Change 		Change in
Stake
BTD
2326
BankPlus Trust Department
Mississippi
$402K +$371K +4,510 New
CPCM
2327
Cardinal Point Capital Management
Ontario, Canada
$402K +$371K +4,510 New
NWMG
2328
Nicholson Wealth Management Group
South Carolina
$401K – – –
CBTWT
2329
Community Bank & Trust (Waco, Texas)
Texas
$401K -$41.2K -500 -10%
USWIA
2330
UP Strategic Wealth Investment Advisors
Pennsylvania
$400K +$132K +1,600 +55%
FFG
2331
Fortem Financial Group
California
$398K +$55.1K +670 +18%
RMCM
2332
Reynders McVeigh Capital Management
Massachusetts
$398K +$9.88K +120 +3%
PAS
2333
PKS Advisory Services
New York
$398K +$367K +4,460 New
T
2334
Tidemark
California
$397K +$3.29K +40 +0.9%
LWP
2335
LeClair Wealth Partners
Ohio
$396K +$365K +4,440 New
PPW
2336
Pasadena Private Wealth
California
$395K +$1.65K +20 +0.5%
SDIC
2337
South Dakota Investment Council
South Dakota
$395K -$1.27M -15,380 -78%
LA
2338
LexAurum Advisors
Kansas
$394K +$49.4K +600 +16%
LWM
2339
Lighthouse Wealth Management
Ohio
$394K +$364K +4,420 New
IHL
2340
Investment House LLC
California
$392K – – –
SFC
2341
Strategic Financial Concepts
Texas
$392K +$83.1K +1,010 +30%
MHR
2342
Matthew Hamilton Rosenberg
$391K -$19.8K -240 -5%
PBF
2343
Petix & Botte Financial
California
$390K – – –
CFD
2344
Creative Financial Designs
Indiana
$390K +$32.1K +390 +10%
HDA
2345
Harold Davidson & Associates
California
$390K +$361K +4,380 New
GBWM
2346
Granite Bay Wealth Management
New Hampshire
$388K -$16.5K -200 -4%
AL
2347
ACAS LLC
California
$387K -$385K -4,680 -55%
AA
2348
Armis Advisers
Georgia
$387K +$357K +4,340 New
PA
2349
Prossimo Advisors
California
$386K -$23.9K -290 -6%
JCFM
2350
JBR Co Financial Management
Oklahoma
$386K +$12.3K +150 +4%
92 93
94
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