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Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1701
NTV Asset Management
West Virginia
$321K -$3.63K -36 -1%
ZIG
1702
Zullo Investment Group
Pennsylvania
$320K -$31K -308 -9%
6F
1703
626 Financial
Michigan
$320K +$101 +1 +0%
GFP
1704
Gryphon Financial Partners
Ohio
$319K +$9.37K +93 +3%
SCP
1705
Stevens Capital Partners
Nebraska
$319K +$20.5K +204 +7%
APFP
1706
Action Point Financial Planning
Michigan
$319K +$311K +3,084 New
OFS
1707
OneAscent Financial Services
Alabama
$319K -$74.4K -739 -19%
MCM
1708
Mainstream Capital Management
California
$319K -$201 -2 -0.1%
SCM
1709
Schnieders Capital Management
California
$318K +$314K +3,116 New
PCI
1710
Planning Center Inc
Illinois
$318K +$504 +5 +0.2%
OL
1711
OneFund LLC
Florida
$317K -$2.01K -20 -0.6%
PWPS
1712
Pinnacle Wealth Planning Services
Ohio
$317K +$7.75K +77 +3%
ITIM
1713
Indiana Trust & Investment Management
Indiana
$316K – – –
MAG
1714
Meadowbrook Advisors Group
New Jersey
$315K -$124K -1,236 -29%
RFWA
1715
RPg Family Wealth Advisory
Massachusetts
$315K -$17.1K -170 -5%
OC
1716
Oakworth Capital
Alabama
$313K +$2.12K +21 +0.7%
HIC
1717
Holderness Investments Company
North Carolina
$312K +$11.7K +116 +4%
ISFAN
1718
Investor's Fiduciary Advisor Network
Washington
$312K -$182K -1,806 -37%
GRWP
1719
Green Ridge Wealth Planning
New Jersey
$312K -$2.52K -25 -0.8%
FFA
1720
Florida Financial Advisors
Florida
$311K -$35.9K -356 -10%
YIA
1721
YHB Investment Advisors
Connecticut
$311K -$40.8K -405 -12%
MFT
1722
Moisand Fitzgerald Tamayo
Florida
$311K – – –
FG
1723
Foster Group
Iowa
$309K -$15.4K -153 -5%
HFS
1724
Hopwood Financial Services
Virginia
$308K +$4.03K +40 +1%
BFF
1725
Byrne Financial Freedom
Massachusetts
$308K -$24.2K -240 -7%
67 68
69
70 71