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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2051
Intercontinental Wealth Advisors
Texas
$704K +$9.69K +197 +1%
QPWM
2052
Quadrant Private Wealth Management
Pennsylvania
$704K -$64K -1,301 -9%
EA
2053
Eudaimonia Advisors
Tennessee
$704K +$4.77K +97 +0.7%
MWPCG
2054
Measured Wealth Private Client Group
New Hampshire
$703K -$50.4K -1,025 -7%
JWM
2055
Jessup Wealth Management
Ohio
$703K +$5.36K +109 +0.8%
BFA
2056
Bill Few Associates
Pennsylvania
$702K +$15.1K +307 +2%
CWM
2057
Castle Wealth Management
Florida
$700K +$23.4K +475 +4%
TCWM
2058
Total Clarity Wealth Management
Illinois
$700K +$243K +4,947 +58%
RPGK
2059
Retirement Planning Group (Kansas)
Kansas
$698K +$98 +2 +0%
KIC
2060
Kensington Investment Counsel
California
$698K -$4.92K -100 -0.7%
RWI
2061
Red Wave Investments
Pennsylvania
$697K -$394 -8 -0.1%
RCI
2062
RS Crum Inc
California
$697K – – –
AT
2063
American Trust
Kentucky
$697K -$26.1K -530 -4%
AWS
2064
Aspen Wealth Strategies
Colorado
$695K +$176K +3,573 +36%
MLA
2065
My Legacy Advisors
Oregon
$695K -$190K -3,854 -22%
PFGIA
2066
Patriot Financial Group Insurance Agency
Massachusetts
$695K +$19.4K +395 +3%
WDG
2067
Wealth Dimensions Group
Ohio
$693K +$9.25K +188 +1%
RWMG
2068
Redwood Wealth Management Group
New Jersey
$690K -$2.16K -44 -0.3%
BFC
2069
Blue Fin Capital
Rhode Island
$690K -$72.6K -1,475 -10%
SAS
2070
Stelac Advisory Services
New York
$689K -$1.62K -33 -0.2%
FG
2071
Foster Group
Iowa
$689K +$4.08K +83 +0.6%
HCMG
2072
Howard Capital Management Group
California
$687K -$34.4K -700 -5%
FNBOSM
2073
First National Bank of South Miami
Florida
$686K +$50.1K +1,019 +8%
SC
2074
Steph & Co
Wisconsin
$684K -$2.46K -50 -0.4%
TCMG
2075
TSP Capital Management Group
New Jersey
$682K -$8.31K -169 -1%
81 82
83
84 85