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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1701
Proffitt & Goodson
Tennessee
$393K -$712 -7 -0.2%
OPTFSNA
1702
Old Point Trust & Financial Services N A
Virginia
$392K – – –
TPW
1703
Transatlantique Private Wealth
New York
$392K +$8.85K +87 +2%
OWM
1704
Opes Wealth Management
California
$390K -$4.88K -48 -1%
VCA
1705
Verdence Capital Advisors
Maryland
$390K +$102 +1 +0%
WP
1706
WMS Partners
Maryland
$389K +$50.3K +494 +14%
WP
1707
Westmount Partners
California
$389K -$32.2K -317 -7%
LFA
1708
Legacy Financial Advisors
Kentucky
$387K -$148K -1,459 -26%
GF
1709
Gries Financial
Ohio
$387K -$50.3K -494 -11%
PWW
1710
Pettyjohn Wood & White
Virginia
$384K – – –
FG
1711
Foster Group
Iowa
$384K -$509 -5 -0.1%
PFP
1712
Paragon Financial Partners
California
$382K – – –
LAM
1713
L2 Asset Management
Massachusetts
$382K +$35.5K +349 +9%
CMP
1714
Coston McIsaac & Partners
Maine
$382K +$134K +1,315 +48%
NQWM
1715
Northwest Quadrant Wealth Management
Oregon
$382K +$104K +1,018 +33%
IW
1716
Imprint Wealth
South Carolina
$382K +$420K +4,125 New
NHC
1717
Nicholas Hoffman & Company
Georgia
$382K -$6.71K -66 -2%
CVA
1718
Central Valley Advisors
California
$381K -$15.4K -151 -4%
WPA
1719
West Paces Advisors
Georgia
$379K -$31.8K -313 -7%
WA
1720
Wambolt & Associates
Colorado
$378K – – –
CA
1721
Cornerstone Advisory
Maryland
$378K -$26.9K -264 -6%
MCM
1722
Monarch Capital Management
Indiana
$377K – – –
DAM
1723
Doheny Asset Management
California
$377K +$202K +1,989 +98%
NCM
1724
Narwhal Capital Management
Georgia
$376K -$57.6K -566 -12%
WFO
1725
Wealthgate Family Office
Colorado
$376K – – –
67 68
69
70 71