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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
451
JPL Wealth Management
Colorado
$2.32K +$2.32K +57 New
SC
452
SouthState Corp
Florida
$1.99K -$13.2K -325 -87%
GEA
453
Glen Eagle Advisors
New Jersey
$1.87K +$1.87K +46 New
CCM
454
Copeland Capital Management
Pennsylvania
$1.5K -$4.44K -109 -75%
NRG
455
Nemes Rush Group
Michigan
$1.46K – – –
NS
456
NBC Securities
Alabama
$1.42K -$204 -5 -13%
BWM
457
Bullock Wealth Management
Indiana
$1.42K +$1.43K +35 New
CAL
458
Capital Advisors Ltd
Ohio
$1K – – –
AW
459
Avion Wealth
Texas
$1K +$41 +1 +4%
BTI
460
Blue Trust Inc
Georgia
$935 +$937 +23 New
HFS
461
Hughes Financial Services
Virginia
$916 +$489 +12 +92%
FMP
462
Financial Management Professionals
Texas
$895 – – –
PWA
463
Principia Wealth Advisory
Texas
$895 +$652 +16 +267%
LI
464
LRI Investments
Florida
$813 – – –
GA
465
Guerra Advisors
Florida
$813 +$815 +20 New
CH
466
Cromwell Holdings
Wyoming
$732 – – –
BGAI
467
Bruce G. Allen Investments
Colorado
$651 – – –
AF
468
Advisornet Financial
Minnesota
$569 -$41 -1 -7%
CFO
469
CVA Family Office
Colorado
$529 +$41 +1 +8%
ACA
470
American Capital Advisory
Idaho
$529 +$122 +3 +30%
FC
471
Financial Consulate
Maryland
$488 +$489 +12 New
SIS
472
Sound Income Strategies
Florida
$398 -$1.67K -41 -80%
OA
473
Operose Advisors
Wisconsin
$325 +$326 +8 New
EP
474
Essential Partners
California
$285 +$285 +7 New
QWM
475
Quaker Wealth Management
New Jersey
$244 – – –
17 18
19
20 21