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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1676
Stratos Investment Management
Ohio
$610K +$16.3K +101 +3%
FUBT
1677
First United Bank & Trust
Maryland
$610K +$98.4K +610 +19%
GSB
1678
Greenfield Savings Bank
Massachusetts
$610K -$127K -785 -17%
PWA
1679
Prairie Wealth Advisors
Nebraska
$608K – – –
BFG
1680
Beacon Financial Group
Texas
$607K +$6.46K +40 +1%
PAS
1681
PKS Advisory Services
New York
$607K +$1.13K +7 +0.2%
PWS
1682
Peterson Wealth Services
Utah
$607K +$663K +4,111 +112%
EI
1683
Ellevest Inc
New York
$606K +$362K +2,244 +149%
MWM
1684
MinichMacGregor Wealth Management
New York
$606K +$122K +759 +25%
MFS
1685
Madrona Financial Services
Washington
$606K +$33.6K +208 +6%
SWM
1686
SilverOak Wealth Management
Minnesota
$603K -$110K -679 -15%
FWC
1687
First Washington Corp
Washington
$602K – – –
JFGIW
1688
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$601K +$52.8K +327 +10%
AW
1689
Alteri Wealth
California
$600K -$19K -118 -3%
AWM
1690
Aprio Wealth Management
Georgia
$600K +$61.8K +383 +12%
SL
1691
SWMG LLC
Texas
$598K +$4.2K +26 +1%
BWM
1692
BlackDiamond Wealth Management
New York
$593K +$28.9K +179 +5%
IWA
1693
Icon Wealth Advisors
Texas
$591K – – –
BFS
1694
Burr Financial Services
California
$590K +$143K +885 +32%
TCMP
1695
Thrive Capital Management (Pennsylvania)
Pennsylvania
$588K -$646 -4 -0.1%
FBT
1696
First Bank & Trust
South Dakota
$588K +$1.29K +8 +0.2%
WA
1697
Wealth Alliance
New York
$586K -$311K -1,925 -35%
SAM
1698
Seelaus Asset Management
New Jersey
$586K +$33.1K +205 +6%
BCMLT
1699
Beacon Capital Management LLC (Tennessee)
Tennessee
$584K -$15.7K -97 -3%
CSA
1700
Cornerstone Select Advisors
Missouri
$583K +$208K +1,290 +56%
66 67
68
69 70