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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
3051
Nolet Wealth Management
Texas
$594K +$1.99K +5 +0.4%
BB
3052
Berkshire Bank
Massachusetts
$593K – – –
IASG
3053
Investment Advisory Services Group
Florida
$592K -$8.35K -21 -1%
SIA
3054
SGL Investment Advisors
Montana
$591K +$116K +292 +20%
HNW
3055
High Note Wealth
Minnesota
$591K – – –
HPBT
3056
Hickory Point Bank & Trust
Illinois
$589K – – –
AIFS
3057
A&I Financial Services
Colorado
$589K -$795 -2 -0.1%
CI
3058
Cherokee Insurance
Michigan
$589K – – –
FDCP
3059
Foster Dykema Cabot & Partners
Massachusetts
$588K – – –
WCA
3060
Westover Capital Advisors
Delaware
$588K -$56.5K -142 -9%
RBWA
3061
RFG - Bristol Wealth Advisors
Massachusetts
$588K – – –
DAM
3062
Doheny Asset Management
California
$587K -$9.15K -23 -2%
BFAG
3063
Blackston Financial Advisory Group
Florida
$586K +$27.4K +69 +5%
BLWM
3064
Bucket List Wealth Management
Florida
$585K -$191K -480 -26%
HC
3065
Hurley Capital
New York
$585K -$10.7K -27 -2%
BFPW
3066
BOK Financial Private Wealth
Colorado
$585K +$28.2K +71 +5%
CPSAC
3067
Chas P. Smith & Associates (CPS)
Florida
$584K +$39.8K +100 +8%
RFN
3068
Redwood Financial Network
Ohio
$584K – – –
FF
3069
Francis Financial
$582K +$23.9K +60 +5%
RA
3070
Rational Advisors
New York
$582K -$984K -2,473 -64%
TH
3071
TCTC Holdings
Texas
$582K +$278K +700 +102%
OC
3072
Optima Capital
Oregon
$582K +$2.39K +6 +0.4%
TTWM
3073
TCV Trust & Wealth Management
Virginia
$581K – – –
SIA
3074
Spectrum Investment Advisors
Wisconsin
$580K +$47.3K +119 +9%
KIC
3075
Kensington Investment Counsel
California
$579K -$170K -427 -24%
121 122
123
124 125