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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2451
Chesapeake Wealth Management
Virginia
$9.79M -$184K -995 -2%
EFG
2452
Ethos Financial Group
Pennsylvania
$9.76M +$410K +2,218 +5%
PFS
2453
Prospect Financial Services
New York
$9.75M +$9.35M +50,652 New
SFG
2454
Sovereign Financial Group
Connecticut
$9.74M +$240K +1,300 +3%
YDMI
2455
Y.D. More Investments
Israel
$9.73M +$111K +600 +1%
WCM
2456
Wisconsin Capital Management
Wisconsin
$9.72M -$530K -2,868 -5%
CWP
2457
Capital Wealth Planning
Florida
$9.72M -$455M -2,466,350 -98%
RW
2458
Rede Wealth
Virginia
$9.72M -$29K -157 -0.3%
CTC
2459
Cetera Trust Company
Minnesota
$9.68M +$9.28M +50,266 New
LIA
2460
LBMC Investment Advisors
Tennessee
$9.66M +$26.8K +145 +0.3%
ATIA
2461
American Trust Investment Advisors
New Hampshire
$9.66M -$3.41M -18,444 -27%
WCA
2462
Waypoint Capital Advisors
Minnesota
$9.65M -$26.4K -143 -0.3%
LFA
2463
Laraway Financial Advisors
Minnesota
$9.65M -$182K -986 -2%
CB
2464
CNB Bank
Pennsylvania
$9.65M -$198K -1,074 -2%
FVWA
2465
Foster Victor Wealth Advisors
South Carolina
$9.65M -$320K -1,731 -3%
HL
2466
HeadInvest LLC
Maine
$9.65M -$564K -3,055 -6%
TFGT
2467
TS Financial Group (TSFG)
Illinois
$9.64M -$160K -866 -2%
AF
2468
Affiance Financial
Minnesota
$9.63M -$26.8K -145 -0.3%
BRCM
2469
Bright Rock Capital Management
Massachusetts
$9.63M – – –
KFBMI
2470
Kentucky Farm Bureau Mutual Insurance
Kentucky
$9.63M – – –
ACM
2471
Alight Capital Management
New York
$9.63M +$9.23M +50,000 New
WWG
2472
West Wealth Group
California
$9.63M +$1.01M +5,496 +12%
HBT
2473
Heartland Bank & Trust
Illinois
$9.62M -$595K -3,224 -6%
MAWA
2474
Moss Adams Wealth Advisors
Washington
$9.61M +$679K +3,680 +8%
EFSCE
2475
Enterprise Financial Services Corp (EFSC)
Missouri
$9.6M +$12.9K +70 +0.1%
97 98
99
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