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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
3426
Atlas Capital Advisors
Wyoming
$427K +$421K +949 New
BF
3427
Bonfire Financial
Colorado
$426K +$887 +2 +0.2%
FNBOMD
3428
First National Bank of Mount Dora
Florida
$425K +$3.55K +8 +0.9%
HSG
3429
Helen Stephens Group
Texas
$424K +$418K +943 New
HNWA
3430
Henrickson Nauta Wealth Advisors
Michigan
$424K +$225K +508 +108%
MWM
3431
Meadowbrook Wealth Management
New York
$424K -$809K -1,825 -66%
V
3432
VeraBank
Texas
$424K -$126K -284 -23%
DC
3433
Dorval Corp
Minnesota
$424K – – –
MCM
3434
Mengis Capital Management
Oregon
$424K – – –
BSB
3435
Bangor Savings Bank
Maine
$423K +$44.3K +100 +12%
KHC
3436
Koesten Hirschmann & Crabtree
Kansas
$422K -$6.21K -14 -1%
DF
3437
Dedeker Financial
Minnesota
$422K +$416K +938 New
MPW
3438
MA Private Wealth
California
$421K -$249K -562 -37%
CP
3439
Clarendon Private
Massachusetts
$421K +$58.5K +132 +16%
CT
3440
Caldwell Trust
Florida
$421K -$887 -2 -0.2%
IF
3441
Ironwood Financial
Arizona
$420K -$13.3K -30 -3%
CIP
3442
Capital Insight Partners
Arizona
$420K +$99.3K +224 +32%
TFS
3443
Targeted Financial Services
Florida
$420K +$414K +934 New
PWS
3444
Precision Wealth Strategies
Missouri
$420K -$13.3K -30 -3%
BWA
3445
BlueChip Wealth Advisors
Georgia
$420K +$72.3K +163 +21%
BWCS
3446
Beirne Wealth Consulting Services
Connecticut
$419K +$127K +286 +44%
CWA
3447
Carolina Wealth Advisors
South Carolina
$418K -$41.2K -93 -9%
JWWM
3448
Johnson & White Wealth Management
Pennsylvania
$418K -$18.2K -41 -4%
AFIA
3449
America First Investment Advisors
Nebraska
$418K – – –
WPA
3450
West Paces Advisors
Georgia
$417K +$82K +185 +25%
136 137
138
139 140