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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1476
RKL Wealth Management
Pennsylvania
$32M +$3.64M +15,446 +14%
HVIA
1477
Hudson Valley Investment Advisors
New York
$32M -$666K -2,826 -2%
CG
1478
CFO4Life Group
Texas
$32M -$8.01K -34 -0%
BWL
1479
Bogart Wealth LLC
Virginia
$32M +$573K +2,430 +2%
AHC
1480
Anderson Hoagland & Co
Missouri
$32M -$3.46M -14,684 -10%
MSFS
1481
Main Street Financial Solutions
Pennsylvania
$32M +$1.77M +7,493 +6%
LCGC
1482
Legacy Capital Group California
California
$31.9M -$248K -1,052 -0.8%
BMC
1483
Benin Management Corp
Connecticut
$31.9M -$15.3K -65 -0.1%
FMTC
1484
Farmers & Merchants Trust Company
California
$31.9M -$733K -3,110 -2%
IWA
1485
IBEX Wealth Advisors
New Jersey
$31.9M -$34.5M -146,494 -53%
NHT
1486
New Hampshire Trust
New Hampshire
$31.9M +$131K +557 +0.4%
SMA
1487
Sage Mountain Advisors
Georgia
$31.9M +$3.59M +15,224 +14%
WIM
1488
Wittenberg Investment Management
Massachusetts
$31.9M -$3.52M -14,944 -11%
FFS
1489
Fischer Financial Services
Pennsylvania
$31.8M +$29.9M +127,009 New
NG
1490
Norden Group
Utah
$31.8M +$199K +843 +0.7%
IFWM
1491
Institute for Wealth Management
Colorado
$31.7M -$267K -1,135 -0.9%
G
1492
GenTrust
Florida
$31.7M +$685K +2,906 +2%
SFG
1493
SevenBridge Financial Group
Pennsylvania
$31.7M -$1.99M -8,440 -6%
PWW
1494
Pettyjohn Wood & White
Virginia
$31.6M -$682K -2,894 -2%
NM
1495
NWI Management
New York
$31.6M – – –
CA
1496
Continuum Advisory
Idaho
$31.5M +$72.4K +307 +0.2%
PA
1497
Perennial Advisors
New York
$31.5M +$29.7M +125,821 New
IWA
1498
Icon Wealth Advisors
Texas
$31.5M +$530K +2,250 +2%
IB
1499
Intrust Bank
Kansas
$31.5M -$738K -3,133 -2%
VV
1500
Verity & Verity
South Carolina
$31.5M +$1.33M +5,631 +5%
58 59
60
61 62