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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
2901
Spectrum Asset Management (California)
California
$436K +$229 +1 +0.1%
AT
2902
Arvest Trust
Oklahoma
$436K -$76.2K -333 -15%
MWPCG
2903
Measured Wealth Private Client Group
New Hampshire
$435K – – –
IWS
2904
Insight Wealth Strategies
California
$435K -$36.6K -160 -8%
BBW
2905
Blue Barn Wealth
Utah
$435K +$2.29K +10 +0.5%
JWM
2906
Jeppson Wealth Management
California
$434K -$1.14K -5 -0.3%
PAG
2907
Paladin Advisory Group
Iowa
$434K – – –
JE
2908
JMAC Enterprises
Pennsylvania
$431K +$416K +1,816 New
FFWM
2909
Future Financial Wealth Management
Ohio
$431K +$11.4K +50 +3%
BEI
2910
Benjamin Edwards Inc
Missouri
$431K -$4.12K -18 -1%
PPW
2911
Parcion Private Wealth
Washington
$426K – – –
MAG
2912
MRA Advisory Group
New Jersey
$426K -$8.7K -38 -2%
DE
2913
Day & Ennis
Georgia
$425K -$72.1K -315 -15%
OPPS
2914
Obsidian Personal Planning Solutions
Maryland
$424K +$195K +854 +92%
FA
2915
Financial Alternatives
California
$423K +$229 +1 +0.1%
JDR
2916
Jay D. Rosenbaum
$422K -$48.1K -210 -11%
BWM
2917
Baystate Wealth Management
Massachusetts
$422K +$147K +644 +57%
MA
2918
MKT Advisors
California
$422K – – –
MAM
2919
Marquette Asset Management
Minnesota
$421K +$40.5K +177 +11%
SEIA
2920
Signature Estate & Investment Advisors
California
$420K +$6.18K +27 +2%
CBTWT
2921
Community Bank & Trust (Waco, Texas)
Texas
$419K -$8.7K -38 -2%
EIG
2922
Ellenbecker Investment Group
Wisconsin
$419K +$38.7K +169 +11%
HI
2923
Hudock Inc
Pennsylvania
$418K +$458 +2 +0.1%
CCB
2924
Cutter & Co Brokerage
Missouri
$416K +$18.8K +82 +5%
FCFC
2925
First Citizens Financial Corp
Iowa
$416K +$401K +1,750 New
115 116
117
118 119