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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
3126
Lazard Frères Gestion
France
$589K – – –
TMC
3127
Themes Management Co
Connecticut
$589K +$580K +1,309 New
PFA
3128
Petra Financial Advisors
Colorado
$588K -$351K -791 -38%
PWA
3129
Phoenix Wealth Advisors
North Carolina
$587K +$5.76K +13 +1%
BST
3130
Bath Savings Trust
Maine
$586K +$578K +1,304 New
MCA
3131
Millennium Capital Advisors
Arkansas
$586K – – –
SA
3132
SPWM Advisors
Michigan
$584K +$575K +1,298 New
CCG
3133
Catalina Capital Group
California
$583K -$14.2K -32 -2%
CIC
3134
Chilton Investment Company
Connecticut
$583K – – –
WP
3135
Wealthspan Partners
Iowa
$583K – – –
LIA
3136
LifePlan Investment Advisors
North Carolina
$581K +$86.9K +196 +18%
DWM
3137
Dogwood Wealth Management
Kansas
$581K +$171K +386 +43%
MSWM
3138
Mowery & Schoenfeld Wealth Management
Illinois
$580K +$24.8K +56 +5%
HT
3139
Heritage Trust
Oklahoma
$580K +$25.7K +58 +5%
LF
3140
Lighthouse Financial
Florida
$579K -$199K -450 -26%
PAI
3141
Pittenger & Anderson Inc
Nebraska
$577K +$23.1K +52 +4%
PAMG
3142
Patton Albertson Miller Group
Tennessee
$577K +$79.8K +180 +16%
PWA
3143
Prairie Wealth Advisors
Nebraska
$576K -$571K -1,287 Closed
AF
3144
ASL Financial
California
$575K +$567K +1,279 New
LGW
3145
Leslie Global Wealth
Illinois
$573K +$887 +2 +0.2%
RCYC
3146
Richard C. Young & Co
Rhode Island
$573K +$44.3K +100 +9%
PIP
3147
Peachtree Investment Partners
Florida
$572K +$2.22K +5 +0.4%
GRA
3148
Golden Road Advisors
Florida
$571K -$4.88K -11 -0.9%
LCOV
3149
London Company of Virginia
Virginia
$571K – – –
CWAF
3150
Core Wealth Advisors (Florida)
Florida
$571K +$40.8K +92 +8%
124 125
126
127 128