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Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1851
Journey Advisory Group
Kentucky
$264K +$5.84K +58 +2%
FFO
1852
Fortitude Family Office
Arizona
$263K -$3.12K -31 -1%
HI
1853
Human Investing
Oregon
$263K -$7.35K -73 -3%
CCMG
1854
Clark Capital Management Group
Pennsylvania
$262K +$3.42K +34 +1%
VIM
1855
Vinva Investment Management
Australia
$262K +$254K +2,519 New
SHGA
1856
Sand Hill Global Advisors
California
$262K -$2.92K -29 -1%
AW
1857
Alteri Wealth
California
$262K -$29.7K -295 -10%
CWM
1858
Cedar Wealth Management
California
$261K – – –
BHBT
1859
Burke & Herbert Bank & Trust
Virginia
$261K – – –
HWMO
1860
Heritage Wealth Management (Ohio)
Ohio
$261K +$257K +2,550 New
CBB
1861
Citizens Business Bank
California
$260K +$257K +2,548 New
ISS
1862
Intesa Sanpaolo SpA.
Italy
$260K -$32.8K -326 -11%
SRC
1863
Sage Rhino Capital
California
$260K +$256K +2,540 New
CFS
1864
CRA Financial Services
New Jersey
$259K +$705 +7 +0.3%
AWS
1865
Arkfeld Wealth Strategies
Nebraska
$259K -$1.41K -14 -0.5%
QFW
1866
QTR Family Wealth
Florida
$259K -$5.84K -58 -2%
HWM
1867
Horizon Wealth Management
Illinois
$258K +$1.31K +13 +0.5%
PCH
1868
PGIM Custom Harvest
New Jersey
$256K +$18K +179 +8%
HAS
1869
HBW Advisory Services
California
$256K -$13.3K -132 -5%
CS
1870
Cannell & Spears
New York
$256K +$1.11K +11 +0.4%
ETS
1871
ESL Trust Services
New York
$255K – – –
MFG
1872
Mission Financial Group
Nevada
$255K +$252K +2,499 New
EWA
1873
Eagle Wealth Advisors
Connecticut
$255K +$251K +2,491 New
SEEDPG
1874
S.E.E.D. Planning Group
New York
$254K -$37.3K -370 -13%
PA
1875
PFG Advisors
Arizona
$254K -$54.6K -542 -18%
73 74
75
76 77