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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2301
SageGuard Financial Group
Tennessee
$465K +$470K +7,909 New
TFO
2302
Tarbox Family Office
California
$464K -$3.98K -67 -0.8%
HC
2303
HNP Capital
New York
$460K +$59.4K +1,000 +15%
RGC
2304
Roberts, Glore & Co
Illinois
$459K – – –
STA
2305
Summit Trail Advisors
New York
$458K -$318K -5,347 -41%
ISWM
2306
Independent Solutions Wealth Management
New York
$455K -$17.3K -291 -4%
SBWIC
2307
Schaper Benz & Wise Investment Counsel
Wisconsin
$454K – – –
MMM
2308
Mendel Money Management
Illinois
$454K +$67.1K +1,130 +17%
TW
2309
Towerpoint Wealth
California
$452K +$1.66K +28 +0.4%
KM
2310
Kalos Management
Georgia
$451K -$198K -3,334 -30%
IF
2311
IRON Financial
Illinois
$451K -$34K -573 -7%
LBD
2312
Landsberg Bennett & Dubbaneh
Florida
$448K +$19.1K +321 +4%
AWM
2313
Aberdeen Wealth Management
Illinois
$448K +$45.4K +765 +11%
VRM
2314
Vectors Research Management
New York
$448K +$85.6K +1,442 +23%
FA
2315
Fiducient Advisors
Illinois
$447K +$121K +2,034 +36%
PBO
2316
Peoples Bank (Ohio)
Ohio
$445K +$68.1K +1,147 +18%
FC
2317
FCA Corp
Texas
$444K +$183K +3,084 +69%
22CM
2318
20/20 Capital Management
California
$443K +$4.75K +80 +1%
TCOK
2319
Trust Company of Kansas
Kansas
$443K +$11.6K +196 +3%
SRSA
2320
S.R. Schill & Associates
Washington
$442K – – –
GD
2321
Grandfield & Dodd
New York
$440K +$15.6K +262 +4%
IIA
2322
IPG Investment Advisors
California
$440K +$29.7K +500 +7%
BO
2323
BRR OpCo
Ohio
$439K -$38.7K -652 -8%
CCM
2324
Carlson Capital Management
Minnesota
$439K -$1.07K -18 -0.2%
KS
2325
Karpas Strategies
Connecticut
$439K +$15.1K +255 +4%
91 92
93
94 95