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Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
2501
Berry Wealth Group
Texas
$348K +$333K +1,402 New
FNC
2502
First National Corp
Massachusetts
$348K +$76.8K +323 +30%
NAM
2503
NTV Asset Management
West Virginia
$347K -$143K -603 -30%
W
2504
Wealthquest
Ohio
$347K -$25.7K -108 -7%
SWG
2505
Summit Wealth Group
Vermont
$346K – – –
CCA
2506
Catalyst Capital Advisors
New York
$345K -$458K -1,928 -58%
FFP
2507
FourThought Financial Partners
Florida
$345K +$13.8K +58 +4%
LC
2508
Lincoln Capital
Nebraska
$345K +$23.8K +100 +8%
AFTS
2509
American Financial & Tax Strategies
New York
$345K +$330K +1,390 New
OWM
2510
Opes Wealth Management
California
$345K -$17.1K -72 -5%
LAS
2511
Lloyd Advisory Services
Georgia
$343K -$1.34M -5,625 -80%
LCM
2512
LCM Capital Management
Illinois
$343K +$1.66K +7 +0.5%
IB
2513
Iyo Bank
Japan
$343K – – –
NMM
2514
Naples Money Management
Florida
$343K +$328K +1,379 New
GB
2515
Goepper Burkhardt
South Carolina
$343K +$4.99K +21 +1%
TA
2516
Tactive Advisors
Florida
$341K +$327K +1,374 New
MAWCM
2517
Mine & Arao Wealth Creation & Management
California
$341K -$75.1K -316 -19%
PA
2518
Prossimo Advisors
California
$340K +$326K +1,370 New
RCI
2519
RS Crum Inc
California
$339K – – –
CCM
2520
Canal Capital Management
Virginia
$338K -$26.1K -110 -7%
CPA
2521
Clear Point Advisors
New York
$338K +$324K +1,362 New
JEST
2522
JTC Employer Solutions Trustee
Jersey
$338K – – –
RSC
2523
Red Spruce Capital
Pennsylvania
$337K +$12.8K +54 +4%
TNB
2524
Thomasville National Bank
Georgia
$337K +$45.4K +191 +16%
WFPG
2525
Waller Financial Planning Group
Ohio
$336K +$322K +1,354 New
99 100
101
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