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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2376
Marion Wealth Management
Pennsylvania
$312K +$56.5K +1,393 +21%
CIAS
2377
CFS Investment Advisory Services
New Jersey
$311K -$52.4K -1,292 -14%
PSB
2378
Piscataqua Savings Bank
New Hampshire
$311K +$1.62K +40 +0.5%
SIC
2379
Sterling Investment Counsel
New York
$310K +$315K +7,757 New
BCI
2380
Blue Capital Inc
Nebraska
$310K +$34.3K +845 +13%
YLHM
2381
Yelin Lapidot Holdings Management
Israel
$308K -$54.2K -1,337 -15%
BWM
2382
BAM Wealth Management
Colorado
$308K +$56.3K +1,389 +23%
MLL
2383
Moody Lynn & Lieberson
Massachusetts
$307K -$6.04K -149 -2%
SWP
2384
Summit Wealth Partners
Florida
$307K -$4.58K -113 -1%
ABLA
2385
Alan B. Lancz & Associates
Ohio
$307K -$4.06K -100 -1%
IWA
2386
Icon Wealth Advisors
Texas
$307K -$935K -23,047 -75%
APWA
2387
Atlas Private Wealth Advisors
New Jersey
$307K -$86K -2,119 -22%
SM
2388
Salzhauer Michael
$307K – – –
FPW
2389
Flywheel Private Wealth
California
$306K – – –
ZWA
2390
Zinnia Wealth Advisory
Florida
$306K +$305K +7,515 New
JCM
2391
Jacobsen Capital Management
Utah
$306K -$39.9K -983 -12%
RC
2392
Rexford Capital
Texas
$305K +$15K +370 +5%
WBCM
2393
Wilson & Boucher Capital Management
California
$305K -$40.6K -1,000 -12%
BWP
2394
Baldwin Wealth Partners
Massachusetts
$304K – – –
WF
2395
WealthPoint Financial
North Carolina
$304K +$303K +7,468 New
OWA
2396
One Wealth Advisors
California
$303K +$112K +2,756 +59%
PWM
2397
Partnership Wealth Management
Maryland
$303K – – –
WF
2398
WoodTrust Financial
Wisconsin
$303K +$37.8K +933 +14%
IA
2399
IFG Advisors
Missouri
$303K – – –
ICP
2400
Impact Capital Partners
Colorado
$302K +$36.8K +907 +14%
94 95
96
97 98