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Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
1351
Darden Wealth Group
Michigan
$822K +$657K +5,575 New
MLIC
1352
Mandatum Life Insurance Company
Finland
$816K +$248K +2,106 +61%
PPG
1353
Peak Planning Group
Colorado
$815K +$14.8K +126 +2%
EFS
1354
Essex Financial Services
Connecticut
$813K +$61.6K +523 +10%
PSC
1355
Portman Square Capital
United Kingdom
$812K -$99.1K -841 -13%
SFG
1356
SevenBridge Financial Group
Pennsylvania
$811K +$5.19K +44 +0.8%
MMPW
1357
Mitchell McLeod Pugh & Williams
Alabama
$809K -$23.6K -200 -4%
AGWCA
1358
Annis Gardner Whiting Capital Advisors
Florida
$809K +$68K +577 +12%
SXL
1359
Summit X LLC
Missouri
$807K +$67.4K +572 +12%
CA
1360
Cullinan Associates
Kentucky
$804K -$295K -2,500 -31%
RCAG
1361
Rehmann Capital Advisory Group
Michigan
$803K -$12K -102 -2%
TWM
1362
Tradition Wealth Management
Minnesota
$802K +$137K +1,164 +27%
AF
1363
Advisornet Financial
Minnesota
$801K +$10.7K +91 +2%
PVI
1364
Pine Valley Investments
New Jersey
$801K -$196K -1,666 -23%
FA
1365
Faithward Advisors
Pennsylvania
$797K – – –
BWA
1366
Blodgett Wealth Advisors
California
$796K -$35.4K -300 -5%
RSVP
1367
Ramsay Stattman Vela & Price
Colorado
$796K – – –
PP
1368
PDS Planning
Ohio
$796K +$50.9K +432 +9%
AC
1369
Allstate Corporation
Illinois
$795K -$38.4K -326 -6%
LIM
1370
Leavell Investment Management
Alabama
$795K -$4.48K -38 -0.7%
OWA
1371
Octavia Wealth Advisors
Ohio
$795K +$3.42K +29 +0.5%
LMKC
1372
L.M. Kohn & Company
Ohio
$795K -$1.77K -15 -0.3%
FCP
1373
Fidelis Capital Partners
Florida
$791K +$250K +2,123 +65%
HW
1374
Hancock Whitney
Mississippi
$791K +$22.4K +190 +4%
AFP
1375
Ausdal Financial Partners
Iowa
$790K +$52.9K +449 +9%
53 54
55
56 57