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Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
1251
Quotient Wealth Partners
Texas
$731K +$54K +1,562 +8%
DWP
1252
Daymark Wealth Partners
Ohio
$730K -$70.2K -2,029 -9%
PWPS
1253
Pinnacle Wealth Planning Services
Ohio
$728K +$158K +4,559 +29%
IAIM
1254
International Assets Investment Management
Florida
$727K -$232K -6,700 -25%
MHS
1255
M Holdings Securities
Oregon
$726K -$158K -4,567 -18%
FMWA
1256
Forvis Mazars Wealth Advisors
Missouri
$718K -$49.7K -1,438 -7%
LA
1257
Lifeworks Advisors
Michigan
$717K +$64.9K +1,876 +10%
ST
1258
Sentinel Trust
Texas
$716K +$796 +23 +0.1%
SLI
1259
Sumitomo Life Insurance
Japan
$716K -$36.1K -1,045 -5%
SWM
1260
Spire Wealth Management
Virginia
$715K -$463K -13,373 -40%
BAM
1261
Berkshire Asset Management
Pennsylvania
$713K -$176K -5,094 -20%
TA
1262
Tectonic Advisors
Texas
$709K -$54.1K -1,565 -7%
FAM
1263
Formidable Asset Management
Ohio
$707K – – –
FCA
1264
FLC Capital Advisors
California
$706K -$187K -5,407 -21%
PP
1265
PDS Planning
Ohio
$703K +$934 +27 +0.1%
IPW
1266
Impact Partnership Wealth
Georgia
$702K -$95.3K -2,756 -12%
TC
1267
Trust Company
Kansas
$701K -$498K -14,409 -42%
CSIC
1268
Clifford Swan Investment Counsel
California
$697K +$4.98K +144 +0.7%
PIM
1269
Penobscot Investment Management
Massachusetts
$696K -$90.4K -2,613 -12%
TTIC
1270
Tower Trust & Investment Company
Iowa
$693K +$6.5K +188 +1%
PA
1271
PFG Advisors
Arizona
$693K +$132K +3,823 +25%
CBA
1272
Coastal Bridge Advisors
Connecticut
$691K -$6.75K -195 -1%
PMA
1273
Prudent Man Advisors
Illinois
$688K +$1.42K +41 +0.2%
GSEP
1274
Golden State Equity Partners
California
$686K +$29.4K +851 +5%
WHCI
1275
W.H. Cornerstone Investments
Massachusetts
$686K +$82.2K +2,376 +14%
49 50
51
52 53