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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1701
Herold Advisors
New York
$325K – – –
PWS
1702
Precision Wealth Strategies
Missouri
$324K -$24.4K -242 -7%
LWM
1703
Liberty Wealth Management
California
$324K – – –
NB
1704
NBH Bank
Colorado
$324K +$319K +3,168 New
LCGC
1705
Legacy Capital Group California
California
$323K -$17.2K -171 -5%
ESB
1706
Essex Savings Bank
Connecticut
$323K +$1.31K +13 +0.4%
APP
1707
Avantax Planning Partners
Iowa
$323K -$30.3K -301 -9%
RWM
1708
Revisor Wealth Management
Ohio
$323K -$1.03M -10,269 -76%
TWM
1709
TRB Wealth Management
Texas
$323K +$16.3K +162 +5%
CAM
1710
Clark Asset Management
New Hampshire
$322K -$9.27K -92 -3%
SFGM
1711
Stonebridge Financial Group (Missouri)
Missouri
$322K +$3.32K +33 +1%
NAM
1712
NTV Asset Management
West Virginia
$321K -$3.63K -36 -1%
ZIG
1713
Zullo Investment Group
Pennsylvania
$320K -$31K -308 -9%
6F
1714
626 Financial
Michigan
$320K +$101 +1 +0%
GFP
1715
Gryphon Financial Partners
Ohio
$319K +$9.37K +93 +3%
SCP
1716
Stevens Capital Partners
Nebraska
$319K +$20.5K +204 +7%
APFP
1717
Action Point Financial Planning
Michigan
$319K +$311K +3,084 New
OFS
1718
OneAscent Financial Services
Alabama
$319K -$74.4K -739 -19%
MCM
1719
Mainstream Capital Management
California
$319K -$201 -2 -0.1%
SCM
1720
Schnieders Capital Management
California
$318K +$314K +3,116 New
PCI
1721
Planning Center Inc
Illinois
$318K +$504 +5 +0.2%
OL
1722
OneFund LLC
Florida
$317K -$2.01K -20 -0.6%
PWPS
1723
Pinnacle Wealth Planning Services
Ohio
$317K +$7.75K +77 +3%
ITIM
1724
Indiana Trust & Investment Management
Indiana
$316K – – –
MAG
1725
Meadowbrook Advisors Group
New Jersey
$315K -$124K -1,236 -29%
67 68
69
70 71