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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BONH
1676
Bank of New Hampshire
New Hampshire
$224K
GA
1677
Greenspring Advisors
Maryland
$222K +$213K +430 New
CWAG
1678
Compton Wealth Advisory Group
Virginia
$220K +$211K +426 New
MAP
1679
Moody Aldrich Partners
Massachusetts
$219K -$42.6K -86 -17%
AT
1680
Avalon Trust
New Mexico
$218K
BFIM
1681
Beese Fulmer Investment Management
Ohio
$218K +$209K +422 New
C
1682
CEDRUS
Colorado
$218K +$209K +422 New
MA
1683
Mezzasalma Advisors
New Jersey
$218K +$209K +422 New
DMBA
1684
Deseret Mutual Benefit Administrators
Utah
$216K -$54.9K -111 -21%
Koshinski Asset Management
1685
Koshinski Asset Management
Illinois
$216K +$207K +418 New
WCFA
1686
Walkner Condon Financial Advisors
Wisconsin
$215K +$206K +417 New
SIA
1687
Soltis Investment Advisors
Utah
$215K +$206K +416 New
CWM
1688
Concentrum Wealth Management
California
$215K +$206K +416 New
HWP
1689
Hibernia Wealth Partners
Louisiana
$214K +$205K +415 New
WIM
1690
Warwick Investment Management
Texas
$214K +$205K +414 New
TFF
1691
The Family Firm
Maryland
$214K +$12.4K +25 +6%
CIG
1692
Cairn Investment Group
Washington
$214K +$205K +414 New
ZF
1693
Zega Financial
Florida
$213K +$204K +413 New
MLL
1694
Moody Lynn & Lieberson
Massachusetts
$213K +$204K +412 New
SHF
1695
Stage Harbor Financial
Massachusetts
$212K +$201K +407 New
BSTWA
1696
Blake Schutter Theil Wealth Advisors
Ohio
$212K +$203K +411 New
AWE
1697
Avidian Wealth Enterprises
Texas
$212K +$203K +411 New
SMA
1698
Seven Mile Advisory
New Jersey
$212K +$203K +410 New
BCP
1699
Blue Chip Partners
Michigan
$211K -$4.45K -9 -2%
LP
1700
LGL Partners
Pennsylvania
$209K +$200K +405 New