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Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
1251
Joseph Group Capital Management
Ohio
$17.1K +$5.32K +11 +34%
CAL
1252
Capital Advisors Ltd
Ohio
$17K +$3.87K +8 +23%
PG
1253
Proffitt & Goodson
Tennessee
$15.9K -$8.22K -17 -30%
UFPG
1254
United Financial Planning Group
New York
$15.9K +$8.7K +18 +82%
SWP
1255
Strategic Wealth Partners
Ohio
$15.4K +$3.38K +7 +22%
WAG
1256
Wilkerson Advisory Group
Missouri
$15.1K +$4.35K +9 +31%
WA
1257
Westfuller Advisors
New York
$14.7K -$38.7K -80 -68%
GWSA
1258
Global Wealth Strategies & Associates
Colorado
$13.9K – – –
GIA
1259
GHP Investment Advisors
Colorado
$13.9K +$4.35K +9 +35%
MAM
1260
Marquette Asset Management
Minnesota
$13.5K +$2.9K +6 +21%
HWA
1261
Heritage Wealth Advisors
Virginia
$13.2K -$6.28K -13 -28%
SC
1262
SouthState Corp
Florida
$13.1K -$1.93K -4 -11%
MA
1263
Montag & Associates
Georgia
$12.8K -$483 -1 -3%
SIC
1264
SJS Investment Consulting
Ohio
$12.7K -$17.4K -36 -53%
PB
1265
Pinnacle Bancorp
Nebraska
$12.7K -$1.45K -3 -9%
BHWM
1266
Bay Harbor Wealth Management
Maryland
$12.3K +$3.38K +7 +29%
WT
1267
Whittier Trust
California
$12K +$7.73K +16 +123%
FDW
1268
Fourth Dimension Wealth
Ohio
$11.9K -$121K -250 -89%
EWM
1269
Evolution Wealth Management
Florida
$11.9K +$7.73K +16 +114%
AWM
1270
Abound Wealth Management
Tennessee
$11.8K -$1.45K -3 -9%
DPW
1271
DiNuzzo Private Wealth
Pennsylvania
$11.5K – – –
VR
1272
Vision Retirement
New Jersey
$11.5K – – –
RWM
1273
Raffa Wealth Management
District of Columbia
$11.5K +$483 +1 +4%
PWMG
1274
Prestige Wealth Management Group
New Jersey
$11.5K +$4.35K +9 +45%
WETS
1275
Wealth Enhancement Trust Services
South Dakota
$11.3K -$95.2K -197 -87%
49 50
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