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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1901
Paulson Wealth Management
Illinois
$847K +$7.73K +155 +0.9%
DWM
1902
Drive Wealth Management
Utah
$843K -$130K -2,603 -13%
T
1903
TOBAM
France
$840K -$23.4K -468 -3%
SFA
1904
Souders Financial Advisors
Ohio
$837K -$162K -3,251 -16%
SOAMC
1905
Spirit of America Management Corp
New York
$836K – – –
MSWM
1906
McGlone Suttner Wealth Management
Wisconsin
$835K -$2.15K -43 -0.3%
GA
1907
Geller Advisors
New York
$833K +$21K +421 +3%
IWP
1908
Insight Wealth Partners
Texas
$833K – – –
SB
1909
Sunflower Bank
Texas
$832K -$9.53K -191 -1%
HFM
1910
Hartford Funds Management
Pennsylvania
$830K +$121K +2,428 +17%
SIG
1911
Sky Investment Group
Connecticut
$830K – – –
EFSCE
1912
Enterprise Financial Services Corp (EFSC)
Missouri
$828K -$67.6K -1,355 -8%
EFG
1913
Everhart Financial Group
Ohio
$828K +$115K +2,309 +16%
AIM
1914
Athena Investment Management
California
$827K -$4.99K -100 -0.6%
LCM
1915
Liberty Capital Management
Michigan
$825K -$41.2K -825 -5%
SGK
1916
Steigerwald Gordon & Koch
Virginia
$822K -$5.14K -103 -0.6%
NERM
1917
New England Research & Management
Illinois
$820K -$13.7K -275 -2%
JSW
1918
Journey Strategic Wealth
New Jersey
$819K +$222K +4,445 +37%
I2I
1919
Insight 2811 Inc
Illinois
$819K +$2.1K +42 +0.3%
WTB
1920
Washington Trust Bank
Washington
$818K -$178K -3,562 -18%
SW
1921
SkyOak Wealth
Michigan
$816K -$12.2K -245 -1%
TLCM
1922
Twin Lakes Capital Management
California
$813K -$49.2K -986 -6%
MMM
1923
Mendel Money Management
Illinois
$813K +$63.6K +1,275 +8%
FAG
1924
Fortitude Advisory Group
Washington
$812K -$127K -2,541 -14%
V
1925
ViaWealth
Kansas
$812K – – –
75 76
77
78 79