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Name Holding Trade Value Shares
Change 		Change in
Stake
HG
2251
Harbor Group
New Hampshire
$478K -$24.1K -420 -5%
SFG
2252
Sunburst Financial Group
Alabama
$478K +$6.14K +107 +1%
FL
2253
Fort LP
Maryland
$477K -$317K -5,525 -39%
MHR
2254
Matthew Hamilton Rosenberg
$477K -$26.3K -459 -5%
CNB
2255
Camden National Bank
Maine
$477K -$23.7K -413 -5%
SRC
2256
Sage Rhino Capital
California
$477K +$4.08K +71 +0.8%
HC
2257
Hatton Consulting
Arizona
$477K +$489K +8,522 New
WAG
2258
Winthrop Advisory Group
Massachusetts
$473K -$67.9K -1,183 -12%
DA
2259
Denali Advisors
California
$471K -$1.62M -28,200 -77%
SEIA
2260
Signature Estate & Investment Advisors
California
$471K -$59.1K -1,030 -11%
TWM
2261
TMD Wealth Management
Arizona
$471K – – –
BP
2262
BBR Partners
New York
$470K -$158K -2,759 -25%
GD
2263
Grandfield & Dodd
New York
$470K -$56.9K -992 -11%
PL
2264
Parthenon LLC
Kentucky
$469K +$180K +3,129 +60%
OPWM
2265
Oxinas Partners Wealth Management
Indiana
$468K +$9.3K +162 +2%
JPG
2266
Jordan Park Group
California
$468K +$480K +8,358 New
KCA
2267
Karn Couzens & Associates
Connecticut
$467K -$13.5K -236 -3%
MWPCG
2268
Measured Wealth Private Client Group
New Hampshire
$467K -$11.6K -202 -2%
T
2269
TRUADVICE
Florida
$467K -$2.93K -51 -0.6%
PBO
2270
Peoples Bank (Ohio)
Ohio
$465K +$26.1K +455 +6%
PMFA
2271
Plante Moran Financial Advisors
Michigan
$465K +$49.1K +856 +12%
LC
2272
Lindbrook Capital
California
$464K -$11.4K -199 -2%
WAS
2273
Winch Advisory Services
Wisconsin
$462K +$6.49K +113 +1%
MFW
2274
Mosaic Family Wealth
Missouri
$460K -$46.2K -805 -9%
HSWM
2275
Hubbell Strickland Wealth Management
Louisiana
$460K +$1.66K +29 +0.4%
89 90
91
92 93