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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
826
Private Trust Company
Ohio
$626K -$8.02K -2 -1%
SP
827
Sequent Planning
Nebraska
$626K – – –
PP
828
PDS Planning
Ohio
$626K +$4.01K +1 +0.7%
SF
829
Summit Financial
New Jersey
$626K +$60.2K +15 +11%
VCP
830
Verus Capital Partners
Arizona
$626K +$72.2K +18 +14%
GAM
831
Groupama Asset Management
France
$626K +$586K +146 New
MFG
832
MidWestOne Financial Group
Iowa
$622K – – –
SAI
833
Savvy Advisors Inc
New York
$621K +$269K +67 +86%
BCM
834
Brookstone Capital Management
Illinois
$618K +$16K +4 +3%
WAP
835
Wealthcare Advisory Partners
Pennsylvania
$618K +$16K +4 +3%
CWG
836
Cornerstone Wealth Group
North Carolina
$617K +$4.01K +1 +0.7%
ABWM
837
Alpine Bank Wealth Management
Colorado
$614K – – –
FC
838
FCA Corp
Texas
$614K – – –
MMCM
839
Murphy & Mullick Capital Management
New York
$614K – – –
WC
840
Woodstock Corp
Massachusetts
$614K – – –
LCM
841
LCM Capital Management
Illinois
$609K – – –
MSFS
842
Main Street Financial Solutions
Pennsylvania
$605K +$140K +35 +33%
CPIG
843
Chicago Partners Investment Group
Illinois
$597K +$56.2K +14 +10%
PWP
844
Prasad Wealth Partners
Ohio
$597K -$116K -29 -17%
BFO
845
Boston Family Office
Massachusetts
$588K -$16K -4 -3%
LCWP
846
Legacy Capital Wealth Partners
Arkansas
$588K +$48.1K +12 +10%
CS
847
Capital Square
Tennessee
$583K +$48.1K +12 +10%
BAAM
848
Baker Avenue Asset Management
California
$583K +$104K +26 +24%
MWM
849
Meridian Wealth Management
Kentucky
$582K -$104K -26 -16%
FFM
850
Forum Financial Management
Illinois
$580K +$72.2K +18 +15%
32 33
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35 36