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Name Holding Trade Value Shares
Change 		Change in
Stake
NPA
3051
Nichols & Pratt Advisers
Massachusetts
$6.4M +$111K +540 +2%
TSW
3052
Three Seasons Wealth
Utah
$6.4M +$1.9M +9,253 +41%
AWMT
3053
AAFMAA Wealth Management & Trust
North Carolina
$6.4M -$136K -663 -2%
GWM
3054
Goldenstone Wealth Management
California
$6.4M +$168K +816 +3%
AI
3055
ArchPoint Investors
Florida
$6.4M +$411 +2 +0%
IA
3056
IFG Advisors
Missouri
$6.39M +$5.96K +29 +0.1%
FIB
3057
First Interstate Bank
Montana
$6.39M +$149K +724 +2%
DWML
3058
Decker Wealth Management LLC
Tennessee
$6.38M -$111K -538 -2%
LNB
3059
Ledyard National Bank
$6.38M +$860K +4,183 +15%
SFG
3060
Strive Financial Group
Indiana
$6.38M -$389K -1,894 -6%
W
3061
Wealthquest
Ohio
$6.37M +$923K +4,488 +16%
CCG
3062
Coastwise Capital Group
California
$6.36M +$526K +2,560 +9%
S
3063
SharpePoint
Arizona
$6.35M -$38K -185 -0.6%
SSA
3064
SSA Swiss Advisors
$6.33M +$366K +1,778 +6%
BAG
3065
Bridgewealth Advisory Group
California
$6.32M +$78.7K +383 +1%
BFG
3066
Bouchey Financial Group
New York
$6.31M +$636K +3,091 +11%
IWM
3067
Iams Wealth Management
Nebraska
$6.31M -$526K -2,560 -8%
RB
3068
Richmond Brothers
Michigan
$6.3M +$6.47M +31,477 New
EM
3069
ELCO Management
New York
$6.28M +$64.1K +312 +1%
LJCM
3070
Lee Johnson Capital Management
Texas
$6.28M -$973K -4,730 -13%
LPFG
3071
Landing Point Financial Group
Ohio
$6.28M -$185K -900 -3%
ATIA
3072
American Trust Investment Advisors
New Hampshire
$6.28M +$6.45M +31,371 New
RWI
3073
Red Wave Investments
Pennsylvania
$6.26M +$32.5K +158 +0.5%
MCA
3074
MSH Capital Advisors
Arizona
$6.26M +$2.3M +11,177 +56%
CWA
3075
Consilio Wealth Advisors
Washington
$6.25M +$108K +526 +2%
121 122
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