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Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1076
Gryphon Financial Partners
Ohio
$518K -$334K -1,625 -40%
AHL
1077
Abel Hall LLC
Louisiana
$516K +$505K +2,457 New
AWM
1078
Athena Wealth Management
Nevada
$515K +$181K +882 +56%
OF
1079
Outfitter Financial
Maine
$514K – – –
MFC
1080
Mechanics Financial Corp
Ohio
$512K +$32.9K +160 +7%
HC
1081
Hamilton Capital
Ohio
$512K -$159K -773 -24%
WAM
1082
Weiss Asset Management
Massachusetts
$508K +$497K +2,421 New
LAS
1083
Legacy Advisory Services
Pennsylvania
$508K +$2.26K +11 +0.5%
TFA
1084
Transamerica Financial Advisors
Florida
$505K +$422K +2,054 +589%
SP
1085
SmartHarvest Portfolios
Washington
$505K +$24.2K +118 +5%
MA
1086
MJP Associates
Connecticut
$504K +$111K +542 +29%
NI
1087
Natural Investments
California
$504K +$93.3K +454 +23%
TCWA
1088
Turtle Creek Wealth Advisors
Texas
$503K +$201K +978 +69%
HFW
1089
Horizon Family Wealth
Illinois
$502K +$26.7K +130 +6%
TP
1090
Tranquility Partners
Tennessee
$502K +$40.5K +197 +9%
SAM
1091
Silvercrest Asset Management
New York
$501K -$51.4K -250 -9%
CNTOF
1092
Canandaigua National Trust of Florida
New York
$501K +$77K +375 +19%
BCG
1093
Breakwater Capital Group
New Jersey
$501K +$2.05K +10 +0.4%
CWP
1094
Cyndeo Wealth Partners
Florida
$499K +$34.1K +166 +8%
MGIA
1095
Moneta Group Investment Advisors
Missouri
$498K +$15.8K +77 +3%
HIA
1096
Harbor Investment Advisory
Maryland
$494K +$12.3K +60 +3%
CCG
1097
Capital CS Group
California
$491K – – –
RBFC
1098
Roman Butler Fullerton & Co
Missouri
$490K +$14.8K +72 +3%
PFBT
1099
Parkside Financial Bank & Trust
Missouri
$490K +$22.6K +110 +5%
PWP
1100
Phillips Wealth Planners
Mississippi
$488K +$10.5K +51 +2%
42 43
44
45 46