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Name Holding Trade Value Shares
Change 		Change in
Stake
SWC
1426
Spectrum Wealth Counsel
Indiana
$25M +$24M +130,100 New
TAIM
1427
Te Ahumairangi Investment Management
New Zealand
$25M -$7.34M -39,755 -23%
MA
1428
MSA Advisors
California
$25M +$24M +130,061 New
ERWM
1429
Elk River Wealth Management
Colorado
$25M -$4.06K -22 -0%
GJCM
1430
Grand Jean Capital Management
California
$25M -$564K -3,057 -2%
CCM
1431
Chickasaw Capital Management
Tennessee
$25M -$84.4K -457 -0.4%
LA
1432
Legacy Advisors
Pennsylvania
$25M +$2.16M +11,674 +10%
1W
1433
1776 Wealth
Georgia
$25M +$719K +3,892 +3%
FG
1434
Foster Group
Iowa
$24.9M – – –
CT
1435
Chicago Trust
Illinois
$24.9M -$1.81M -9,790 -7%
SFG
1436
Sowa Financial Group
Rhode Island
$24.9M -$1.11M -6,009 -4%
WAS
1437
Winch Advisory Services
Wisconsin
$24.7M -$411K -2,224 -2%
CWP
1438
Cyndeo Wealth Partners
Florida
$24.6M +$3.57M +19,311 +18%
AP
1439
Atwood & Palmer
Missouri
$24.6M +$158K +855 +0.7%
PL
1440
Parthenon LLC
Kentucky
$24.6M +$53.4K +289 +0.2%
WA
1441
Wealth Architects
California
$24.6M +$673K +3,643 +3%
RCG
1442
Regatta Capital Group
California
$24.6M -$177K -959 -0.7%
SB
1443
Simmons Bank
Arkansas
$24.6M +$1.35M +7,297 +6%
HVIA
1444
Hudson Valley Investment Advisors
New York
$24.6M -$2.35M -12,748 -9%
PTB
1445
Pioneer Trust Bank
Oregon
$24.6M +$693K +3,751 +3%
CPRC
1446
Consolidated Portfolio Review Corp
New York
$24.5M +$975K +5,279 +4%
SG
1447
StoneX Group
New York
$24.5M +$2.41M +13,054 +11%
LWM
1448
Laidlaw Wealth Management
New York
$24.5M -$2.72M -14,755 -10%
CFGS
1449
Concourse Financial Group Securities
Alabama
$24.4M +$24.4K +132 +0.1%
WAM
1450
Wallington Asset Management
Indiana
$24.3M +$275K +1,491 +1%
56 57
58
59 60