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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2176
Socha Financial Group
New York
$427K +$6.66K +160 +2%
OFO
2177
OneAscent Family Office
Alabama
$427K +$49.6K +1,191 +14%
WTFG
2178
Wells Trecaso Financial Group
Ohio
$427K +$2.08K +50 +0.5%
PA
2179
Promethium Advisors
Maryland
$426K +$142K +3,400 +57%
CIAS
2180
CFS Investment Advisory Services
New Jersey
$426K -$18.7K -450 -5%
BP
2181
BBR Partners
New York
$426K – – –
SBF
2182
Sara-Bay Financial
Florida
$425K -$69.1K -1,661 -15%
GCA
2183
Genesee Capital Advisors
New York
$425K +$624 +15 +0.2%
AFW
2184
Atlantic Family Wealth
Florida
$424K +$13.6K +327 +4%
SWMG
2185
Stillwater Wealth Management Group
Florida
$424K +$63K +1,513 +19%
PMSA
2186
Patrick M. Sweeney & Associates
Illinois
$423K +$5.54K +133 +1%
KSWA
2187
Kathleen S. Wright Associates
Pennsylvania
$423K -$3.08K -74 -0.8%
UFA
2188
US Financial Advisors
Massachusetts
$422K – – –
CT
2189
Coastline Trust
Rhode Island
$422K -$20.8K -500 -5%
LWM
2190
LJI Wealth Management
Indiana
$421K +$52.4K +1,258 +16%
MLFP
2191
MPS Loria Financial Planners
Illinois
$421K +$5.08K +122 +1%
SLC
2192
Second Line Capital
Louisiana
$421K +$23.7K +570 +7%
HBT
2193
Heartland Bank & Trust
Illinois
$420K +$48.3K +1,160 +14%
CCC
2194
Chelsea Counsel Company
California
$420K -$881K -21,170 -70%
KNW
2195
Kesler Norman & Wride
Utah
$419K -$20.8K -499 -5%
CSI
2196
Cross Staff Investments
New York
$419K -$3.5K -84 -0.9%
BFS
2197
BridgePort Financial Solutions
Iowa
$418K +$17.2K +412 +5%
NGA
2198
Naples Global Advisors
Florida
$418K +$42.6K +1,024 +13%
LGW
2199
Leslie Global Wealth
Illinois
$417K +$11.8K +284 +3%
AP
2200
Appleton Partners
Massachusetts
$417K +$2.33K +56 +0.6%
86 87
88
89 90