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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1751
Crews Bank & Trust
Florida
$773K +$142K +3,283 +23%
OWA
1752
Opal Wealth Advisors
New York
$773K +$290K +6,696 +60%
MWPCG
1753
Measured Wealth Private Client Group
New Hampshire
$771K +$772K +17,827 New
MSWM
1754
McGlone Suttner Wealth Management
Wisconsin
$769K +$44.2K +1,020 +6%
IA
1755
Insight Advisors
Pennsylvania
$769K +$476 +11 +0.1%
DG
1756
DMC Group
Alabama
$768K +$63.4K +1,463 +9%
SLWA
1757
San Luis Wealth Advisors
California
$767K -$79.5K -1,835 -9%
GFP
1758
Gryphon Financial Partners
Ohio
$766K +$25.3K +585 +3%
GWANC
1759
Guardian Wealth Advisors (North Carolina)
North Carolina
$764K +$263K +6,062 +52%
AIC
1760
Argus Investors Counsel
New York
$763K – – –
TWP
1761
Tyche Wealth Partners
Texas
$763K -$49.8K -1,151 -6%
WCM
1762
Winebrenner Capital Management
Kentucky
$762K +$94.4K +2,180 +14%
LI
1763
Lafayette Investments
Maryland
$762K +$58.2K +1,343 +8%
VFPW
1764
Vantage Financial Partners (Wisconsin)
Wisconsin
$759K +$131K +3,028 +21%
OPW
1765
Osprey Private Wealth
New York
$753K +$26K +600 +4%
RW
1766
Rede Wealth
Virginia
$753K – – –
JCM
1767
J2 Capital Management
Michigan
$752K +$67.6K +1,561 +10%
RSA
1768
River Street Advisors
Illinois
$752K +$5.33K +123 +0.7%
CWM
1769
C2C Wealth Management
Arizona
$751K -$167K -3,848 -18%
AWM
1770
Aprio Wealth Management
Georgia
$751K +$136K +3,142 +22%
WFA
1771
WMG Financial Advisors
Tennessee
$750K -$126K -2,905 -14%
RBFC
1772
Roman Butler Fullerton & Co
Missouri
$750K -$52.2K -1,206 -6%
MFF
1773
Michels Family Financial
Texas
$750K -$22.3K -515 -3%
LAM
1774
L2 Asset Management
Massachusetts
$749K +$37.6K +868 +5%
MIM
1775
MTM Investment Management
South Carolina
$746K +$87 +2 +0%
69 70
71
72 73