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Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
2476
Pine Haven Investment Counsel
Massachusetts
$559K +$18.3K +90 +3%
MIM
2477
Meridiem Investment Management
United Kingdom
$558K +$61K +300 +11%
BEW
2478
Burton Enright Welch
California
$556K +$3.87K +19 +0.6%
BWA
2479
Bordeaux Wealth Advisors
California
$553K +$378K +1,859 +148%
MCM
2480
Morton Capital Management
California
$553K -$34.8K -171 -5%
OWM
2481
OneAscent Wealth Management
Alabama
$552K +$633K +3,110 New
HGERS
2482
Householder Group Estate & Retirement Specialist
Arizona
$551K +$83.8K +412 +15%
CA
2483
Claro Advisors
Massachusetts
$550K – – –
HA
2484
Hamel Associates
New Jersey
$550K – – –
MWP
2485
Madison Wealth Partners
Wisconsin
$550K +$11.8K +58 +2%
FFA
2486
Fi3 Financial Advisors
Indiana
$549K +$2.44K +12 +0.4%
AC
2487
Annandale Capital
Texas
$548K – – –
MTWM
2488
Masso Torrence Wealth Management
New Jersey
$547K -$610 -3 -0.1%
BFA
2489
BMS Financial Advisors
South Dakota
$546K -$85.1K -418 -12%
FBT
2490
First Bank & Trust
South Dakota
$544K +$35.8K +176 +6%
ARC
2491
Advisor Resource Council
Texas
$543K -$1.56M -7,649 -71%
CAG
2492
Curtis Advisory Group
California
$543K -$18.3K -90 -3%
MMHP
2493
Murphy Middleton Hinkle & Parker
Georgia
$540K -$7.12K -35 -1%
D
2494
Diversified
Delaware
$540K – – –
CA
2495
Crumly & Associates
Illinois
$539K +$28.3K +139 +5%
KA
2496
KLCM Advisors
Wisconsin
$539K +$124K +607 +25%
WAOI
2497
Wealth Advisors of Iowa
Iowa
$537K – – –
HC
2498
Hoese & Co
Minnesota
$535K -$126K -620 -17%
SFG
2499
SNS Financial Group
Minnesota
$534K +$7.73K +38 +1%
MSA
2500
Marino Stram & Associates
Massachusetts
$534K +$8.95K +44 +1%
98 99
100
101 102