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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
2401
Safeguard Investment Advisory Group
California
$306K -$10.5K -248 -3%
BMM
2402
Buffington Mohr McNeal
Idaho
$305K +$61.1K +1,449 +23%
NL
2403
Navalign LLC
California
$305K -$71.3K -1,689 -18%
SPF
2404
South Plains Financial
Texas
$305K +$321K +7,617 New
CYG
2405
Clean Yield Group
Vermont
$304K -$2.11K -50 -0.7%
WW
2406
Waterfront Wealth
Kansas
$304K -$633 -15 -0.2%
NPFS
2407
Novak & Powell Financial Services
Florida
$304K -$802 -19 -0.2%
DLHL
2408
Donald L. Hagan LLC
Florida
$304K +$3.21K +76 +1%
LF
2409
LifeSteps Financial
California
$304K +$5.91K +140 +2%
PCFFS
2410
Pacific Center for Financial Services
California
$303K +$12.5K +297 +4%
CB
2411
Centennial Bank
Arkansas
$302K -$6.29K -149 -2%
BWG
2412
Beta Wealth Group
California
$302K +$253 +6 +0.1%
LWM
2413
Lakeridge Wealth Management
Ohio
$301K +$2.07K +49 +0.7%
FPW
2414
Flywheel Private Wealth
California
$301K +$317K +7,523 New
NA
2415
Nautilus Advisors
California
$301K +$317K +7,523 New
PFG
2416
Putney Financial Group
California
$301K +$317K +7,519 New
RSVP
2417
Ramsay Stattman Vela & Price
Colorado
$300K -$42.2K -1,000 -12%
JPG
2418
Jordan Park Group
California
$300K – – –
AW
2419
Alteri Wealth
California
$299K +$316K +7,486 New
MF
2420
Meridian Financial
Massachusetts
$299K -$5.15K -122 -2%
PWM
2421
Partnership Wealth Management
Maryland
$298K – – –
CCA
2422
Childress Capital Advisors
Texas
$298K -$480K -11,374 -60%
EFA
2423
Evernest Financial Advisors
Indiana
$297K +$8.02K +190 +3%
SCM
2424
SOL Capital Management
Maryland
$297K -$17.3K -410 -5%
SWP
2425
Summit Wealth Partners
Florida
$296K -$16.7K -397 -5%
95 96
97
98 99