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Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
2651
Greatmark Investment Partners
Georgia
$988K – – –
KSB
2652
Kennebec Savings Bank
Maine
$988K +$972K +3,594 New
WFA
2653
Wellspring Financial Advisors
Ohio
$987K +$49.7K +184 +5%
BCM
2654
Blume Capital Management
California
$986K +$7.3K +27 +0.8%
HG
2655
Harbor Group
New Hampshire
$984K – – –
MWP
2656
Madison Wealth Partners
Wisconsin
$984K +$197K +727 +25%
AWA
2657
Alta Wealth Advisors
Massachusetts
$982K +$3.24K +12 +0.3%
PK
2658
Pflug Koory
Nebraska
$981K +$965K +3,569 New
TBWA
2659
Three Bridge Wealth Advisors
California
$979K -$22.7K -84 -2%
SB
2660
Sunflower Bank
Texas
$978K +$123K +456 +15%
MSA
2661
Marino Stram & Associates
Massachusetts
$975K +$35.4K +131 +4%
ME
2662
McIlrath & Eck
Washington
$974K -$67.9K -251 -7%
AF
2663
Apexium Financial
Texas
$973K +$16.8K +62 +2%
TWP
2664
Tempus Wealth Planning
California
$973K +$184K +681 +24%
AA
2665
Axiom Advisory
California
$972K +$110K +406 +13%
HWA
2666
Heartwood Wealth Advisors
Virginia
$972K -$85.7K -317 -8%
FA
2667
FDx Advisors
Illinois
$969K -$66.5K -246 -7%
4WM
2668
49 Wealth Management
Texas
$968K +$244K +904 +35%
SWP
2669
Semus Wealth Partners
Florida
$967K -$86.2K -319 -8%
IIM
2670
Ironwood Investment Management
Massachusetts
$962K +$2.16K +8 +0.2%
CCA
2671
Cora Capital Advisors
New Jersey
$957K +$2.97K +11 +0.3%
CFO
2672
Callan Family Office
Pennsylvania
$957K +$34.9K +129 +4%
AFG
2673
ABLE Financial Group
Arizona
$957K +$56.8K +210 +6%
ACA
2674
Ackerman Capital Advisors
Texas
$956K – – –
PDM
2675
Penn Davis McFarland
Texas
$956K – – –
105 106
107
108 109