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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1426
GeoWealth Management
Illinois
$999K +$61K +378 +7%
HPIA
1427
Hamilton Point Investment Advisors
North Carolina
$998K -$80.7K -500 -7%
PWP
1428
Principle Wealth Partners
Connecticut
$997K +$303K +1,875 +44%
FB
1429
Fulton Bank
Pennsylvania
$995K -$29.9K -185 -3%
WFI
1430
West Family Investments
California
$995K +$117K +725 +13%
WSFG
1431
Wall Street Financial Group
Illinois
$994K +$376K +2,330 +61%
LWM
1432
Liberty Wealth Management
California
$994K +$15.5K +96 +2%
TSW
1433
Three Seasons Wealth
Utah
$994K +$991K +6,141 New
SFP
1434
Shepherd Financial Partners
Massachusetts
$985K +$28.2K +175 +3%
GBT
1435
Grove Bank & Trust
Florida
$980K – – –
CCA
1436
Childress Capital Advisors
Texas
$980K +$11K +68 +1%
SIM
1437
Sentry Investment Management
Wisconsin
$979K -$206K -1,274 -23%
MWA
1438
MFA Wealth Advisors
Pennsylvania
$974K +$972K +6,022 New
GTAM
1439
Global Trust Asset Management
Florida
$969K +$119K +736 +14%
OWA
1440
Octavia Wealth Advisors
Ohio
$968K -$11.3K -70 -1%
DWM
1441
Drive Wealth Management
Utah
$967K +$232K +1,437 +32%
SCM
1442
SCS Capital Management
Massachusetts
$964K +$333K +2,062 +53%
AWE
1443
Avidian Wealth Enterprises
Texas
$961K +$122K +759 +15%
RBFC
1444
Roman Butler Fullerton & Co
Missouri
$957K +$9.68K +60 +2%
MC
1445
Mirabaud & Cie
Switzerland
$957K -$64.6K -400 -6%
WEG
1446
World Equity Group
Illinois
$956K +$99.1K +614 +12%
BSB
1447
Bangor Savings Bank
Maine
$955K +$740K +4,588 +349%
CIM
1448
Cambria Investment Management
California
$954K +$7.75K +48 +0.8%
OIA
1449
Optimum Investment Advisors
Illinois
$951K +$1.61K +10 +0.2%
PTC
1450
Private Trust Company
Ohio
$950K -$31.1K -193 -3%
56 57
58
59 60