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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2526
Concord Wealth Partners
Virginia
$142K -$45K -1,776 -24%
FNWA
2527
Financial Network Wealth Advisors
Utah
$141K – – –
1CP
2528
1015 Capital Partners
Pennsylvania
$141K +$143K +5,667 New
MCM
2529
MV Capital Management
Maryland
$140K +$835 +33 +0.6%
MB
2530
MidFirst Bank
Oklahoma
$140K +$142K +5,622 New
KA
2531
Kozak & Associates
Colorado
$139K +$6.05K +239 +4%
HFM
2532
Hartford Financial Management
Connecticut
$138K – – –
TC
2533
Truvestments Capital
Florida
$138K -$38.4K -1,518 -21%
IIM
2534
IFC & Insurance Marketing
California
$138K +$141K +5,555 New
NL
2535
Navalign LLC
California
$137K +$140K +5,513 New
CAL
2536
Capital Advisors Ltd
Ohio
$136K -$1.19K -47 -0.9%
PSB
2537
Piscataqua Savings Bank
New Hampshire
$136K -$16.5K -650 -11%
FMP
2538
Financial Management Professionals
Texas
$136K -$27.4K -1,082 -17%
JSAM
2539
J. Safra Asset Management
New York
$133K -$537K -21,216 -80%
RMP
2540
Richards, Merrill & Peterson
Washington
$133K +$135K +5,350 New
PP
2541
Pacifica Partners
Canada
$132K -$140K -5,524 -51%
AF
2542
Align Financial
Minnesota
$131K +$3.32M +131,180 New
TTIC
2543
Tower Trust & Investment Company
Iowa
$131K +$129K +5,085 +2,764%
CWM
2544
Cranbrook Wealth Management
Michigan
$129K -$140K -5,532 -52%
BOJHT
2545
Bank of Jackson Hole Trust
Wyoming
$126K +$12.9K +510 +11%
PWMG
2546
Private Wealth Management Group
New Jersey
$126K -$2.46K -97 -2%
WCM
2547
Winthrop Capital Management
Indiana
$125K +$1.42K +56 +1%
BIA
2548
Bell Investment Advisors
California
$124K +$14K +554 +12%
AWA
2549
Acumen Wealth Advisors
Tennessee
$120K +$122K +4,811 New
KCM
2550
Key Capital Management
Tennessee
$119K +$121K +4,789 New
100 101
102
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