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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1101
Cascade Financial Partners
California
$385K +$9.21K +90 +2%
HGA
1102
Hobbs Group Advisors
South Carolina
$382K +$102 +1 +0%
KDA
1103
Kraft Davis & Associates
Missouri
$380K +$5.42K +53 +1%
ACP
1104
Arcus Capital Partners
Georgia
$379K – – –
MCM
1105
Mattern Capital Management
Colorado
$378K – – –
S
1106
Sunpointe
Missouri
$378K +$4.81K +47 +1%
BBW
1107
Blue Barn Wealth
Utah
$377K +$81.9K +801 +27%
TCOO
1108
Trust Company of Oklahoma
Oklahoma
$376K +$42.3K +414 +12%
PWA
1109
PCG Wealth Advisors
Kansas
$375K -$11.3K -110 -3%
CBT
1110
Crews Bank & Trust
Florida
$372K +$379K +3,701 New
CT
1111
Caldwell Trust
Florida
$370K -$307 -3 -0.1%
HR
1112
Hardy Reed
Mississippi
$369K +$27K +264 +8%
GIA
1113
Gladstone Institutional Advisory
Florida
$368K +$375K +3,662 New
BTI
1114
Blue Trust Inc
Georgia
$366K -$224K -2,188 -37%
FWTB
1115
First Western Trust Bank
Colorado
$365K -$102 -1 -0%
IAS
1116
Investment Advisory Services
Texas
$363K +$1.02K +10 +0.3%
TAM
1117
TCP Asset Management
Ohio
$361K -$40.9K -400 -10%
AWA
1118
Arkadios Wealth Advisors
Georgia
$361K +$29.1K +284 +9%
NICM
1119
Neo Ivy Capital Management
New York
$359K -$448K -4,377 -55%
PWMAG
1120
Pinnacle Wealth Management Advisory Group
New Jersey
$356K +$9.51K +93 +3%
NME
1121
Notis-McConarty Edward
$354K – – –
PWP
1122
Principle Wealth Partners
Connecticut
$351K -$15.7K -153 -4%
BCM
1123
Birmingham Capital Management
Alabama
$351K – – –
GMA
1124
Glassy Mountain Advisors
Maryland
$351K – – –
OFG
1125
Oxford Financial Group
Indiana
$351K +$4.71K +46 +1%
43 44
45
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