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Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
2326
Alan B. Lancz & Associates
Ohio
$336K -$65.5K -1,514 -17%
NL
2327
Navalign LLC
California
$336K +$303 +7 +0.1%
BC
2328
Barrett & Company
Rhode Island
$335K +$909 +21 +0.3%
OAS
2329
Optivise Advisory Services
Tennessee
$335K +$77K +1,778 +30%
CCAL
2330
City Center Advisors LLC
Michigan
$335K -$6.28K -145 -2%
DLHL
2331
Donald L. Hagan LLC
Florida
$334K +$606 +14 +0.2%
PSB
2332
Piscataqua Savings Bank
New Hampshire
$334K -$13K -300 -4%
WRPWM
2333
Werba Rubin Papier Wealth Management
California
$334K -$47.8K -1,104 -13%
NFA
2334
Northwest Financial Advisors
Virginia
$332K +$1.6K +37 +0.5%
BTWM
2335
Brass Tax Wealth Management
Ohio
$331K +$3.03K +70 +0.9%
CWM
2336
Chicago Wealth Management
Illinois
$331K +$326K +7,527 New
FPW
2337
Flywheel Private Wealth
California
$331K – – –
IWP
2338
Innova Wealth Partners
Pennsylvania
$330K +$325K +7,507 New
AFPL
2339
Advus Financial Partners, LLC
Florida
$330K -$34.7K -802 -10%
LT
2340
Legacy Trust
Michigan
$329K +$324K +7,492 New
BWP
2341
Baldwin Wealth Partners
Massachusetts
$329K +$29.3K +678 +10%
MWM
2342
MBE Wealth Management
Wisconsin
$329K -$476 -11 -0.1%
FNWM
2343
Financial Network Wealth Management
Utah
$328K +$357K +8,254 New
CWM
2344
Challenger Wealth Management
California
$328K +$10.8K +250 +3%
IIC
2345
Integrated Investment Consultants
Michigan
$328K +$31.9K +737 +11%
LF
2346
LifeSteps Financial
California
$327K +$130 +3 +0%
KFS
2347
Kelly Financial Services
Massachusetts
$327K +$6.93K +160 +2%
MBTD
2348
Mechanics Bank - Trust Department
California
$327K -$400K -9,235 -55%
PWM
2349
Partnership Wealth Management
Maryland
$327K – – –
IA
2350
IFG Advisors
Missouri
$327K -$26.2K -605 -8%
92 93
94
95 96