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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1576
WealthPLAN Partners
Nebraska
$370K +$396K +3,259 New
DWM
1577
Destination Wealth Management
California
$370K +$14K +115 +4%
DLA
1578
Douglas Lane & Associates
New York
$370K -$7.29K -60 -2%
FHC
1579
First Heartland Consultants
Missouri
$369K +$28K +230 +8%
ST
1580
Spinnaker Trust
Maine
$369K – – –
PM
1581
Penbrook Management
New York
$368K -$8.02K -66 -2%
STA
1582
Summit Trail Advisors
New York
$366K -$6.81K -56 -2%
WIM
1583
WealthPlan Investment Management
Nebraska
$366K +$16.7K +137 +4%
CWM
1584
Cabot Wealth Management
Massachusetts
$366K – – –
HBW
1585
Hazlett, Burt & Watson
West Virginia
$366K +$729 +6 +0.2%
SFG
1586
Steward Financial Group
Texas
$365K – – –
SA
1587
Scarborough Advisors
Maryland
$365K -$75.2K -619 -17%
BDFN
1588
Bond & Devick Financial Network
Minnesota
$363K -$12.2K -100 -3%
WBG
1589
Wharton Business Group
Pennsylvania
$362K – – –
MSFS
1590
Main Street Financial Solutions
Pennsylvania
$362K +$36.2K +298 +11%
AC
1591
Apella Capital
Connecticut
$361K +$28.9K +238 +8%
WSCM
1592
Wellington Shields Capital Management
New York
$359K – – –
RVPG
1593
Relative Value Partners Group
$359K -$43.9K -361 -11%
BBWP
1594
Beacon Bridge Wealth Partners
Pennsylvania
$358K +$369K +3,035 New
MGAM
1595
McGowan Group Asset Management
Texas
$358K -$15.8K -130 -4%
PCA
1596
Pallas Capital Advisors
Massachusetts
$357K -$4.62K -38 -1%
GG
1597
Greenwood Gearhart
Arkansas
$356K – – –
FPGK
1598
Financial Partners Group (Kansas)
Kansas
$356K +$386K +3,172 New
CCG
1599
Ceeto Capital Group
Florida
$356K -$243K -2,000 -40%
MCI
1600
MRP Capital Investments
Georgia
$355K +$371K +3,055 New
62 63
64
65 66