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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1301
Private Wealth Management Group
New Jersey
$84.8K -$922 -2 -2%
OA
1302
Operose Advisors
Wisconsin
$83.4K – – –
HNB
1303
Hilltop National Bank
Wyoming
$83.4K +$19.4K +42 +57%
TSMHT
1304
Thurston Springer Miller Herd & Titak
Indiana
$82.6K -$645K -1,398 -92%
LWCFA
1305
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79.6K – – –
GSWM
1306
Golden State Wealth Management
California
$79K -$4.61K -10 -8%
TFGT
1307
TS Financial Group (TSFG)
Illinois
$78K – – –
JWA
1308
JFS Wealth Advisors
Pennsylvania
$77.6K -$461 -1 -0.9%
EB
1309
Eastern Bank
Massachusetts
$75.4K +$48.4K +105 New
RA
1310
Rational Advisors
New York
$73.3K +$13.8K +30 +42%
HCM
1311
Hollencrest Capital Management
California
$71.9K -$184K -400 -80%
OWP
1312
ORG Wealth Partners
Texas
$71.9K – – –
CCC
1313
Chelsea Counsel Company
California
$71.9K +$46.1K +100 New
CPG
1314
Cornerstone Planning Group
New Jersey
$67K +$6.92K +15 +16%
1M
1315
1248 Management
Missouri
$62.5K – – –
PWA
1316
Physician Wealth Advisors
Utah
$61.8K +$17.5K +38 +79%
SAM
1317
Strive Asset Management
Ohio
$61.1K +$39.2K +85 New
CCM
1318
Cloud Capital Management
Washington
$61K +$39.7K +86 New
SC
1319
SouthState Corp
Florida
$58.9K -$6.92K -15 -15%
SL
1320
Salomon & Ludwin
Virginia
$58.7K +$39.7K +86 New
GBT
1321
Grove Bank & Trust
Florida
$58.2K +$37.4K +81 New
AEPWM
1322
Atlantic Edge Private Wealth Management
Florida
$57.5K +$36.9K +80 New
LFASL
1323
Lugano Financial Advisors SA (LFA)
Switzerland
$53.9K – – –
BBPWM
1324
Blue Bell Private Wealth Management
Pennsylvania
$53.2K +$2.77K +6 +9%
MA
1325
Montag & Associates
Georgia
$51.4K +$4.61K +10 +16%
51 52
53
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