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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1901
CRA Financial Services
New Jersey
$226K +$4.45K +47 +2%
JAG
1902
Journey Advisory Group
Kentucky
$226K -$14.9K -157 -6%
SIA
1903
Serenity Investment Advisors
Illinois
$225K +$207K +2,184 New
HWM
1904
Horizon Wealth Management
Illinois
$225K +$1.32K +14 +0.6%
AWA
1905
Archvest Wealth Advisors
California
$224K +$284 +3 +0.1%
ETS
1906
ESL Trust Services
New York
$224K – – –
MA
1907
MONECO Advisors
Connecticut
$224K +$2.74K +29 +1%
CS
1908
Cannell & Spears
New York
$223K +$236K +2,492 New
ANBT
1909
American National Bank & Trust
Texas
$222K -$17.2K -182 -7%
PJSIMP
1910
P.J. Schmidt Investment Management (PJS)
Wisconsin
$222K – – –
ZBNA
1911
Zions Bancorporation, National Association
Utah
$221K -$1.1M -11,639 -83%
BC
1912
Burney Company
Virginia
$220K -$99.1K -1,048 -30%
AF
1913
Atala Financial
California
$218K +$229K +2,421 New
SPWM
1914
Spartan Planning & Wealth Management
North Carolina
$217K +$230K +2,427 New
SAM
1915
Secure Asset Management
Michigan
$217K -$1.23K -13 -0.5%
RTC
1916
Real Talk Capital
Tennessee
$216K -$6.53K -69 -3%
NQWM
1917
Northwest Quadrant Wealth Management
Oregon
$215K +$95 +1 +0%
BAM
1918
Brave Asset Management
New Jersey
$215K – – –
AWP
1919
Abacus Wealth Partners
California
$214K +$226K +2,384 New
ACA
1920
Ascension Capital Advisors
Texas
$214K +$226K +2,384 New
IF
1921
Integrity Financial
Wyoming
$213K +$225K +2,383 New
MAM
1922
Madison Asset Management
Wisconsin
$213K -$34.5M -364,882 -99%
WPC
1923
Waters Parkerson & Co
Louisiana
$213K -$196K -2,075 -47%
B
1924
Bayban
Minnesota
$213K +$4.73K +50 +2%
ICP
1925
Impact Capital Partners
Colorado
$212K -$8.32K -88 -4%
75 76
77
78 79