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Name Holding Trade Value Shares
Change 		Change in
Stake
NRWA
1276
North Ridge Wealth Advisors
Oregon
$607K +$594K +2,860 New
SWA
1277
SOA Wealth Advisors
New York
$604K -$20.8K -100 -3%
NFC
1278
Northeast Financial Consultants
Connecticut
$603K -$312K -1,500 -35%
ESB
1279
Essex Savings Bank
Connecticut
$603K – – –
SG
1280
StoneX Group
New York
$602K -$475K -2,286 -45%
BCM
1281
BlueCrest Capital Management
Jersey
$602K +$589K +2,836 New
SIC
1282
SJS Investment Consulting
Ohio
$602K +$252K +1,213 +75%
CFMC
1283
Curbstone Financial Management Corp
New Hampshire
$600K – – –
TCM
1284
Tradewinds Capital Management
Washington
$599K +$205K +986 +54%
FFA
1285
Fragasso Financial Advisors
Pennsylvania
$599K -$41.6K -200 -7%
TSWM
1286
Triangle Securities Wealth Management
North Carolina
$596K -$85.2K -410 -13%
GC
1287
GFG Capital
Florida
$596K -$333K -1,605 -51%
WF
1288
Welch & Forbes
Massachusetts
$595K -$102K -492 -15%
FFA
1289
Founders Financial Alliance
North Carolina
$594K -$209K -1,005 -26%
PCS
1290
Personal CFO Solutions
New Jersey
$592K +$16.8K +81 +3%
PTB
1291
Pioneer Trust Bank
Oregon
$592K +$28.7K +138 +5%
EFSCE
1292
Enterprise Financial Services Corp (EFSC)
Missouri
$591K +$2.29K +11 +0.4%
WP
1293
Wedgewood Partners
Missouri
$589K -$93.5K -450 -14%
WDG
1294
Wealth Dimensions Group
Ohio
$589K – – –
SFWA
1295
Summit Financial Wealth Advisors
Louisiana
$586K – – –
ACM
1296
Advisors Capital Management
New Jersey
$585K +$17.9K +86 +3%
LAM
1297
LifePro Asset Management
California
$584K – – –
IFPG
1298
Intrepid Financial Planning Group
Indiana
$583K -$10.4K -50 -2%
MCCP
1299
Mission Creek Capital Partners
California
$581K -$27.6K -133 -5%
JIC
1300
Joel Isaacson & Co
New York
$579K – – –
50 51
52
53 54