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Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
2951
Principal Street Partners
Tennessee
$5.89M +$100K +545 +2%
SFG
2952
Strive Financial Group
Indiana
$5.89M -$14.7K -80 -0.2%
GFWA
2953
Grey Fox Wealth Advisors
Delaware
$5.88M +$144K +785 +2%
BFO
2954
Biltmore Family Office
North Carolina
$5.87M +$72.8K +397 +1%
KFI
2955
Key Financial Inc
Pennsylvania
$5.87M -$208K -1,134 -3%
BFS
2956
BridgePort Financial Solutions
Iowa
$5.86M -$438K -2,388 -7%
AIM
2957
Avanda Investment Management
Singapore
$5.86M +$1.93M +10,500 +45%
TCM
2958
Triumph Capital Management
Colorado
$5.86M +$1.17M +6,370 +23%
FTC
2959
Farmers Trust Company
Ohio
$5.85M +$4.8M +26,151 +353%
FWA
2960
Fulcrum Wealth Advisors
Washington
$5.85M -$327K -1,780 -5%
JTWM
2961
Jackson Thornton Wealth Management
Alabama
$5.85M -$380K -2,069 -6%
WPWM
2962
Western Pacific Wealth Management
Illinois
$5.83M -$28.4K -155 -0.5%
MWM
2963
Mattern Wealth Management
Kansas
$5.83M -$14.3K -78 -0.2%
DIM
2964
DLK Investment Management
California
$5.82M -$86K -469 -1%
TIA
2965
Trust Investment Advisors
Indiana
$5.82M -$376K -2,051 -6%
WKWM
2966
Walter & Keenan Wealth Management
Indiana
$5.8M +$4.04K +22 +0.1%
5NPW
2967
55 North Private Wealth
Florida
$5.79M +$279K +1,520 +5%
CAM
2968
Columbia Asset Management
Michigan
$5.79M +$67.9K +370 +1%
SWMG
2969
Signature Wealth Management Group
Georgia
$5.78M +$2.74M +14,958 +82%
MFWP
2970
Mosaic Family Wealth Partners
Missouri
$5.78M +$747K +4,070 +14%
MWPCG
2971
Measured Wealth Private Client Group
New Hampshire
$5.78M +$7.89K +43 +0.1%
IIA
2972
ICW Investment Advisors
Arizona
$5.77M +$479K +2,610 +9%
CGA
2973
Crescent Grove Advisors
Illinois
$5.77M -$411K -2,240 -6%
BA
2974
Ballast Advisors
Minnesota
$5.76M +$11K +60 +0.2%
AT
2975
Adelphi Trust
Florida
$5.76M -$44.6K -243 -0.7%
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