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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2151
Fortis Capital Advisors
Kansas
$447K +$410K +9,860 New
PSP
2152
Pacific Sage Partners
Washington
$447K – – –
TWP
2153
Tower Wealth Partners
Pennsylvania
$447K -$26.5K -637 -6%
MWM
2154
Mattern Wealth Management
Kansas
$445K +$10.4K +250 +3%
CCG
2155
Chatham Capital Group
Georgia
$445K -$30.1K -723 -7%
SCP
2156
Sivia Capital Partners
California
$444K +$17.2K +413 +4%
CF
2157
Convergence Financial
Missouri
$444K +$69.1K +1,661 +20%
SCM
2158
SCS Capital Management
Massachusetts
$444K +$408K +9,789 New
SI
2159
Severin Investments
Missouri
$444K +$80.3K +1,929 +25%
FPL
2160
Fortress Private Ledger
North Carolina
$443K -$159K -3,829 -28%
RZH
2161
Relyea Zuckerberg Hanson
Connecticut
$443K +$33.6K +807 +9%
BAM
2162
Boyar Asset Management
New York
$442K -$25K -600 -6%
CRWM
2163
Castle Rock Wealth Management
California
$441K -$46.7K -1,122 -10%
PGWM
2164
Pitti Group Wealth Management
New York
$440K +$375 +9 +0.1%
OFS
2165
Orrstown Financial Services
Pennsylvania
$439K -$50.9K -1,223 -11%
FAFN
2166
First Affirmative Financial Network
Colorado
$438K -$53K -1,274 -12%
EW
2167
Elyxium Wealth
California
$437K +$401K +9,643 New
FI
2168
Finivi Inc
Massachusetts
$437K +$39.7K +954 +11%
CFS
2169
Commonwealth Financial Services
West Virginia
$436K -$73.7K -1,771 -16%
FNC
2170
First National Corp
Massachusetts
$435K +$34.3K +823 +9%
WBCM
2171
Wilson & Boucher Capital Management
California
$434K -$37.5K -900 -9%
WF
2172
Wayfinding Financial
Washington
$434K -$5.08K -122 -1%
IWA
2173
IVC Wealth Advisors
Pennsylvania
$433K +$13.8K +332 +4%
RK
2174
Rather & Kittrell
Tennessee
$432K +$397K +9,534 New
BOPW
2175
Brandywine Oak Private Wealth
Pennsylvania
$430K -$32.2K -773 -8%
85 86
87
88 89