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Name Holding Trade Value Shares
Change
Change in
Stake
PGF
4201
Plan Group Financial
Oklahoma
$222K +$178K +2,460 New
DMBA
4202
Deseret Mutual Benefit Administrators
Utah
$221K -$42K -580 -19%
HFBOT
4203
Home Federal Bank of Tennessee
Tennessee
$221K +$178K +2,450 New
AWM
4204
Act Wealth Management
Texas
$221K +$177K +2,440 New
SPL
4205
Smart Portfolios LLC
Washington
$220K +$177K +2,440 New
HA
4206
Hamel Associates
New Jersey
$220K +$176K +2,430 New
WCWM
4207
Willow Creek Wealth Management
California
$220K +$176K +2,430 New
PWM
4208
Penobscot Wealth Management
Maine
$219K +$175K +2,420 New
HWA
4209
Hilltop Wealth Advisors
North Carolina
$219K +$175K +2,420 New
SIAS
4210
Summit Investment Advisory Services
Minnesota
$219K +$175K +2,420 New
RWA
4211
Redmont Wealth Advisors
Illinois
$218K +$175K +2,410 New
WC
4212
Wynn Capital
Georgia
$215K +$173K +2,380 New
BWCS
4213
Beirne Wealth Consulting Services
Connecticut
$214K -$934K -12,880 -84%
SCA
4214
St. Clair Advisors
Ohio
$214K -$137K -1,890 -44%
KAM
4215
Kraft Asset Management
Tennessee
$214K +$172K +2,370 New
BHBT
4216
Burke & Herbert Bank & Trust
Virginia
$213K +$171K +2,360 New
PP
4217
Pacifica Partners
Canada
$213K
HAI
4218
Hennessy Advisors Inc
California
$212K +$170K +2,350 New
M
4219
MYeCFO
California
$212K +$170K +2,350 New
OF
4220
Outfitter Financial
Maine
$212K +$170K +2,350 New
EWG
4221
Executive Wealth Group
Washington
$212K +$181K +2,500 New
TBNY
4222
Trustco Bank (New York)
New York
$211K +$170K +2,340 New
BWG
4223
Balanced Wealth Group
Ohio
$210K +$172K +2,370 New
GCM
4224
Gibraltar Capital Management
Oklahoma
$210K +$168K +2,320 New
AG
4225
Advocate Group
Minnesota
$210K +$168K +2,320 New