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Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
1951
Stoneridge Investment Partners
Pennsylvania
$567K -$315K -6,706 -36%
SFA
1952
Souders Financial Advisors
Ohio
$567K +$3.85K +82 +0.6%
NSB
1953
Norway Savings Bank
Maine
$565K -$47.7K -1,016 -7%
SWGC
1954
Summit Wealth Group (Colorado)
Colorado
$564K +$56.1K +1,195 +10%
JWA
1955
JFS Wealth Advisors
Pennsylvania
$562K -$3.24K -69 -0.5%
SMA
1956
Seven Mile Advisory
New Jersey
$561K +$130K +2,779 +27%
WB
1957
Webster Bank
Connecticut
$560K -$281K -5,994 -31%
GFG
1958
Goldstone Financial Group
Illinois
$560K -$28.6K -609 -4%
PB
1959
Pinnacle Bancorp
Nebraska
$558K -$8.59K -183 -1%
PWM
1960
Palacios Wealth Management
Florida
$557K -$1.55K -33 -0.3%
HBW
1961
Hazlett, Burt & Watson
West Virginia
$557K +$17.6K +376 +3%
DFA
1962
Delta Financial Advisors
Louisiana
$557K -$2.21K -47 -0.4%
LIA
1963
LS Investment Advisors
Michigan
$556K -$584K -12,455 -49%
PP
1964
PFS Partners
New Jersey
$555K +$73.2K +1,561 +14%
KCAM
1965
Kagan Cocozza Asset Management
New Jersey
$555K – – –
ESB
1966
Essex Savings Bank
Connecticut
$554K +$1.41K +30 +0.2%
CCA
1967
Childress Capital Advisors
Texas
$553K +$29K +618 +5%
TMWM
1968
Taylor & Morgan Wealth Management
Michigan
$553K -$5.82K -124 -0.9%
MCWA
1969
Meadow Creek Wealth Advisors
Georgia
$552K +$24.3K +518 +4%
KFA
1970
Krane Funds Advisors
New York
$552K +$116K +2,480 +23%
CS
1971
Cannell & Spears
New York
$552K +$1.97K +42 +0.3%
BAM
1972
Boyar Asset Management
New York
$551K +$40.9K +872 +7%
HFRG
1973
Houlihan Financial Resource Group
Virginia
$550K -$27.8K -592 -4%
CH
1974
Cromwell Holdings
Wyoming
$550K – – –
MFG
1975
Mainsail Financial Group
Washington
$545K -$23.2K -495 -4%
77 78
79
80 81