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Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
1676
Per Stirling Capital Management
Texas
$271K +$5.14K +50 +2%
EIG
1677
Ellenbecker Investment Group
Wisconsin
$270K +$33.9K +330 +14%
SAM
1678
Strategy Asset Managers
California
$269K +$8.53K +83 +3%
IBOK
1679
Independence Bank of Kentucky
Kentucky
$268K +$87.9K +855 +49%
SW
1680
Solidarity Wealth
Utah
$268K – – –
KOC
1681
Koss-Olinger Consulting
Florida
$268K – – –
TSW
1682
Thompson Siegel & Walmsley
Virginia
$268K – – –
RCM
1683
Requisite Capital Management
Texas
$267K – – –
NME
1684
Notis-McConarty Edward
$267K – – –
PCA
1685
Peddock Capital Advisors
Massachusetts
$267K -$13.3K -129 -5%
DCM
1686
Donaldson Capital Management
Indiana
$265K +$263K +2,558 New
LC
1687
Lavaca Capital
Texas
$265K +$263K +2,555 New
PPG
1688
Peak Planning Group
Colorado
$265K -$4.11K -40 -2%
LWM
1689
Laidlaw Wealth Management
New York
$264K +$8.94K +87 +4%
LRWA
1690
Long Run Wealth Advisors
New York
$264K +$32.9K +320 +14%
WW
1691
Waterfront Wealth
Kansas
$264K – – –
ITIM
1692
Indiana Trust & Investment Management
Indiana
$264K -$32.6K -317 -11%
KWM
1693
Kolinsky Wealth Management
New Jersey
$264K +$6.58K +64 +3%
SDH
1694
Sloy Dahl & Holst
Washington
$264K – – –
CM
1695
Capula Management
Cayman Islands
$263K -$2.21M -21,472 -89%
RWA
1696
Ropes Wealth Advisors
Massachusetts
$263K +$16.3K +159 +7%
QPWM
1697
Quadrant Private Wealth Management
Pennsylvania
$262K +$411 +4 +0.2%
LG
1698
LaFleur & Godfrey
Michigan
$262K -$123K -1,200 -32%
WI
1699
Wintrust Investments
Illinois
$262K -$73.8K -718 -22%
ICP
1700
Interchange Capital Partners
Pennsylvania
$262K -$77.9K -758 -23%
66 67
68
69 70