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Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1751
Badgley Phelps Wealth Managers
Washington
$246K -$37.7K -523 -13%
MW
1752
MBL Wealth
North Carolina
$245K -$211K -2,928 -47%
SC
1753
Solstein Capital
California
$245K -$72K -1,000 -23%
HBT
1754
Hills Bank & Trust
Iowa
$245K – – –
HCP
1755
Hexagon Capital Partners
Arkansas
$244K +$28.7K +398 +14%
CASB
1756
Cape Ann Savings Bank
Massachusetts
$243K -$11.9K -165 -5%
BCM
1757
Berbice Capital Management
New York
$242K +$1.23K +17 +0.5%
AHL
1758
Abel Hall LLC
Louisiana
$241K +$239K +3,312 New
FHC
1759
First Heartland Consultants
Missouri
$241K +$238K +3,307 New
JCM
1760
Jacobsen Capital Management
Utah
$241K +$238K +3,306 New
FFA
1761
Florida Financial Advisors
Florida
$239K +$236K +3,276 New
AGP
1762
Autumn Glory Partners
Texas
$235K +$233K +3,230 New
MW
1763
Maia Wealth
Colorado
$235K -$71.3K -990 -24%
GWANC
1764
Guardian Wealth Advisors (North Carolina)
North Carolina
$235K +$232K +3,219 New
SFP
1765
Sandbox Financial Partners
Maryland
$234K +$232K +3,218 New
NRI
1766
NFP Retirement Inc
California
$234K +$232K +3,214 New
OFS
1767
Orrstown Financial Services
Pennsylvania
$234K +$231K +3,205 New
VWM
1768
Venturi Wealth Management
Texas
$233K +$1.23K +17 +0.5%
FG
1769
Foster Group
Iowa
$233K +$231K +3,201 New
PFG
1770
PAX Financial Group
Texas
$233K +$230K +3,194 New
FPL
1771
Fortress Private Ledger
North Carolina
$232K +$230K +3,191 New
CPW
1772
Cove Private Wealth
New York
$231K +$228K +3,164 New
ACI
1773
Alpha Cubed Investments
California
$230K +$228K +3,159 New
MSFS
1774
Main Street Financial Solutions
Pennsylvania
$230K +$227K +3,151 New
WBCM
1775
Wilson & Boucher Capital Management
California
$230K +$227K +3,150 New
69 70
71
72 73