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Name Holding Trade Value Shares
Change 		Change in
Stake
PBK
1526
Peoples Bank (Kansas)
Kansas
$363K -$232K -2,590 -38%
STA
1527
Smith Thornton Advisors
Alabama
$362K +$15.3K +171 +4%
NQWM
1528
Northwest Quadrant Wealth Management
Oregon
$362K +$2.6K +29 +0.7%
FFP
1529
FourThought Financial Partners
Florida
$362K +$62.9K +703 +20%
PSF
1530
Pacific Sun Financial
California
$361K -$1.34K -15 -0.4%
LWM
1531
Lakeridge Wealth Management
Ohio
$360K -$9.85K -110 -3%
LSPW
1532
Lake Street Private Wealth
Illinois
$360K -$11K -123 -3%
CP
1533
Castleview Partners
Texas
$360K +$29.7K +332 +8%
PWA
1534
Prairie Wealth Advisors
Nebraska
$359K -$3.22K -36 -0.8%
MBT
1535
Montecito Bank & Trust
California
$359K +$380K +4,245 New
TFA
1536
Tranquilli Financial Advisor
New Jersey
$359K +$47.2K +527 +14%
NAS
1537
NWF Advisory Services
California
$359K -$143K -1,596 -27%
EL
1538
Essex LLC
Illinois
$359K -$19.7K -220 -5%
TWM
1539
Thrive Wealth Management
Pennsylvania
$357K -$28.2K -315 -7%
GPI
1540
General Partner Inc
Pennsylvania
$357K – – –
XF
1541
XML Financial
Maryland
$356K -$7.61K -85 -2%
PWP
1542
Perfromance Wealth Partners
Illinois
$356K +$2.69K +30 +0.7%
BFG
1543
Birch Financial Group
New Hampshire
$356K +$134K +1,492 +55%
NPF
1544
Norris Perne & French
Michigan
$356K -$32.6K -364 -8%
OWA
1545
ORBA Wealth Advisors
Illinois
$355K – – –
CIA
1546
Choate Investment Advisors
Massachusetts
$355K -$131K -1,462 -26%
RZH
1547
Relyea Zuckerberg Hanson
Connecticut
$354K +$81.8K +914 +28%
SIC
1548
Salem Investment Counselors
North Carolina
$354K -$1.88K -21 -0.5%
FCM
1549
Fieldview Capital Management
Michigan
$354K +$374K +4,180 New
CPA
1550
Cardiff Park Advisors
California
$353K -$18.7K -209 -5%
60 61
62
63 64