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Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
2101
National Philanthropic Trust
Pennsylvania
$2.61M +$281K +813 +12%
TF
2102
Trek Financial
Arizona
$2.61M +$613K +1,772 +30%
USWG
2103
U.S. Wealth Group
New York
$2.6M +$58.8K +170 +2%
DGM
2104
Delta Global Management
New York
$2.6M +$185K +534 +8%
GSWM
2105
Golden State Wealth Management
California
$2.59M +$21.8K +63 +0.8%
SSW
2106
Stone Summit Wealth
Florida
$2.59M -$8.65K -25 -0.3%
SI
2107
Shaker Investments
Ohio
$2.59M -$2.08K -6 -0.1%
CNBT
2108
Canandaigua National Bank & Trust
New York
$2.58M -$427K -1,234 -14%
PCOTEOTHU
2109
Provident Company of the Employees of the Hebrew University
Israel
$2.58M – – –
BC
2110
Bridgefront Capital
Texas
$2.58M +$1.33M +3,829 +103%
B
2111
Barings
North Carolina
$2.58M +$817K +2,361 +45%
SOAMC
2112
Spirit of America Management Corp
New York
$2.58M – – –
AA
2113
Altman Advisors
Illinois
$2.57M +$17.7K +51 +0.7%
FFS
2114
Flavin Financial Services
Florida
$2.57M +$249K +719 +11%
SDWIA
2115
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.57M -$26K -75 -1%
UIA
2116
Ulland Investment Advisors
Minnesota
$2.57M +$17K +49 +0.7%
EFG
2117
Ethos Financial Group
Pennsylvania
$2.57M -$226K -654 -8%
DIP
2118
DT Investment Partners
Pennsylvania
$2.56M -$60.9K -176 -2%
SFWC
2119
Strategic Family Wealth Counselors
New Jersey
$2.54M -$692 -2 -0%
MCWS
2120
McKinley Carter Wealth Services
West Virginia
$2.54M +$12.1K +35 +0.5%
VA
2121
Valmark Advisers
Ohio
$2.54M +$122K +352 +5%
CWP
2122
Core Wealth Partners
California
$2.53M +$265K +766 +12%
OFS
2123
OneAscent Financial Services
Alabama
$2.53M -$151K -436 -6%
NA
2124
Nordwand Advisors
Pennsylvania
$2.53M +$1.03M +2,966 +67%
NF
2125
Nvest Financial
New Hampshire
$2.52M -$486K -1,404 -16%
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