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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Athena Wealth Management
Nevada
$1.02M +$989K +10,936 New
SHFA
1027
SS&H Financial Advisors
Michigan
$1.02M – – –
CBOR
1028
Community Bank of Raymore
Missouri
$1.02M – – –
V
1029
ViaWealth
Kansas
$1.02M -$93.6K -1,035 -9%
EC
1030
Enhancing Capital
Pennsylvania
$1.02M – – –
CT
1031
Caldwell Trust
Florida
$1.02M -$77.6K -858 -7%
FMTC
1032
Farmers & Merchants Trust Company
California
$1.02M -$18.6K -206 -2%
WIA
1033
Westbourne Investment Advisors
Maryland
$1.01M -$22.6K -250 -2%
TA
1034
Tectonic Advisors
Texas
$1.01M +$25.2K +279 +3%
OHWP
1035
Oak Harbor Wealth Partners
North Carolina
$1.01M +$132K +1,461 +16%
MWM
1036
Modera Wealth Management
New Jersey
$1.01M -$49.3K -545 -5%
LIA
1037
Lynx Investment Advisory
District of Columbia
$1M -$2.26K -25 -0.2%
APW
1038
Aventura Private Wealth
Florida
$1M -$96.9K -1,071 -9%
BSA
1039
Bull Street Advisors
Georgia
$998K – – –
XF
1040
XML Financial
Maryland
$996K -$146K -1,614 -13%
SWM
1041
Segment Wealth Management
Texas
$995K -$141K -1,554 -13%
WANY
1042
Wealthspire Advisors (New York)
New York
$993K +$334K +3,696 +53%
NL
1043
Navalign LLC
California
$993K +$64.8K +717 +7%
CPIG
1044
Chicago Partners Investment Group
Illinois
$991K +$360K +3,977 +65%
HWAM
1045
Hennion & Walsh Asset Management
New Jersey
$990K -$82K -907 -8%
NAS
1046
Nicolet Advisory Services
Wisconsin
$989K +$8.59K +95 +0.9%
ET
1047
Equitable Trust
Tennessee
$987K -$97K -1,073 -9%
PWAM
1048
Pinnacle West Asset Management
Wyoming
$985K +$6.78K +75 +0.7%
BAM
1049
Byrne Asset Management
New Jersey
$982K -$56.2K -621 -6%
IFWM
1050
Institute for Wealth Management
Colorado
$981K -$6.51K -72 -0.7%
40 41
42
43 44