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Name Holding Trade Value Shares
Change 		Change in
Stake
SEA
3551
Stegent Equity Advisors
Texas
$427K -$33.2K -98 -7%
MA
3552
MBA Advisors
Pennsylvania
$426K -$27.1K -80 -6%
VFM
3553
Vision Financial Markets
Connecticut
$426K -$11.8K -35 -3%
MWC
3554
MBM Wealth Consultants
Missouri
$425K -$74.4K -220 -15%
PBO
3555
Peoples Bank (Ohio)
Ohio
$424K +$25.4K +75 +7%
KAM
3556
KEB Asset Management
Illinois
$424K -$1.69K -5 -0.4%
PAG
3557
Powers Advisory Group
Illinois
$423K +$338 +1 +0.1%
OCPWS
3558
One Charles Private Wealth Services
Massachusetts
$423K +$85.6K +253 +27%
FWM
3559
Fonville Wealth Management
Virginia
$423K +$410K +1,211 New
HCC
3560
Hirtle Callaghan & Co
Pennsylvania
$423K -$367K -1,085 -47%
BBWP
3561
Beacon Bridge Wealth Partners
Pennsylvania
$423K +$7.78K +23 +2%
AIA
3562
AIMZ Investment Advisors
California
$422K +$37.2K +110 +10%
CWA
3563
CogentBlue Wealth Advisors
Tennessee
$421K +$164K +486 +68%
CWM
3564
C2C Wealth Management
Arizona
$421K – – –
CMP
3565
Courage Miller Partners
Virginia
$421K – – –
PFA
3566
Plotkin Financial Advisors
Maryland
$420K +$338 +1 +0.1%
BIA
3567
Bell Investment Advisors
California
$420K +$13.9K +41 +4%
CB
3568
Centennial Bank
Arkansas
$419K – – –
SA
3569
Stewardship Advisors
Pennsylvania
$419K +$6.77K +20 +2%
ORC
3570
O'Rourke & Company
Massachusetts
$417K -$3.72K -11 -0.9%
CP
3571
Capital Planning
Washington
$416K +$80.5K +238 +25%
TCB
3572
Texas Capital Bancshares
Texas
$416K +$4.06K +12 +1%
SA
3573
Scarborough Advisors
Maryland
$416K +$1.35K +4 +0.3%
AWS
3574
Arkfeld Wealth Strategies
Nebraska
$414K – – –
PMG
3575
Private Management Group
California
$414K – – –
141 142
143
144 145