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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1751
LongView Wealth Management
Georgia
$333K -$8.06K -94 -3%
BCA
1752
Bay Colony Advisors
Massachusetts
$333K -$6.09K -71 -2%
SCP
1753
Sivia Capital Partners
California
$332K -$944 -11 -0.3%
NB
1754
Nicolet Bankshares
Wisconsin
$332K -$16.7K -195 -5%
CIA
1755
Choate Investment Advisors
Massachusetts
$332K +$9.27K +108 +3%
NRC
1756
New Republic Capital
North Carolina
$332K +$6.35K +74 +2%
CA
1757
Carson Advisory
Georgia
$331K -$515 -6 -0.2%
PFSC
1758
Peoples Financial Services Corp
Pennsylvania
$331K -$1.03K -12 -0.4%
AF
1759
Advisornet Financial
Minnesota
$330K +$128K +1,493 +79%
LIM
1760
Leavell Investment Management
Alabama
$328K -$4.8K -56 -2%
PFA
1761
Petra Financial Advisors
Colorado
$328K +$1.11K +13 +0.4%
TIA
1762
Tiemann Investment Advisors
California
$328K -$31.3K -365 -10%
CF
1763
Copperwynd Financial
Arizona
$328K +$2.49K +29 +0.9%
KCM
1764
KRS Capital Management
Michigan
$327K -$25.7K -299 -8%
ITIM
1765
Indiana Trust & Investment Management
Indiana
$327K +$17.7K +206 +7%
PWP
1766
Phillips Wealth Planners
Mississippi
$326K +$293K +3,417 New
KFI
1767
Key Financial Inc
Pennsylvania
$325K +$15.8K +184 +6%
APW
1768
Axim Planning & Wealth
Ohio
$325K -$14.9K -174 -5%
APIM
1769
Agate Pass Investment Management
Washington
$325K -$27.8K -324 -9%
TW
1770
TrinityPoint Wealth
Connecticut
$325K +$22.1K +258 +8%
LF
1771
Lantz Financial
Illinois
$325K +$286K +3,329 New
RPGK
1772
Retirement Planning Group (Kansas)
Kansas
$324K +$285K +3,325 New
EP
1773
EPIQ Partners
Minnesota
$323K -$54.3K -633 -16%
M
1774
MOTCO
Texas
$322K +$32.3K +377 +13%
AFA
1775
American Financial Advisors
Georgia
$322K -$12.7K -148 -4%
69 70
71
72 73