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Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
2351
FRG Family Wealth Advisors
Washington
$396K -$76.1K -1,642 -17%
MW
2352
Marble Wealth
Alabama
$396K -$1.41M -30,397 -79%
CF
2353
Claris Financial
Virginia
$395K -$50.7K -1,095 -12%
SI
2354
Stirlingshire Investments
New York
$394K +$463 +10 +0.1%
MPCG
2355
Matrix Private Capital Group
New York
$393K – – –
ICP
2356
Impact Capital Partners
Colorado
$392K +$18.3K +395 +5%
MLL
2357
Moody Lynn & Lieberson
Massachusetts
$392K +$12.2K +264 +3%
OC
2358
Oakworth Capital
Alabama
$392K +$37.9K +817 +12%
FA
2359
Fermata Advisors
California
$392K +$116K +2,500 +47%
BBI
2360
Baxter Bros Inc
Connecticut
$391K -$2.13K -46 -0.6%
FG
2361
Foster Group
Iowa
$391K +$23K +497 +7%
OA
2362
Oasis Advisors
Iowa
$391K +$361K +7,785 New
LIA
2363
Limestone Investment Advisors
New York
$391K +$361K +7,780 New
TWM
2364
TRB Wealth Management
Texas
$389K +$359K +7,752 New
KFAS
2365
Keating Financial Advisory Services
Kansas
$387K -$221K -4,769 -38%
EWM
2366
Elevatus Welath Management
New York
$387K -$23K -497 -6%
BAM
2367
Byrne Asset Management
New Jersey
$387K -$16.9K -364 -5%
SWK
2368
Stephen W. Kidder
$387K – – –
HBFP
2369
Henderson Brothers Financial Partners
Pennsylvania
$385K +$356K +7,672 New
TVPW
2370
Third View Private Wealth
Connecticut
$385K -$6.58K -142 -2%
BWAM
2371
Boyd Watterson Asset Management
Ohio
$385K -$157K -3,381 -31%
PSB
2372
Piscataqua Savings Bank
New Hampshire
$383K – – –
ALA
2373
Atlas Legacy Advisors
California
$383K -$82.9K -1,789 -19%
EFA
2374
Evernest Financial Advisors
Indiana
$381K +$102K +2,199 +37%
NWM
2375
Northwest Wealth Management
Iowa
$381K +$9.13K +197 +3%
93 94
95
96 97