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Name Holding Trade Value Shares
Change 		Change in
Stake
VIPI
2826
Vista Investment Partners II
Indiana
$745K +$6.76K +17 +1%
BWP
2827
Baldwin Wealth Partners
Massachusetts
$744K – – –
AT
2828
Adelphi Trust
Florida
$744K +$55.7K +140 +9%
BW
2829
BXM Wealth
Colorado
$743K +$119K +300 +20%
BFA
2830
Bill Few Associates
Pennsylvania
$742K +$5.57K +14 +0.8%
BBES
2831
Buffalo Business & Estate Services
New York
$740K -$700K -1,761 Closed
HFAS
2832
Hummer Financial Advisory Services
Illinois
$740K +$8.75K +22 +1%
IW
2833
Instrumental Wealth
Florida
$738K +$19.5K +49 +3%
BCG
2834
BayBridge Capital Group
California
$735K -$833K -2,094 -55%
MAM
2835
MMA Asset Management
Pennsylvania
$735K – – –
LF
2836
Lighthouse Financial
Florida
$735K +$10.3K +26 +2%
NF
2837
Nvest Financial
New Hampshire
$734K +$44.9K +113 +7%
LCM
2838
LCM Capital Management
Illinois
$732K +$6.36K +16 +0.9%
SAMC
2839
Spectrum Asset Management (California)
California
$732K +$303K +762 +78%
QWM
2840
Quaker Wealth Management
New Jersey
$731K +$42.6K +107 +7%
TWM
2841
Trevian Wealth Management
Massachusetts
$730K +$18.7K +47 +3%
PC
2842
Prairiewood Capital
North Dakota
$729K +$10.3K +26 +2%
BF
2843
Benchmark Financial
Delaware
$728K +$27.8K +70 +4%
FPN
2844
Financial Planning Navigators
Minnesota
$727K +$53.7K +135 +8%
YAIA
2845
Yanni & Associates Investment Advisors
Pennsylvania
$726K – – –
TW
2846
Towerpoint Wealth
California
$724K -$19.1K -48 -3%
GC
2847
Grange Capital
Oregon
$721K -$103K -258 -13%
PDM
2848
Penn Davis McFarland
Texas
$721K – – –
SFS
2849
Security Financial Services
Indiana
$721K +$62K +156 +10%
CHC
2850
City Holding Co
West Virginia
$721K +$42.6K +107 +7%
112 113
114
115 116