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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
2976
Lipe & Dalton
New York
$77K – – –
LWMI
2977
Legacy Wealth Management (Idaho)
Idaho
$76.9K +$19.2K +90 +31%
CWIG
2978
Chung Wu Investment Group
Texas
$76.3K -$282K -1,320 -78%
PB
2979
Prosperity Bancshares
Texas
$74.9K -$6.19K -29 -7%
CNBT
2980
Cornerstone National Bank & Trust
Illinois
$74K – – –
GJIA
2981
Glass Jacobson Investment Advisors
Maryland
$73.6K – – –
ASCM
2982
Adkins Seale Capital Management
Louisiana
$71.8K – – –
HIC
2983
Hamrick Investment Counsel
Washington
$71.6K +$60.4K +283 +410%
EWM
2984
Evolution Wealth Management
Florida
$71.6K +$7.47K +35 +11%
MBFW
2985
Morton Brown Family Wealth
Pennsylvania
$71.2K – – –
RCM
2986
Raleigh Capital Management
North Carolina
$71K +$641 +3 +0.9%
HNW
2987
High Note Wealth
Minnesota
$70.6K -$1.28K -6 -2%
SG
2988
Sankala Group
Colorado
$70.2K -$1.28K -6 -2%
AF
2989
Abound Financial
California
$70K – – –
FGAM
2990
Financial Gravity Asset Management
Texas
$70K – – –
SC
2991
SouthState Corp
Florida
$69.6K +$9.18K +43 +14%
PGAM
2992
Princeton Global Asset Management
New Jersey
$69.4K – – –
TLFA
2993
True Link Financial Advisors
California
$67.7K +$71.1K +333 New
EA
2994
Evergreen Advisors
Tennessee
$67.3K +$70.7K +331 New
PWA
2995
Portus Wealth Advisors
North Carolina
$66.1K +$69.4K +325 New
HIA
2996
HFM Investment Advisors
New Jersey
$62.3K – – –
DWM
2997
Dogwood Wealth Management
Kansas
$61.2K +$5.55K +26 +9%
CJ
2998
Caitlin John
Michigan
$60.8K -$2.35K -11 -4%
FCG
2999
Financial Connections Group
California
$60K +$61.1K +286 +2,860%
PMFA
3000
Plante Moran Financial Advisors
Michigan
$59.8K -$1.92K -9 -3%
118 119
120
121 122