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Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
476
Independence Bank of Kentucky
Kentucky
$69.2K – – –
HBW
477
Hazlett, Burt & Watson
West Virginia
$69K – – –
FMP
478
Financial Management Professionals
Texas
$68K +$1.11K +5 +2%
CA
479
Clearstead Advisors
Ohio
$67.9K +$18.8K +85 +37%
FP
480
Financial Perspectives
Minnesota
$67.1K – – –
RA
481
Rise Advisors
New York
$65.4K +$57.5K +260 New
IGWM
482
ICA Group Wealth Management
Colorado
$63.9K -$9.96K -45 -15%
PAM
483
Palisade Asset Management
Minnesota
$63.4K +$55.8K +252 New
CLOS
484
Compagnie Lombard Odier SCmA
Switzerland
$62.9K – – –
OC
485
Oakworth Capital
Alabama
$62.9K – – –
OIA
486
Optimum Investment Advisors
Illinois
$62.9K – – –
ACM
487
Anfield Capital Management
California
$62.9K +$55.3K +250 New
PFBT
488
Parkside Financial Bank & Trust
Missouri
$59.9K +$35.4K +160 +205%
PP
489
Pacifica Partners
Canada
$58K – – –
ECM
490
Estabrook Capital Management
New York
$55.4K – – –
BSB
491
Bangor Savings Bank
Maine
$52.6K – – –
LFG
492
Larson Financial Group
Missouri
$51.6K +$44.3K +200 +4,000%
RFS
493
Richardson Financial Services
Massachusetts
$50.6K -$221 -1 -0.5%
RFG
494
RFP Financial Group
Georgia
$50.1K -$3.32K -15 -7%
OWA
495
Opal Wealth Advisors
New York
$44.8K +$39.4K +178 New
BWAM
496
Boyd Watterson Asset Management
Ohio
$43.8K – – –
SC
497
SouthState Corp
Florida
$41.5K – – –
KFI
498
Key Financial Inc
Pennsylvania
$40.8K – – –
CA
499
Continuum Advisory
Idaho
$38.2K +$37.2K +168 New
BL
500
BFSG LLC
California
$37.8K +$33.2K +150 New
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