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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1451
Howard Financial Services
Texas
$471K +$8.24K +71 +2%
MA
1452
MONECO Advisors
Connecticut
$470K +$11.5K +99 +3%
WC
1453
Waterloo Capital
Texas
$470K +$140K +1,205 +44%
FB
1454
First Bancorp
Maine
$468K – – –
LWM
1455
Laidlaw Wealth Management
New York
$467K +$157K +1,350 +53%
HBT
1456
Heartland Bank & Trust
Illinois
$467K +$4.99K +43 +1%
KFS
1457
Kelly Financial Services
Massachusetts
$466K – – –
FSWA
1458
Financial Synergies Wealth Advisors
Texas
$466K +$6.38K +55 +1%
PSB
1459
Piscataqua Savings Bank
New Hampshire
$463K -$6.97K -60 -2%
JIP
1460
Jaffetilchin Investment Partners
Florida
$462K +$80.3K +692 +22%
PWMG
1461
Prestige Wealth Management Group
New Jersey
$461K +$297K +2,562 +202%
MM
1462
Meridian Management
Arkansas
$460K +$34.6K +298 +8%
WA
1463
Wealthstream Advisors
New York
$460K +$446K +3,838 New
CB
1464
CNB Bank
Pennsylvania
$459K -$16.6K -143 -4%
ATWA
1465
Arbor Trust Wealth Advisors
Michigan
$458K – – –
BFC
1466
Bedel Financial Consulting
Indiana
$458K – – –
MFS
1467
Mirabella Financial Services
United Kingdom
$455K -$525K -4,525 -54%
BFO
1468
Biltmore Family Office
North Carolina
$455K +$232 +2 +0.1%
RWA
1469
Ropes Wealth Advisors
Massachusetts
$452K +$144K +1,237 +49%
SG
1470
StoneX Group
New York
$449K +$51.2K +441 +13%
AIA
1471
Alera Investment Advisors
Illinois
$448K +$434K +3,742 New
WA
1472
WBH Advisory
Maryland
$447K -$144K -1,241 -25%
HL
1473
HeadInvest LLC
Maine
$447K – – –
GP
1474
Geneva Partners
Wisconsin
$447K -$13.1K -113 -3%
ESBC
1475
E.S. Barr & Co
Kentucky
$446K +$432K +3,725 New
57 58
59
60 61