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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
751
FSM Wealth Advisors
Ohio
$211K +$199K +6,634 New
PMG
752
ProVise Management Group
Florida
$211K -$3.1K -103 -1%
TCWM
753
Total Clarity Wealth Management
Illinois
$208K -$38.6K -1,284 -15%
MAWAG
754
Mid-American Wealth Advisory Group
Missouri
$208K – – –
CW
755
CreativeOne Wealth
Kansas
$208K -$244K -8,107 -54%
FCBT
756
First Citizens Bank & Trust
North Carolina
$208K -$1.8K -60 -0.8%
MW
757
Marcum Wealth
Ohio
$207K -$131K -4,359 -38%
GWM
758
GSB Wealth Management
Connecticut
$207K – – –
NPPM
759
North Point Portfolio Managers
Ohio
$206K – – –
PJWM
760
Philip James Wealth Mangement
Georgia
$204K +$8.32K +277 +4%
MP
761
McDonald Partners
Ohio
$204K -$90.9K -3,025 -31%
MWA
762
Medallion Wealth Advisors
Connecticut
$204K +$189K +6,289 New
PWA
763
PCG Wealth Advisors
Kansas
$203K -$11.7K -388 -5%
HH
764
Hilltop Holdings
Texas
$203K -$23.1K -769 -10%
FAM
765
Formidable Asset Management
Ohio
$202K -$12.2K -407 -6%
TW
766
Traveka Wealth
California
$202K +$6.91K +230 +3%
SWM
767
Spire Wealth Management
Virginia
$201K -$32.1K -1,068 -14%
OIA
768
Optimum Investment Advisors
Illinois
$195K – – –
DSC
769
Duncker Streett & Co
Missouri
$192K – – –
DPW
770
DiNuzzo Private Wealth
Pennsylvania
$189K – – –
CCG
771
Ceeto Capital Group
Florida
$186K – – –
HBT
772
Hills Bank & Trust
Iowa
$179K +$33.6K +1,117 +23%
POIA
773
Pin Oak Investment Advisors
Texas
$176K – – –
CA
774
CoreCap Advisors
Michigan
$162K -$15.5K -515 -9%
LIS
775
Legacy Investment Solutions
Idaho
$160K +$149K +4,962 +49,620%
29 30
31
32 33