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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
726
BridgePort Financial Solutions
Iowa
$385K +$409K +6,063 New
FC
727
FCA Corp
Texas
$385K – – –
MG
728
Mather Group
Illinois
$385K +$9.05K +134 +2%
BCG
729
Breakwater Capital Group
New Jersey
$381K +$18.6K +275 +5%
FWIA
730
Fort Washington Investment Advisors
Ohio
$381K -$133K -1,971 -25%
PFBT
731
Parkside Financial Bank & Trust
Missouri
$379K +$5.61K +83 +1%
OWA
732
Octavia Wealth Advisors
Ohio
$379K +$26.3K +390 +7%
BFC
733
Bedel Financial Consulting
Indiana
$378K -$675 -10 -0.2%
BFIM
734
Beese Fulmer Investment Management
Ohio
$377K -$22.8K -338 -5%
OBGC
735
O'Brien Greene & Co
Pennsylvania
$377K +$10.3K +152 +3%
ST
736
Smithfield Trust
Pennsylvania
$376K – – –
TT
737
TI-Trust
Illinois
$376K – – –
1WM
738
1900 Wealth Management
Texas
$376K +$3.17K +47 +0.8%
CWA
739
Crux Wealth Advisors
California
$375K +$396K +5,871 New
HBW
740
Hazlett, Burt & Watson
West Virginia
$374K +$68 +1 +0%
FCH
741
Freestone Capital Holdings
Washington
$373K -$25.9K -383 -6%
TSWM
742
Tyler-Stone Wealth Management
Ohio
$373K +$10.8K +160 +3%
FHA
743
First Horizon Advisors
Tennessee
$372K -$66K -978 -14%
CWG
744
Cornerstone Wealth Group
North Carolina
$369K +$8.31K +123 +2%
PC
745
Port Capital
Illinois
$369K – – –
GW
746
Griffith & Werner
Georgia
$367K +$389K +5,754 New
WKSWA
747
White Knight Strategic Wealth Advisors
New Jersey
$363K +$192K +2,849 +100%
DT
748
Diversified Trust
Tennessee
$361K +$39.2K +580 +11%
LC
749
Lincoln Capital
Nebraska
$360K -$2.7K -40 -0.7%
NWWA
750
New Wave Wealth Advisors
Arkansas
$359K -$29.1K -431 -7%
28 29
30
31 32