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Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
3501
Financial Partners Group (Kansas)
Kansas
$232K +$11.1K +45 +5%
BHBT
3502
Burke & Herbert Bank & Trust
Virginia
$231K – – –
DLHL
3503
Donald L. Hagan LLC
Florida
$230K +$218K +885 New
FCMT
3504
Founders Capital Management (Texas)
Texas
$230K +$12.3K +50 +6%
WA
3505
Wealthstream Advisors
New York
$230K -$14.8K -60 -6%
MWA
3506
Motive Wealth Advisors
Michigan
$230K -$78.4K -318 -26%
ST
3507
Sentinel Trust
Texas
$230K -$4.19K -17 -2%
SP
3508
SWS Partners
Ohio
$230K +$493 +2 +0.2%
RIA
3509
RPG Investment Advisory
California
$229K +$217K +880 New
IFAM
3510
Institutional & Family Asset Management
Colorado
$228K -$2.71K -11 -1%
TA
3511
Townsend & Associates
Colorado
$228K -$139K -562 -40%
AF
3512
Affiance Financial
Minnesota
$228K -$986 -4 -0.5%
PWM
3513
Prosperity Wealth Management
California
$228K -$25.9K -105 -11%
MCM
3514
Maple Capital Management
Vermont
$227K +$215K +873 New
AWM
3515
Abound Wealth Management
Tennessee
$227K +$10.6K +43 +5%
VNA
3516
Valley National Advisers
Pennsylvania
$227K +$14K +57 +7%
GA
3517
GSG Advisors
New Jersey
$226K +$216K +876 New
ML
3518
Mayport LLC
Massachusetts
$226K +$214K +867 New
FMP
3519
Financial Management Professionals
Texas
$224K -$1.97K -8 -0.9%
MCM
3520
Mattern Capital Management
Colorado
$224K +$212K +859 New
CFA
3521
Capstone Financial Advisors
Illinois
$224K +$212K +859 New
IAG
3522
Investment Advisory Group
Massachusetts
$223K +$211K +858 New
WQ
3523
Wealth Quarterback
New Jersey
$223K +$211K +856 New
FWM
3524
Focused Wealth Management
New York
$223K +$4.93K +20 +2%
CCP
3525
Clarity Capital Partners
California
$222K +$210K +854 New
139 140
141
142 143