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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1576
SlateStone Wealth
Florida
$556K +$171K +9,218 +42%
CTFG
1577
Capstone Triton Financial Group
Oklahoma
$555K -$17.9K -966 -2%
NFG
1578
Nadler Financial Group
Illinois
$554K -$22.6K -1,221 -4%
CL
1579
CPWM LLC
Washington
$554K +$38.8K +2,096 +7%
FTA
1580
Financial & Tax Architects
Missouri
$553K -$3.1M -167,507 -84%
MWP
1581
Madison Wealth Partners
Wisconsin
$553K -$22.1K -1,197 -4%
SW
1582
SkyOak Wealth
Michigan
$553K +$73.6K +3,979 +15%
FFWM
1583
Future Financial Wealth Management
Ohio
$552K -$149K -8,071 -21%
BWM
1584
Baystate Wealth Management
Massachusetts
$552K -$17.7K -957 -3%
ML
1585
McAdam LLC
Pennsylvania
$551K +$9.25K +500 +2%
OFS
1586
OneAscent Financial Services
Alabama
$550K +$20K +1,080 +4%
WP
1587
WealthPLAN Partners
Nebraska
$550K +$85.8K +4,635 +14%
WIM
1588
WealthPlan Investment Management
Nebraska
$550K +$714K +38,589 New
SVWAG
1589
Sound View Wealth Advisors Group
Georgia
$549K -$72.6K -3,922 -11%
MSA
1590
Marino Stram & Associates
Massachusetts
$549K +$13.8K +744 +2%
DFA
1591
Delta Financial Advisors
Louisiana
$549K +$34.2K +1,850 +6%
BWA
1592
Beam Wealth Advisors
Louisiana
$547K +$78.3K +4,234 +16%
MFW
1593
Meristem Family Wealth
Minnesota
$546K +$263K +14,201 +87%
CFA
1594
Cahill Financial Advisors
Minnesota
$544K -$204K -11,030 -27%
FNT
1595
First Nebraska Trust
Nebraska
$544K +$224K +12,082 +66%
CPIG
1596
Chicago Partners Investment Group
Illinois
$543K +$40.6K +2,194 +7%
CBT
1597
Central Bank & Trust
Kentucky
$543K +$133K +7,180 +31%
SFS
1598
Stiles Financial Services
Minnesota
$542K -$17.8K -962 -3%
TFA
1599
Teamwork Financial Advisors
Texas
$541K -$174K -9,415 -24%
FC
1600
Financial Consulate
Maryland
$541K -$1.74K -94 -0.3%
62 63
64
65 66