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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1801
Montis Financial
Massachusetts
$345K -$37.5K -198 -7%
EIG
1802
Ellenbecker Investment Group
Wisconsin
$345K +$22.7K +120 +4%
WFA
1803
Wellspring Financial Advisors
Ohio
$344K +$227K +1,200 +75%
RIA
1804
Retirement Investment Advisors
Oklahoma
$343K +$527K +2,785 New
PWM
1805
PRW Wealth Management
Massachusetts
$343K -$963K -5,087 -65%
EVM
1806
Evelyn V. Moreno
$342K – – –
MHWM
1807
Montz Harcus Wealth Management
Louisiana
$341K – – –
RDFA
1808
Ritter Daniher Financial Advisory
Ohio
$341K +$75.2K +397 +17%
CCB
1809
Country Club Bank
Missouri
$340K -$131K -690 -20%
SB
1810
Sunflower Bank
Texas
$340K +$38.6K +204 +8%
OWM
1811
OneAscent Wealth Management
Alabama
$340K +$87.1K +460 +20%
DP
1812
DDD Partners
Washington
$340K +$48.5K +256 +10%
CIC
1813
Cutler Investment Counsel
Oregon
$340K +$56.8K +300 +12%
ERIM
1814
Eagle Ridge Investment Management
Connecticut
$338K +$8.9K +47 +2%
LFA
1815
LGT Financial Advisors
Texas
$338K +$520K +2,746 New
AA
1816
AF Advisors
California
$338K – – –
AIC
1817
Archer Investment Corporation
Indiana
$338K +$198K +1,046 +62%
CWG
1818
Cornerstone Wealth Group
North Carolina
$338K -$374K -1,974 -42%
BFM
1819
Boston Financial Management
Massachusetts
$337K +$1.89K +10 +0.4%
PTC
1820
Private Trust Company
Ohio
$337K -$55.7K -294 -10%
ACP
1821
Aviance Capital Partners
Florida
$337K +$213K +1,127 +70%
TAM
1822
Tocqueville Asset Management
New York
$337K -$174K -921 -25%
SFG
1823
StrategIQ Financial Group
Indiana
$336K -$94.7K -500 -15%
RC
1824
Roundview Capital
New Jersey
$336K +$517K +2,729 New
ONGA
1825
O'Neil Global Advisors
California
$336K -$1.88M -9,907 -78%
71 72
73
74 75