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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGW
1401
Chancellor Financial Group WB
Pennsylvania
$251K +$257K +1,053 New
OPPS
1402
Obsidian Personal Planning Solutions
Maryland
$250K -$244 -1 -0.1%
GA
1403
GoalVest Advisory
New York
$250K +$19.8K +81 +8%
SB
1404
Sunflower Bank
Texas
$249K +$4.39K +18 +2%
NG
1405
Novem Group
New York
$249K -$46.6K -191 -15%
CBT
1406
Central Bank & Trust
Kentucky
$249K -$155K -633 -38%
BFF
1407
Byrne Financial Freedom
Massachusetts
$249K +$977 +4 +0.4%
OWA
1408
Opal Wealth Advisors
New York
$248K -$2.44K -10 -1%
MAP
1409
Moody Aldrich Partners
Massachusetts
$248K -$2.93K -12 -1%
PL
1410
Plancorp LLC
Missouri
$247K -$3.42K -14 -1%
NRC
1411
New Republic Capital
North Carolina
$244K -$5.86K -24 -2%
GWP
1412
Gateway Wealth Partners
Wisconsin
$243K -$81.5K -334 -25%
FWP
1413
FAS Wealth Partners
Kansas
$243K +$6.84K +28 +3%
TNBTD
1414
Trustmark National Bank Trust Department
Mississippi
$243K +$16.8K +69 +7%
DE
1415
Diversified Enterprises
Delaware
$242K -$3.66K -15 -1%
MPM
1416
MBB Public Markets
Illinois
$242K -$54.7K -224 -18%
PTP
1417
Platform Technology Partners
New York
$242K – – –
BHWM
1418
Bar Harbor Wealth Management
New Hampshire
$241K – – –
TCM
1419
Twin Capital Management
Pennsylvania
$238K – – –
PCA
1420
Purkiss Capital Advisors
Connecticut
$238K -$6.1K -25 -2%
GC
1421
Gruss & Co
Florida
$238K – – –
KFA
1422
Kapstone Financial Advisors
Ohio
$238K – – –
PPWM
1423
Paragon Private Wealth Management
Kentucky
$238K +$41.3K +169 +20%
PCG
1424
PFC Capital Group
California
$238K – – –
ACC
1425
Acorn Creek Capital
Colorado
$238K -$26.9K -110 -10%
55 56
57
58 59