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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2126
Windsor Wealth Management
Indiana
$283K +$1.45K +7 +0.6%
HR
2127
Hayden Royal
North Carolina
$282K -$1.68M -8,122 -87%
MIC
2128
Meridian Investment Counsel
California
$282K -$20.7K -100 -8%
VFG
2129
V2 Financial group
Illinois
$281K +$249K +1,200 New
CCM
2130
Cox Capital Management
Massachusetts
$281K – – –
IP
2131
Investment Partners
Ohio
$281K +$249K +1,200 New
DWM
2132
Dorchester Wealth Management
Quebec, Canada
$280K – – –
DBT
2133
Dubuque Bank & Trust
Iowa
$280K +$248K +1,195 New
SGK
2134
Steigerwald Gordon & Koch
Virginia
$279K +$247K +1,190 New
DJYG
2135
David J. Yvars Group
Florida
$278K +$246K +1,185 New
CFO
2136
Collective Family Office
Pennsylvania
$277K +$245K +1,182 New
TA
2137
Trellis Advisors
Washington
$276K +$3.11K +15 +1%
LF
2138
Lantz Financial
Illinois
$276K +$32.1K +155 +15%
PBC
2139
Pavion Blue Capital
California
$275K – – –
KIG
2140
Kowal Investment Group
Wisconsin
$275K +$240K +1,159 New
ACA
2141
Affinity Capital Advisors
California
$274K +$10.4K +50 +4%
GWS
2142
Glassman Wealth Services
Virginia
$274K +$52.6K +254 +28%
BWA
2143
Beam Wealth Advisors
Louisiana
$273K -$216K -1,043 -47%
IAA
2144
Ironsides Asset Advisors
North Carolina
$273K +$242K +1,167 New
HWA
2145
HHM Wealth Advisors
Tennessee
$271K +$87K +420 +57%
CWA
2146
Clearview Wealth Advisors
Oregon
$271K +$240K +1,158 New
GA
2147
Gateway Advisory
New Jersey
$269K – – –
MSFS
2148
Main Street Financial Solutions
Pennsylvania
$269K +$238K +1,150 New
KCM
2149
Kanawha Capital Management
Virginia
$268K -$23.8K -115 -9%
ACG
2150
Allen Capital Group
Nebraska
$268K +$37.3K +180 +19%
84 85
86
87 88