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Name Holding Trade Value Shares
Change 		Change in
Stake
NPAN
2501
Northeast Planning Associates NH
New Hampshire
$269K +$265K +6,116 New
ACH
2502
ArrowMark Colorado Holdings
Colorado
$268K – – –
SPWG
2503
Syntegra Private Wealth Group
Missouri
$268K -$6.49K -150 -2%
MWM
2504
Mindset Wealth Management
Indiana
$267K -$17.3K -400 -6%
JLBC
2505
J.L. Bainbridge & Co
Florida
$267K -$23.8K -549 -8%
RWM
2506
RKL Wealth Management
Pennsylvania
$267K -$14.8K -341 -5%
AP
2507
Aspect Partners
Virginia
$267K -$42.5K -981 -14%
CCA
2508
Catalyst Capital Advisors
New York
$267K -$405K -9,359 -61%
HWM
2509
Hohimer Wealth Management
Washington
$267K +$10.2K +236 +4%
SA
2510
Stewardship Advisors
Pennsylvania
$267K -$519 -12 -0.2%
CNBOF
2511
City National Bank of Florida
Florida
$267K +$1.21K +28 +0.5%
BSTWA
2512
Blake Schutter Theil Wealth Advisors
Ohio
$267K -$54.6K -1,262 -17%
OPCM
2513
Osborne Partners Capital Management
California
$267K -$47.6K -1,100 -15%
MCA
2514
Millennium Capital Advisors
Arkansas
$266K -$147K -3,400 -36%
MSG
2515
Main Street Group
Virginia
$266K +$5.54K +128 +2%
FAM
2516
Flaharty Asset Management
Florida
$266K – – –
PFG
2517
PAX Financial Group
Texas
$265K +$30.8K +711 +13%
CFP
2518
Cypress Financial Planning
New Jersey
$265K +$261K +6,038 New
SF
2519
Slagle Financial
Illinois
$265K +$2.64K +61 +1%
DCBT
2520
Dakota Community Bank & Trust
North Dakota
$265K +$606 +14 +0.2%
PIA
2521
Pinion Investment Advisors
Kansas
$264K +$5.67K +131 +2%
NWA
2522
New World Advisors
Massachusetts
$264K -$26K -601 -9%
SIAG
2523
Signet Investment Advisory Group
Rhode Island
$264K +$43.3K +1,000 +20%
EE
2524
EWG Elevate
California
$263K -$10.6K -245 -4%
HKAM
2525
Horizon Kinetics Asset Management
New York
$263K -$44.2K -1,020 -15%
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