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Name Holding Trade Value Shares
Change 		Change in
Stake
LCC
2526
Lincoln Capital Corp
Rhode Island
$335K -$44.9K -189 -12%
PFP
2527
Paragon Financial Partners
California
$335K -$3.56K -15 -1%
NA
2528
Nordwand Advisors
Pennsylvania
$335K +$35.6K +150 +13%
EWP
2529
Engrave Wealth Partners
Texas
$335K -$364K -1,530 -53%
KW
2530
KWB Wealth
California
$335K – – –
PFS
2531
Physicians Financial Services
North Carolina
$334K -$71.3K -300 -18%
WIA
2532
Wetzel Investment Advisors
Indiana
$334K +$320K +1,345 New
PIWA
2533
Prevail Innovative Wealth Advisors
Kansas
$333K +$53K +223 +20%
DE
2534
Day & Ennis
Georgia
$333K – – –
HC
2535
Hamilton Capital
Ohio
$333K -$8.32K -35 -3%
LFGO
2536
Legacy Financial Group (Oklahoma)
Oklahoma
$332K -$1.66K -7 -0.5%
SSW
2537
Smith Shellnut Wilson
Mississippi
$332K – – –
IF
2538
IRON Financial
Illinois
$330K – – –
SC
2539
Stephens Consulting
Michigan
$329K – – –
TF
2540
Tompkins Financial
New York
$329K -$71.5K -301 -19%
IWN
2541
Independent Wealth Network
Iowa
$329K +$24K +101 +8%
IFA
2542
Index Fund Advisors
California
$328K – – –
CC
2543
Copperleaf Capital
North Carolina
$328K – – –
MPCL
2544
My Personal CFO LLC
Washington
$328K +$57K +240 +22%
KC
2545
Kinloch Capital
Virginia
$327K -$289K -1,215 -48%
RPCA
2546
Running Point Capital Advisors
California
$327K +$111K +468 +55%
PIA
2547
Panoramic Investment Advisors
Colorado
$327K +$119K +501 +62%
SIA
2548
Schear Investment Advisers
Ohio
$327K -$46.3K -195 -13%
TPWM
2549
Twelve Points Wealth Management
Massachusetts
$326K +$9.51K +40 +3%
MCA
2550
Millennium Capital Advisors
Arkansas
$326K +$11.9K +50 +4%
100 101
102
103 104