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Name Holding Trade Value Shares
Change 		Change in
Stake
B
1601
Bellecapital
Switzerland
$221K – – –
BWM
1602
Blossom Wealth Management
California
$220K – – –
PMFA
1603
Plante Moran Financial Advisors
Michigan
$220K – – –
T
1604
Tidemark
California
$220K – – –
RBC
1605
Roble Belko & Company
Pennsylvania
$220K – – –
SFG
1606
SevenBridge Financial Group
Pennsylvania
$219K +$202K +1,380 New
NRG
1607
Nemes Rush Group
Michigan
$218K +$80.7K +550 +66%
ANTB
1608
AMG National Trust Bank
Colorado
$217K -$21.3K -145 -10%
DA
1609
DSC Advisors
Illinois
$217K -$16.1K -110 -7%
AWA
1610
Amplius Wealth Advisors
Pennsylvania
$217K -$6.6K -45 -3%
LFG
1611
Larson Financial Group
Missouri
$217K -$2.94K -20 -1%
MSA
1612
Marino Stram & Associates
Massachusetts
$217K +$202K +1,380 New
WP
1613
Westmount Partners
California
$217K -$55K -375 -21%
FAM
1614
Formidable Asset Management
Ohio
$216K +$36K +245 +22%
WWS
1615
Wellington Wealth Strategies
Indiana
$216K +$202K +1,375 New
IWP
1616
Insight Wealth Partners
Texas
$215K +$200K +1,365 New
OWA
1617
Opal Wealth Advisors
New York
$213K -$17.6K -120 -8%
TFIPS
1618
Towarzystwo Funduszy Inwestycyjnych PZU SA
$213K – – –
SIMG
1619
Sonora Investment Management Group
Arizona
$213K – – –
NF
1620
Nvest Financial
New Hampshire
$212K +$198K +1,350 New
PFA
1621
Pathway Financial Advisors
Vermont
$212K – – –
EL
1622
EWA LLC
Pennsylvania
$211K +$202K +1,380 New
KL
1623
KilterHowling LLC
Colorado
$211K – – –
AHL
1624
Abel Hall LLC
Louisiana
$211K +$197K +1,340 New
RCG
1625
Regatta Capital Group
California
$209K – – –
63 64
65
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