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Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1476
Winch Advisory Services
Wisconsin
$21.7M -$283K -1,557 -1%
TPI
1477
Trust Point Inc
Wisconsin
$21.7M +$2.12M +11,676 +10%
CWA
1478
Clarity Wealth Advisors
California
$21.7M +$112K +616 +0.5%
MSFS
1479
Main Street Financial Solutions
Pennsylvania
$21.6M +$393K +2,159 +2%
RCG
1480
Regatta Capital Group
California
$21.6M -$345K -1,899 -1%
SWC
1481
Spectrum Wealth Counsel
Indiana
$21.5M -$817K -4,494 -3%
WAM
1482
Wallington Asset Management
Indiana
$21.5M -$175K -965 -0.8%
TNBTD
1483
Trustmark National Bank Trust Department
Mississippi
$21.5M -$1.13M -6,219 -5%
WA
1484
Wealth Architects
California
$21.5M -$493K -2,709 -2%
SG
1485
StoneX Group
New York
$21.4M -$401K -2,207 -2%
MCC
1486
Money Concepts Capital
Florida
$21.4M -$45.3K -249 -0.2%
ESB
1487
Essex Savings Bank
Connecticut
$21.4M – – –
IFWM
1488
Institute for Wealth Management
Colorado
$21.4M +$408K +2,246 +2%
CA
1489
Cornerstone Advisory
Maryland
$21.4M -$122K -669 -0.5%
CI
1490
Conning Inc
Connecticut
$21.3M +$454K +2,499 +2%
CNBTD
1491
Citizens National Bank Trust Department
Mississippi
$21.3M -$264K -1,451 -1%
KWMG
1492
King Wealth Management Group
Florida
$21.3M +$1.06M +5,852 +5%
MF
1493
Montis Financial
Massachusetts
$21.3M -$6.6M -36,292 -23%
CCM
1494
Canal Capital Management
Virginia
$21.3M +$141K +774 +0.6%
HIC
1495
Holderness Investments Company
North Carolina
$21.3M -$240K -1,320 -1%
VAS
1496
Valicenti Advisory Services
New York
$21.2M +$30.2K +166 +0.1%
FHB
1497
First Hawaiian Bank
Hawaii
$21.2M -$2.83M -15,589 -11%
PL
1498
Plancorp LLC
Missouri
$21.2M +$846K +4,652 +4%
JFGIW
1499
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.1M -$1.96M -10,792 -8%
QPW
1500
Quantum Private Wealth
Florida
$21M -$231K -1,272 -1%
58 59
60
61 62