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Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
3176
Pine Harbor Wealth Management
Maryland
$696K – – –
WA
3177
Whipplewood Advisors
Colorado
$696K -$4.06K -12 -0.6%
EMB
3178
Elefante Mark B
$696K +$672K +1,985 New
VFPW
3179
Vantage Financial Partners (Wisconsin)
Wisconsin
$695K +$1.01K +3 +0.2%
JJBC
3180
James J. Burns & Company
New York
$694K +$16.6K +49 +3%
WC
3181
Westhampton Capital
North Carolina
$694K -$22K -65 -3%
LFGO
3182
Legacy Financial Group (Oklahoma)
Oklahoma
$694K +$347K +1,026 +97%
WPWM
3183
Western Pacific Wealth Management
Illinois
$693K -$2.71K -8 -0.4%
BFM
3184
Boothbay Fund Management
New York
$693K -$1.49M -4,399 -69%
TI
3185
Truepoint Inc
Ohio
$690K -$11.2K -33 -2%
VAG
3186
VisionPoint Advisory Group
Texas
$690K -$985K -2,911 -60%
BFS
3187
BridgePort Financial Solutions
Iowa
$690K -$6.09K -18 -0.9%
WDL
3188
Well Done LLC
Michigan
$689K +$8.8K +26 +1%
MAC
3189
Mason & Associates (California)
California
$687K +$22.3K +66 +3%
CCG
3190
Coastwise Capital Group
California
$686K -$101K -298 -13%
ML
3191
Mayport LLC
Massachusetts
$686K +$326K +963 +97%
KFI
3192
Key Financial Inc
Pennsylvania
$685K -$5.08K -15 -0.8%
OFO
3193
OneAscent Family Office
Alabama
$685K +$170K +503 +34%
WF
3194
Wayfinding Financial
Washington
$683K -$338 -1 -0.1%
MCM
3195
Maple Capital Management
Vermont
$679K +$152K +448 +30%
BIP
3196
Blue Investment Partners
California
$678K – – –
MCM
3197
Monarch Capital Management
Indiana
$678K +$7.78K +23 +1%
GEM
3198
Global Endowment Management
North Carolina
$678K +$157K +464 +32%
WOC
3199
West Oak Capital
California
$676K -$13.5K -40 -2%
BFG
3200
Bouchey Financial Group
New York
$676K +$13.2K +39 +2%
126 127
128
129 130