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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1651
Investment Partners
Ohio
$303K -$50.5K -564 -14%
CCMG
1652
Clark Capital Management Group
Pennsylvania
$302K +$320K +3,572 New
FFO
1653
Fiduciary Family Office
Florida
$301K -$127K -1,416 -28%
HWM
1654
HRC Wealth Management
Idaho
$301K -$23.5K -262 -7%
NAM
1655
NTV Asset Management
West Virginia
$299K +$316K +3,535 New
PWMG
1656
Prestige Wealth Management Group
New Jersey
$299K +$4.83K +54 +2%
PW
1657
PUREfi Wealth
Massachusetts
$299K +$36.3K +406 +13%
CCWM
1658
Correct Capital Wealth Management
Missouri
$298K – – –
HCMG
1659
Howard Capital Management Group
California
$298K +$15.1K +169 +5%
ACP
1660
Argyle Capital Partners
California
$297K +$9.04K +101 +3%
CCT
1661
Chemung Canal Trust
New York
$297K – – –
CBT
1662
CoreFirst Bank & Trust
Kansas
$297K – – –
ITIM
1663
Indiana Trust & Investment Management
Indiana
$296K – – –
BOJHT
1664
Bank of Jackson Hole Trust
Wyoming
$296K +$9.85K +110 +3%
ALC
1665
Alexander Labrunerie & Co
Missouri
$295K – – –
FMB
1666
Field & Main Bank
Kentucky
$295K -$26.4K -295 -8%
VAM
1667
Virtue Asset Management
Illinois
$295K +$312K +3,483 New
PWM
1668
Pines Wealth Management
North Carolina
$294K +$23.8K +266 +8%
PFW
1669
Petros Family Wealth
Minnesota
$293K -$7.79K -87 -2%
RF
1670
Robinswood Financial
Washington
$293K +$1.88K +21 +0.6%
AR
1671
Apeiron RIA
Texas
$293K -$14.1K -157 -4%
CT
1672
Caldwell Trust
Florida
$292K -$8.95K -100 -3%
OWA
1673
Octavia Wealth Advisors
Ohio
$292K -$2.42K -27 -0.8%
SFS
1674
Symphony Financial Services
Ohio
$290K -$49K -547 -14%
DOA
1675
D'Orazio & Associates
Virginia
$290K -$2.69K -30 -0.9%
65 66
67
68 69