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Name Holding Trade Value Shares
Change 		Change in
Stake
NL
2401
Navalign LLC
California
$305K -$71.3K -1,689 -18%
SPF
2402
South Plains Financial
Texas
$305K +$321K +7,617 New
CYG
2403
Clean Yield Group
Vermont
$304K -$2.11K -50 -0.7%
WW
2404
Waterfront Wealth
Kansas
$304K -$633 -15 -0.2%
NPFS
2405
Novak & Powell Financial Services
Florida
$304K -$802 -19 -0.2%
DLHL
2406
Donald L. Hagan LLC
Florida
$304K +$3.21K +76 +1%
LF
2407
LifeSteps Financial
California
$304K +$5.91K +140 +2%
PCFFS
2408
Pacific Center for Financial Services
California
$303K +$12.5K +297 +4%
CB
2409
Centennial Bank
Arkansas
$302K -$6.29K -149 -2%
BWG
2410
Beta Wealth Group
California
$302K +$253 +6 +0.1%
LWM
2411
Lakeridge Wealth Management
Ohio
$301K +$2.07K +49 +0.7%
FPW
2412
Flywheel Private Wealth
California
$301K +$317K +7,523 New
NA
2413
Nautilus Advisors
California
$301K +$317K +7,523 New
PFG
2414
Putney Financial Group
California
$301K +$317K +7,519 New
RSVP
2415
Ramsay Stattman Vela & Price
Colorado
$300K -$42.2K -1,000 -12%
JPG
2416
Jordan Park Group
California
$300K – – –
AW
2417
Alteri Wealth
California
$299K +$316K +7,486 New
AFPL
2418
Advus Financial Partners, LLC
Florida
$299K -$16.9K -400 -5%
MF
2419
Meridian Financial
Massachusetts
$299K -$5.15K -122 -2%
PWM
2420
Partnership Wealth Management
Maryland
$298K – – –
CCA
2421
Childress Capital Advisors
Texas
$298K -$480K -11,374 -60%
EFA
2422
Evernest Financial Advisors
Indiana
$297K +$8.02K +190 +3%
SCM
2423
SOL Capital Management
Maryland
$297K -$17.3K -410 -5%
SWP
2424
Summit Wealth Partners
Florida
$296K -$16.7K -397 -5%
SC
2425
Saturna Capital
Washington
$296K -$11K -260 -3%
95 96
97
98 99