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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1251
Modern Wealth Management
Kansas
$826K +$69.2K +607 +10%
WFC
1252
Western Financial Corp
California
$824K -$54.3K -476 -7%
STA
1253
Summit Trail Advisors
New York
$824K +$8.1K +71 +1%
DRD
1254
Dennis R. Delaney
$822K – – –
PFBT
1255
Parkside Financial Bank & Trust
Missouri
$821K +$47.5K +416 +7%
IPW
1256
Impact Partnership Wealth
Georgia
$820K -$354K -3,105 -33%
LWMM
1257
Legacy Wealth Management (Mississippi)
Mississippi
$818K – – –
SCM
1258
SOL Capital Management
Maryland
$816K – – –
MWM
1259
Moran Wealth Management
Florida
$813K -$8.9K -78 -1%
PPA
1260
Painted Porch Advisors
California
$813K +$53.8K +472 +8%
BEI
1261
Benjamin Edwards Inc
Missouri
$810K -$435K -3,810 -37%
SPA
1262
Sherbrooke Park Advisers
New York
$803K +$720K +6,309 New
GRP
1263
Global Retirement Partners
California
$801K +$53.5K +469 +8%
FFA
1264
Fortune Financial Advisors
Kansas
$799K -$4.79K -42 -0.7%
FTWA
1265
Fifth Third Wealth Advisors
Ohio
$799K +$281K +2,461 +64%
LWAM
1266
Legacy Wealth Asset Management
Minnesota
$798K +$7.19K +63 +1%
GM
1267
GeoWealth Management
Illinois
$798K +$203K +1,776 +40%
SIMG
1268
Sonora Investment Management Group
Arizona
$796K -$104K -909 -13%
MFG
1269
Menard Financial Group
Texas
$794K +$129K +1,135 +22%
IF
1270
IRON Financial
Illinois
$794K +$712K +6,239 New
TFS
1271
Thoroughbred Financial Services
Tennessee
$794K -$250K -2,195 -26%
DDC
1272
DF Dent & Co
Maryland
$792K +$333K +2,919 +88%
WSC
1273
Wellington Shields & Co
New York
$791K – – –
CAG
1274
Csenge Advisory Group
Florida
$789K -$126K -1,103 -15%
SC
1275
SRB Corp
Massachusetts
$789K +$707K +6,200 New
49 50
51
52 53