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Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1326
Focus Partners Advisor Solutions
Missouri
$739K +$730K +10,137 New
LIA
1327
Lynx Investment Advisory
District of Columbia
$738K -$18K -250 -2%
MMPW
1328
Mitchell McLeod Pugh & Williams
Alabama
$733K +$24.1K +334 +3%
XSC
1329
X-Square Capital
Puerto Rico
$729K +$721K +10,004 New
AW
1330
Atlas Wealth
Ohio
$729K +$72K +1,000 +11%
KJHP
1331
K.J. Harrison & Partners
Ontario, Canada
$729K +$720K +10,000 New
PCA
1332
Peddock Capital Advisors
Massachusetts
$726K +$179K +2,482 +33%
AWM
1333
Aries Wealth Management
Maine
$715K +$707K +9,818 New
OL
1334
Optas LLC
Texas
$712K +$111K +1,541 +19%
GWCM
1335
Godshalk Welsh Capital Management
Pennsylvania
$711K +$40.7K +565 +6%
BSB
1336
Bangor Savings Bank
Maine
$711K +$19.9K +276 +3%
MAWA
1337
Moss Adams Wealth Advisors
Washington
$711K -$31K -430 -4%
MC
1338
Marest Capital
California
$710K +$702K +9,738 New
CFP
1339
Catalyst Financial Partners
Massachusetts
$708K +$132K +1,835 +23%
VAG
1340
VisionPoint Advisory Group
Texas
$707K +$699K +9,709 New
AIA
1341
AssuredPartners Investment Advisors
Florida
$705K +$341K +4,739 +96%
SIM
1342
Sentry Investment Management
Wisconsin
$704K -$231K -3,205 -23%
MA
1343
MJP Associates
Connecticut
$698K -$78.3K -1,087 -10%
PA
1344
Procyon Advisors
Connecticut
$695K +$170K +2,362 +33%
TBC
1345
Ted Buchan & Co
California
$693K +$21.5K +299 +3%
GAA
1346
Guardian Asset Advisors
Pennsylvania
$692K +$40.7K +565 +6%
FBC
1347
Fairfield, Bush & Co
Connecticut
$691K +$225K +3,125 +49%
OPWM
1348
Oxinas Partners Wealth Management
Indiana
$690K +$23.1K +321 +4%
GA
1349
GFS Advisors
Texas
$689K – – –
CAG
1350
Crestwood Advisors Group
Massachusetts
$686K +$206K +2,858 +44%
52 53
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55 56