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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
951
Outlook Wealth Advisors
Texas
$1.35M -$5.22K -45 -0.4%
MBT
952
Montecito Bank & Trust
California
$1.35M -$42.7K -368 -3%
PG
953
Patten Group
Tennessee
$1.35M +$2.55K +22 +0.2%
TCA
954
Transcend Capital Advisors
New Jersey
$1.35M -$29.8K -257 -2%
MWM
955
Marion Wealth Management
Pennsylvania
$1.34M +$15.8K +136 +1%
VT
956
Vise Technologies
New York
$1.33M -$12.3K -106 -0.9%
ANBT
957
American National Bank & Trust
Texas
$1.33M +$182K +1,565 +16%
CWP
958
Curated Wealth Partners
California
$1.33M -$51.5K -444 -4%
MA
959
Mutual Advisors
Nebraska
$1.32M -$401K -3,454 -24%
FHA
960
Flagship Harbor Advisors
Massachusetts
$1.32M -$162K -1,395 -11%
WIA
961
Westbourne Investment Advisors
Maryland
$1.32M -$8.71K -75 -0.7%
AFP
962
Ausdal Financial Partners
Iowa
$1.32M +$121K +1,042 +10%
AWS
963
Aspen Wealth Strategies
Colorado
$1.32M +$3.83K +33 +0.3%
FPAS
964
Focus Partners Advisor Solutions
Missouri
$1.31M +$466K +4,013 +58%
MA
965
Montag & Associates
Georgia
$1.31M +$724K +6,233 +134%
PTP
966
Platform Technology Partners
New York
$1.31M +$85.1K +733 +7%
EH
967
Equitable Holdings
New York
$1.3M +$179K +1,542 +17%
CCFCSB
968
Cape Cod Five Cents Savings Bank
Massachusetts
$1.3M +$629K +5,421 +100%
RCM
969
Radnor Capital Management
Pennsylvania
$1.3M -$58K -500 -4%
HH
970
Hilltop Holdings
Texas
$1.3M -$32.2K -277 -2%
PCM
971
Palisade Capital Management
New Jersey
$1.3M – – –
PWG
972
Portside Wealth Group
Utah
$1.3M +$42.4K +365 +3%
CST
973
Charles Schwab Trust
Nevada
$1.29M +$257K +2,211 +26%
LWANC
974
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.29M -$103K -890 -8%
MWM
975
Mission Wealth Management
California
$1.29M +$103K +885 +9%
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