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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
1576
Sage Private Wealth Group
Illinois
$493K +$944 +10 +0.2%
CBFP
1577
Cedar Brook Financial Partners
Ohio
$489K +$97.6K +1,034 +27%
NHC
1578
Nicholas Hoffman & Company
Georgia
$488K -$2.36K -25 -0.5%
MCM
1579
Monument Capital Management
Virginia
$486K -$46.5K -493 -9%
BFA
1580
BMS Financial Advisors
South Dakota
$484K -$51K -540 -10%
SC
1581
SouthState Corp
Florida
$482K +$39.8K +422 +10%
CNBTD
1582
Citizens National Bank Trust Department
Mississippi
$482K – – –
EW
1583
Enzi Wealth
Texas
$482K – – –
ZIG
1584
Zullo Investment Group
Pennsylvania
$480K +$7.46K +79 +2%
SCA
1585
Scott Capital Advisors
Oregon
$479K +$29.4K +311 +7%
PVM
1586
Palogic Value Management
Texas
$478K +$455K +4,818 New
GCP
1587
Gill Capital Partners
Colorado
$477K +$19.4K +206 +4%
SFG
1588
StrategIQ Financial Group
Indiana
$477K +$6.23K +66 +1%
WP
1589
Westmount Partners
California
$477K +$454K +4,810 New
PFP
1590
Paragon Financial Partners
California
$476K +$94 +1 +0%
SFG
1591
Sovereign Financial Group
Connecticut
$476K +$20.9K +221 +5%
CSA
1592
Cottage Street Advisors
Massachusetts
$475K -$1.8M -19,081 -80%
WW
1593
Westshore Wealth
California
$475K -$1.98K -21 -0.4%
ODG
1594
O'Dell Group
Ohio
$470K +$849 +9 +0.2%
TIP
1595
Torray Investment Partners
Maryland
$467K – – –
PRS
1596
Pinkerton Retirement Specialists
Idaho
$465K +$442K +4,688 New
JSW
1597
Journey Strategic Wealth
New Jersey
$465K +$85.7K +908 +24%
NFC
1598
Northeast Financial Consultants
Connecticut
$465K +$189 +2 +0%
GS
1599
Gagnon Securities
New York
$463K -$11.3K -120 -3%
FFM
1600
Forum Financial Management
Illinois
$463K +$3.49K +37 +0.8%
62 63
64
65 66