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Name Holding Trade Value Shares
Change 		Change in
Stake
SN
1451
Sittner & Nelson
Oregon
$360K +$132 +9 +0%
HFBOT
1452
Home Federal Bank of Tennessee
Tennessee
$359K -$32.6K -2,224 -9%
HGWM
1453
Horst & Graben Wealth Management
Oregon
$359K +$19.5K +1,331 +6%
FNT
1454
First Nebraska Trust
Nebraska
$359K +$12K +822 +4%
TFA
1455
Teamwork Financial Advisors
Texas
$359K +$17.7K +1,206 +5%
PP
1456
PFS Partners
New Jersey
$359K +$11.1K +760 +3%
SC
1457
SouthState Corp
Florida
$358K -$41.3K -2,815 -11%
JWBC
1458
J.W. Burns & Co
New York
$357K – – –
HFS
1459
HBC Financial Services
Washington
$356K +$103 +7 +0%
CAG
1460
Crestwood Advisors Group
Massachusetts
$356K +$347K +23,695 New
CIM
1461
CIM Investment Management
Pennsylvania
$356K -$8.14K -555 -2%
EFL
1462
ERn Financial LLC
Wisconsin
$356K +$264 +18 +0.1%
CPA
1463
Cardiff Park Advisors
California
$355K -$27.4K -1,872 -7%
PFA
1464
Peak Financial Advisors
Colorado
$355K +$2.35K +160 +0.7%
DWP
1465
Daymark Wealth Partners
Ohio
$354K -$231K -15,762 -40%
CCM
1466
Carlson Capital Management
Minnesota
$354K -$4.38K -299 -1%
BCP
1467
Berkeley Capital Partners
Georgia
$353K -$16K -1,093 -4%
CWP
1468
CFM Wealth Partners
Texas
$352K -$54.2K -3,698 -14%
HG
1469
Harbor Group
New Hampshire
$352K -$132 -9 -0%
VBCG
1470
Valley Brook Capital Group
Pennsylvania
$351K +$2.2K +150 +0.6%
RW
1471
Rede Wealth
Virginia
$350K -$12.8K -875 -4%
ABLA
1472
Alan B. Lancz & Associates
Ohio
$350K -$14.7K -1,000 -4%
SIC
1473
Samalin Investment Counsel
New York
$350K +$93.3K +6,368 +38%
RPWA
1474
Regent Peak Wealth Advisors
Georgia
$350K +$141K +9,624 +70%
DWM
1475
Dorchester Wealth Management
Quebec, Canada
$350K -$16K -1,090 -4%
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