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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1751
Jacobsen Capital Management
Utah
$339K -$2.92K -17 -0.8%
FCBT
1752
First Citizens Bank & Trust
North Carolina
$338K +$62.6K +365 +20%
CA
1753
Continuum Advisory
Idaho
$337K +$133K +773 +54%
ML
1754
McAdam LLC
Pennsylvania
$337K +$52K +303 +16%
WPA
1755
Wealth Preservation Advisors
Tennessee
$337K -$17.2K -100 -4%
CNBOF
1756
City National Bank of Florida
Florida
$336K +$65.5K +382 +21%
PB
1757
Pinnacle Bancorp
Nebraska
$335K – – –
HBW
1758
Hazlett, Burt & Watson
West Virginia
$332K +$36.9K +215 +11%
FI
1759
Finivi Inc
Massachusetts
$332K -$16.3K -95 -4%
GLA
1760
Great Lakes Advisors
Illinois
$331K -$156K -911 -30%
MA
1761
MONECO Advisors
Connecticut
$330K +$42K +245 +13%
LEA
1762
Legacy Edge Advisors
New York
$328K -$3.43K -20 -0.9%
PWSG
1763
Pacific Wealth Strategies Group
California
$327K +$102K +595 +39%
MM
1764
MQS Management
New York
$326K +$365K +2,130 New
AWM
1765
Accurate Wealth Management
Florida
$325K -$66.7K -389 -15%
BNA
1766
BankChampaign National Association
Illinois
$325K +$364K +2,120 New
PAS
1767
Parsonex Advisory Services
Colorado
$324K -$4.97K -29 -1%
CT
1768
ClearAlpha Technologies
Connecticut
$323K +$362K +2,108 New
CSPIA
1769
Cary Street Partners Investment Advisory
Virginia
$320K +$25.2K +147 +8%
NWM
1770
Northwest Wealth Management
Iowa
$320K +$359K +2,090 New
VAG
1771
VisionPoint Advisory Group
Texas
$320K +$1.89K +11 +0.5%
RWM
1772
Revisor Wealth Management
Ohio
$319K +$202K +1,178 +99%
RPWA
1773
Regent Peak Wealth Advisors
Georgia
$319K +$3.43K +20 +1%
BFG
1774
Birch Financial Group
New Hampshire
$316K +$9.95K +58 +3%
PA
1775
ProCore Advisors
California
$315K +$353K +2,056 New
69 70
71
72 73