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Name Holding Trade Value Shares
Change 		Change in
Stake
EPM
976
Equitec Proprietary Markets
Illinois
$738K +$94.1K +700 +16%
SSWM
977
Sheets Smith Wealth Management
North Carolina
$737K +$672 +5 +0.1%
SWA
978
SOA Wealth Advisors
New York
$735K -$53.8K -400 -7%
CW
979
CreativeOne Wealth
Kansas
$732K -$368K -2,738 -35%
BS
980
Boenning & Scattergood
Pennsylvania
$732K +$37K +275 +6%
CCA
981
Cadent Capital Advisors
Oklahoma
$728K -$31.6K -235 -4%
TCOT
982
Trust Company of Toledo
Ohio
$728K -$10.8K -80 -2%
CWM
983
C2C Wealth Management
Arizona
$728K +$680K +5,058 New
MMPW
984
Mitchell McLeod Pugh & Williams
Alabama
$717K +$113K +840 +20%
BRC
985
Bell Rock Capital
Delaware
$715K +$666K +4,954 New
WPW
986
Warther Private Wealth
Ohio
$714K +$101K +755 +19%
CIM
987
CIM Investment Management
Pennsylvania
$712K -$74.1K -551 -10%
FAN
988
Financial Advisors Network
California
$712K -$2.55K -19 -0.4%
CBT
989
Central Bank & Trust
Kentucky
$712K +$82.3K +612 +14%
SF
990
Summit Financial
New Jersey
$704K +$115K +853 +21%
CT
991
Caldwell Trust
Florida
$702K +$97.5K +725 +17%
ACM
992
AlphaCrest Capital Management
New York
$700K -$648K -4,821 -50%
WE
993
Wealth Effects
Massachusetts
$699K +$653K +4,858 New
RWA
994
Redhawk Wealth Advisors
Minnesota
$697K -$13.4K -100 -2%
PWPS
995
Pinnacle Wealth Planning Services
Ohio
$696K +$35.6K +265 +6%
OPWM
996
Oxinas Partners Wealth Management
Indiana
$690K -$3.36K -25 -0.5%
RIL
997
Rothschild Investment LLC
Illinois
$689K -$13.4K -100 -2%
HCM
998
Hollencrest Capital Management
California
$687K +$12K +89 +2%
WANY
999
Wealthspire Advisors (New York)
New York
$683K +$93.3K +694 +17%
UAS
1000
United Asset Strategies
New York
$676K -$1.07K -8 -0.2%
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