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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1251
Aspen Capital Management
Idaho
$342K – – –
ST
1252
Spinnaker Trust
Maine
$341K +$5.56K +41 +2%
BCWM
1253
Bartlett & Co Wealth Management
Ohio
$340K – – –
FAFN
1254
First Affirmative Financial Network
Colorado
$338K +$10.2K +75 +3%
MSWM
1255
McGlone Suttner Wealth Management
Wisconsin
$337K – – –
LWM
1256
Laidlaw Wealth Management
New York
$337K +$36.2K +267 +13%
MFG
1257
Magnus Financial Group
New York
$334K -$25.5K -188 -8%
PFG
1258
Prosperity Financial Group
California
$334K +$6.37K +47 +2%
FNC
1259
First National Corp
Massachusetts
$334K – – –
AWM
1260
Abound Wealth Management
Tennessee
$332K +$6.24K +46 +2%
NAS
1261
NWF Advisory Services
California
$332K – – –
JC
1262
Jacobs & Co
California
$331K -$33.9K -250 -10%
BA
1263
Bristlecone Advisors
Washington
$331K +$949 +7 +0.3%
CIA
1264
Caerus Investment Advisors
Texas
$330K – – –
CRC
1265
Curi RMB Capital
Illinois
$330K +$29.8K +220 +11%
CFP
1266
Cypress Financial Planning
New Jersey
$329K -$39K -288 -12%
BA
1267
Ballast Advisors
Minnesota
$329K -$16.5K -122 -5%
T
1268
TrueFG
Texas
$328K – – –
SPC
1269
Spirepoint Private Client
Florida
$328K +$26K +192 +10%
QPBE
1270
Quintet Private Bank (Europe)
Luxembourg
$327K -$19.9K -147 -6%
MMM
1271
Mendel Money Management
Illinois
$327K – – –
PFPT
1272
Pinnacle Financial Partners (Tennessee)
Tennessee
$325K -$12.9K -95 -4%
CP
1273
Canopy Partners
Ohio
$323K +$14.4K +106 +5%
SI
1274
Stonekeep Investments
New Mexico
$323K -$2.31K -17 -0.8%
CWG
1275
Cornerstone Wealth Group
North Carolina
$322K -$183K -1,348 -38%
49 50
51
52 53