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Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
2051
YHB Investment Advisors
Connecticut
$474K -$9.98K -265 -2%
MSWM
2052
McGlone Suttner Wealth Management
Wisconsin
$473K +$452K +12,000 New
CFG
2053
Cooper Financial Group
California
$472K +$20.8K +552 +5%
RCG
2054
Regatta Capital Group
California
$471K +$7.05K +187 +2%
SAA
2055
Southeast Asset Advisors
Georgia
$469K -$74K -1,965 -14%
LWP
2056
Lumature Wealth Partners
Georgia
$468K +$158K +4,187 +54%
W
2057
WealthOne
New York
$468K -$23.1K -613 -5%
HGERS
2058
Householder Group Estate & Retirement Specialist
Arizona
$468K -$84.2K -2,236 -16%
WF
2059
Wayfinding Financial
Washington
$467K -$5.43K -144 -2%
AC
2060
Addison Capital
Pennsylvania
$467K +$188 +5 +0%
DWMS
2061
Dominguez Wealth Management Solutions
Virginia
$465K +$445K +11,798 New
WAG
2062
Wallace Advisory Group
California
$465K +$444K +11,796 New
SFG
2063
Sather Financial Group
Texas
$465K +$444K +11,795 New
WDG
2064
Wealth Dimensions Group
Ohio
$464K +$4.29K +114 +1%
MPCG
2065
Matrix Private Capital Group
New York
$464K -$36.3K -963 -8%
PP
2066
PDS Planning
Ohio
$464K -$60.7K -1,611 -12%
MCM
2067
Monarch Capital Management
Indiana
$463K +$29K +770 +7%
BHWA
2068
Beacon Harbor Wealth Advisors
Virginia
$460K +$440K +11,686 New
CBFP
2069
Cedar Brook Financial Partners
Ohio
$460K -$125K -3,320 -22%
AAS
2070
Annex Advisory Services
Wisconsin
$459K -$133K -3,519 -23%
CPWA
2071
Cerro Pacific Wealth Advisors
California
$457K +$13.8K +365 +3%
PFBT
2072
Parkside Financial Bank & Trust
Missouri
$456K +$50K +1,328 +13%
CBT
2073
Central Bank & Trust
Kentucky
$455K -$181K -4,805 -29%
SAM
2074
Security Asset Management
New York
$455K +$123K +3,273 +40%
CCG
2075
Chatham Capital Group
Georgia
$453K -$139K -3,700 -24%
81 82
83
84 85