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Name Holding Trade Value Shares
Change 		Change in
Stake
D
2626
Diversified
Delaware
$230K +$976 +17 +0.4%
PCM
2627
Poehling Capital Management
Wisconsin
$229K – – –
CNBT
2628
Cornerstone National Bank & Trust
Illinois
$229K +$11.6K +202 +5%
PSIWM
2629
Paradigm Strategies in Wealth Management
Minnesota
$228K +$1.49K +26 +0.6%
MA
2630
Modus Advisors
Minnesota
$228K +$17.8K +310 +8%
TWM
2631
Triton Wealth Management
Arizona
$228K +$234K +4,084 New
CIP
2632
Capital Insight Partners
Arizona
$227K +$6.08K +106 +3%
OPOWM
2633
One Plus One Wealth Management
Florida
$227K +$232K +4,044 New
IAS
2634
IMA Advisory Services
Colorado
$226K – – –
MCM
2635
MV Capital Management
Maryland
$226K +$4.93K +86 +2%
BA
2636
Ballew Advisors
Mississippi
$225K -$225K -3,917 -49%
AL
2637
ADE LLC
Maryland
$224K -$61.9K -1,079 -21%
OCM
2638
Oakwood Capital Management
California
$224K -$30.4K -530 -12%
AAP
2639
Aristotle Atlantic Partners
Florida
$224K – – –
EE
2640
EWG Elevate
California
$224K +$10.3K +179 +5%
HS
2641
Horan Securities
United States
$224K +$109K +1,891 +90%
PAS
2642
Professional Advisory Services
Florida
$223K +$228K +3,981 New
RTC
2643
Riverview Trust Company
Washington
$221K – – –
AWA
2644
Aaron Wealth Advisors
Illinois
$221K +$25K +436 +12%
FI
2645
Financial Insights
Washington
$221K +$226K +3,945 New
OCPWS
2646
One Charles Private Wealth Services
Massachusetts
$220K +$226K +3,934 New
AWMG
2647
Alliance Wealth Management Group
New Jersey
$219K -$30.2K -527 -12%
BRA
2648
Bender Robert & Associates
California
$217K – – –
SAS
2649
Sanford Advisory Services
Michigan
$216K – – –
EW
2650
Element Wealth
Mississippi
$215K +$3.27K +57 +2%
104 105
106
107 108