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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
826
Peconic Partners
New York
$475K – – –
NRI
827
NFP Retirement Inc
California
$475K – – –
BC
828
Burney Company
Virginia
$474K – – –
TFGT
829
TS Financial Group (TSFG)
Illinois
$472K +$5.99K +40 +1%
WP
830
WealthPLAN Partners
Nebraska
$465K – – –
ACM
831
AlphaStar Capital Management
North Carolina
$464K +$465K +3,100 New
BFS
832
Baskin Financial Services
Ontario, Canada
$461K – – –
CGL
833
Clarius Group LLC
Washington
$454K +$16.5K +110 +3%
PNC
834
Park National Corp
Ohio
$447K -$15K -100 -3%
WWM
835
Wolff Wiese Magana
California
$447K – – –
HFP
836
Holistic Financial Partners
Indiana
$447K +$5.99K +40 +1%
ARIS
837
Advanced Research Investment Solutions
California
$445K +$491K +3,280 New
DWA
838
Douglass Winthrop Advisors
New York
$443K – – –
KNW
839
Kesler Norman & Wride
Utah
$443K – – –
GDP
840
Great Diamond Partners
Maine
$443K +$490K +3,270 New
AP
841
Adero Partners
California
$442K +$22.5K +150 +5%
RM
842
Resource Management
Louisiana
$441K +$147K +980 +43%
AWM
843
Accurate Wealth Management
Florida
$440K +$7.49K +50 +2%
CCG
844
Capital CS Group
California
$440K +$488K +3,260 New
WAM
845
Weatherly Asset Management
California
$437K -$15K -100 -3%
EWA
846
Exencial Wealth Advisors
Oklahoma
$428K -$442K -2,950 -48%
ACA
847
Atlas Capital Advisors
Wyoming
$427K +$37.5K +250 +9%
BAM
848
Belpointe Asset Management
Nevada
$425K -$61.4K -410 -9%
NFG
849
Nations Financial Group
Iowa
$424K +$37.5K +250 +9%
GPA
850
Garrison Point Advisors
California
$423K -$39K -260 -8%
32 33
34
35 36