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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
1301
Beaton Management Company
Massachusetts
$226K +$229K +2,600 New
VFM
1302
Vision Financial Markets
Connecticut
$226K +$88 +1 +0%
DWM
1303
Drive Wealth Management
Utah
$225K +$6.25K +71 +3%
GS
1304
GTS Securities
Florida
$224K +$9.25K +105 +4%
EFSCE
1305
Enterprise Financial Services Corp (EFSC)
Missouri
$224K +$3.61K +41 +2%
RCA
1306
Ranch Capital Advisors
Florida
$224K +$88 +1 +0%
CA
1307
CGN Advisors
Kansas
$223K -$440 -5 -0.2%
BLFG
1308
Brian Low Financial Group
Louisiana
$223K – – –
SWP
1309
Strategic Wealth Partners
Ohio
$223K – – –
LT
1310
Legacy Trust
Michigan
$223K +$3.52K +40 +2%
CWA
1311
Cura Wealth Advisors
Illinois
$222K +$25.5K +290 +13%
CG
1312
Clarus Group
Texas
$221K +$1.23K +14 +0.6%
PW
1313
PUREfi Wealth
Massachusetts
$221K +$3.88K +44 +2%
TWP
1314
Triad Wealth Partners
Kansas
$220K +$23.1K +262 +12%
SFG
1315
Southern Financial Group
Alabama
$220K -$34.8K -395 -14%
GC
1316
Granville Capital
North Carolina
$220K -$3.88K -44 -2%
LWCFA
1317
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$220K – – –
RBWA
1318
RFG - Bristol Wealth Advisors
Massachusetts
$219K +$176 +2 +0.1%
AF
1319
AtlasMark Financial
Texas
$219K +$222K +2,516 New
SP
1320
Stablepoint Partners
Massachusetts
$218K – – –
MA
1321
MCF Advisors
Kentucky
$218K – – –
AFG
1322
Artesa Financial Group
Texas
$217K +$352 +4 +0.2%
PBC
1323
Pavion Blue Capital
California
$217K – – –
KBFS
1324
Kohmann Bosshard Financial Services
Ohio
$217K – – –
DI
1325
Disciplined Investors
Texas
$216K -$4.14K -47 -2%
51 52
53
54 55