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Name Holding Trade Value Shares
Change 		Change in
Stake
FMB
3751
Field & Main Bank
Kentucky
$123K – – –
BG
3752
Bollard Group
Massachusetts
$123K – – –
PPWM
3753
PFG Private Wealth Management
Florida
$121K +$7.08K +22 +8%
CWM
3754
Consultiva Wealth Management
Puerto Rico
$121K +$96.5K +300 New
HIW
3755
Holos Integrated Wealth
Pennsylvania
$121K +$96.2K +299 New
BMC
3756
Bear Mountain Capital
Washington
$117K -$31.2K -97 -26%
Q1WB
3757
Quest 10 Wealth Builders
Virginia
$115K +$91.7K +285 New
CT
3758
Clearstead Trust
Maine
$113K +$13.2K +41 +17%
TC
3759
Trust Company
Kansas
$112K +$965 +3 +1%
SNB
3760
Security National Bank
Nebraska
$110K +$39.3K +122 +81%
SMAM
3761
Sugar Maple Asset Management
Wisconsin
$110K +$87.5K +272 New
IWP
3762
IAG Wealth Partners
Wisconsin
$109K -$14.5K -45 -14%
DAL
3763
Delta Accumulation LLC
California
$103K – – –
RF
3764
Robinswood Financial
Washington
$103K +$1.93K +6 +2%
EA
3765
Evolution Advisers
Virginia
$101K -$26.7K -83 -25%
AJ
3766
Ashburton (Jersey)
Jersey
$101K -$16.1K -50 -17%
AP
3767
Aspect Partners
Virginia
$101K +$2.57K +8 +3%
MAS
3768
MPWM Advisory Solutions
Georgia
$98.1K +$78.2K +243 New
VAG
3769
VisionPoint Advisory Group
Texas
$97.5K -$238K -739 -74%
MFG
3770
Mendota Financial Group
Wisconsin
$96.9K -$1.61K -5 -2%
BWM
3771
Bernard Wealth Management
Michigan
$96.1K +$76.6K +238 New
AEPWM
3772
Atlantic Edge Private Wealth Management
Florida
$95.7K – – –
SC
3773
Swan Capital
Florida
$95.7K -$57.6K -179 -43%
CBT
3774
Crews Bank & Trust
Florida
$91.3K +$72.7K +226 New
MCA
3775
Maryland Capital Advisors
Maryland
$90.2K – – –
149 150
151
152 153