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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1726
Catalyst Financial Partners
Massachusetts
$439K +$93.3K +759 +27%
KFP
1727
KMG Fiduciary Partners
Ohio
$438K -$1.77M -14,372 -80%
IP
1728
Investment Partners
Ohio
$436K -$59K -480 -12%
CWS
1729
Confluence Wealth Services
Pennsylvania
$434K +$2.95K +24 +0.7%
KLCM
1730
KG&L Capital Management
Louisiana
$434K -$23.4K -190 -5%
DC
1731
Diametric Capital
Massachusetts
$434K +$435K +3,540 New
GA
1732
Geller Advisors
New York
$434K +$27.7K +225 +7%
CBFP
1733
Cedar Brook Financial Partners
Ohio
$433K +$25.3K +206 +6%
GWSG
1734
GPS Wealth Strategies Group
Colorado
$433K +$434K +3,527 New
GHAM
1735
Gilman Hill Asset Management
Connecticut
$432K – – –
AIM
1736
Anchor Investment Management
South Carolina
$431K -$29.3K -238 -6%
CWM
1737
Connecticut Wealth Management
Connecticut
$430K +$18.3K +149 +4%
MFS
1738
Monetta Financial Services
Illinois
$429K – – –
CCG
1739
Cypress Capital Group
Florida
$429K -$632K -5,145 -60%
MWA
1740
Martel Wealth Advisors
Washington
$427K -$17.1K -139 -4%
KGC
1741
Kennon-Green & Company
Ohio
$427K +$40.3K +328 +10%
CMA
1742
Cedar Mountain Advisors
Oregon
$427K – – –
BHBT
1743
Burke & Herbert Bank & Trust
Virginia
$426K – – –
LA
1744
LVW Advisors
New York
$425K +$16.4K +133 +4%
WWM
1745
Windsor Wealth Management
Indiana
$425K -$19.7K -160 -4%
BAM
1746
Bellevue Asset Management
Washington
$423K – – –
GWANC
1747
Guardian Wealth Advisors (North Carolina)
North Carolina
$422K +$422K +3,435 New
AWM
1748
Avaii Wealth Management
Wisconsin
$422K -$5.29K -43 -1%
KW
1749
KWB Wealth
California
$422K – – –
DMBA
1750
Deseret Mutual Benefit Administrators
Utah
$421K -$20.8K -169 -5%
68 69
70
71 72