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Name Holding Trade Value Shares
Change 		Change in
Stake
HIMS
1701
Hager Investment Management Services
New Hampshire
$326K -$13K -359 -4%
ZIG
1702
Zullo Investment Group
Pennsylvania
$325K -$541 -15 -0.2%
VWA
1703
Visionary Wealth Advisors
Illinois
$324K +$22.4K +620 +8%
BFWM
1704
Bright Futures Wealth Management
New York
$323K -$3.54K -98 -1%
MPM
1705
MBB Public Markets
Illinois
$321K +$314K +8,705 New
APW
1706
Aurora Private Wealth
New Jersey
$320K -$21.6K -598 -6%
AWMM
1707
Aegis Wealth Management (Maryland)
Maryland
$320K +$21.5K +596 +7%
RWP
1708
Revolve Wealth Partners
New Jersey
$319K -$8.66K -240 -3%
FIM
1709
Freedom Investment Management
Connecticut
$318K +$23.7K +657 +8%
SFG
1710
SNS Financial Group
Minnesota
$318K -$17.9K -497 -5%
GIM
1711
Goelzer Investment Management
Indiana
$317K -$7.25K -201 -2%
EM
1712
Excalibur Management
Massachusetts
$317K -$3.61K -100 -1%
SB
1713
Strategic Blueprint
Georgia
$317K +$30.2K +836 +11%
BHIA
1714
Birch Hill Investment Advisors
Massachusetts
$317K -$540K -14,953 -64%
GWAG
1715
Garrett Wealth Advisory Group
Texas
$316K +$97.2K +2,693 +46%
IGGA
1716
Iron Gate Global Advisors
Utah
$316K -$3.72K -103 -1%
CCG
1717
Catalina Capital Group
California
$316K -$421K -11,679 -58%
FOA
1718
Five Oceans Advisors
California
$315K -$137K -3,795 -31%
SWIM
1719
Smallwood Wealth Investment Management
New Jersey
$315K -$13.3K -369 -4%
MPW
1720
Monterey Private Wealth
California
$314K -$830 -23 -0.3%
RWP
1721
Ridgecrest Wealth Partners
California
$314K +$433 +12 +0.1%
GPWM
1722
Grant Private Wealth Management
California
$313K +$49.4K +1,368 +19%
HVIA
1723
Hudson Valley Investment Advisors
New York
$313K -$107K -2,979 -26%
FSA
1724
Franklin Street Advisors
North Carolina
$313K -$48.7K -1,350 -14%
BPWM
1725
Badgley Phelps Wealth Managers
Washington
$313K -$102K -2,828 -25%
67 68
69
70 71