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Name Holding Trade Value Shares
Change 		Change in
Stake
GT
2101
GreatBanc Trust
Illinois
$298K -$4.81K -190 -2%
KWM
2102
Keebeck Wealth Management
Illinois
$298K -$46.4K -1,833 -13%
SFGM
2103
Stonebridge Financial Group (Missouri)
Missouri
$297K +$303K +11,973 New
EA
2104
Ergawealth Advisors
Illinois
$297K -$32.1K -1,269 -10%
RWI
2105
Red Wave Investments
Pennsylvania
$297K -$26.2K -1,035 -8%
DFP
2106
Donalies Financial Planning
District of Columbia
$297K +$302K +11,937 New
TWM
2107
Trueblood Wealth Management
Ohio
$296K -$11.2K -442 -4%
KFS
2108
Kelly Financial Services
Massachusetts
$295K -$7.09K -280 -2%
MFGM
2109
Marshall Financial Group (Maryland)
Maryland
$295K -$127 -5 -0%
AWAU
2110
Alliance Wealth Advisors (Utah)
Utah
$295K -$79.2K -3,127 -21%
CW
2111
Channel Wealth
California
$295K -$30.7K -1,214 -9%
AWP
2112
Abacus Wealth Partners
California
$295K +$300K +11,866 New
TC
2113
TFR Capital
Texas
$294K -$31.6K -1,249 -10%
CIA
2114
Cape Investment Advisory
Georgia
$294K +$218K +8,628 +269%
PCS
2115
Private Client Services
Kentucky
$294K -$19.9K -787 -6%
MF
2116
Manchester Financial
California
$293K +$228 +9 +0.1%
AWM
2117
Aberdeen Wealth Management
Illinois
$292K – – –
LWPC
2118
Legacy Wealth Partners (Colorado)
Colorado
$292K +$297K +11,751 New
HDIM
2119
Hanson & Doremus Investment Management
Vermont
$291K -$17K -672 -5%
CWM
2120
Cedar Wealth Management
California
$291K -$4.73K -187 -2%
BOSSRA
2121
B.O.S.S. Retirement Advisors
Utah
$291K +$17.9K +709 +6%
WCFA
2122
Walkner Condon Financial Advisors
Wisconsin
$291K -$9.32K -368 -3%
CBT
2123
CoreFirst Bank & Trust
Kansas
$290K -$53K -2,093 -15%
BFS
2124
BridgePort Financial Solutions
Iowa
$290K -$76.1K -3,005 -20%
BEW
2125
Burton Enright Welch
California
$290K -$5.97K -236 -2%
83 84
85
86 87