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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1226
Heritage Financial Services
Massachusetts
$503K +$533K +8,518 New
TW
1227
TritonPoint Wealth
Maryland
$502K -$489K -7,813 -48%
DW30
1228
Drucker Wealth 3.0
New Jersey
$502K +$532K +8,506 New
EWS
1229
Eagle Wealth Strategies
New Jersey
$502K +$23.1K +370 +5%
SIA
1230
Strategic Investment Advisors
Michigan
$501K +$119K +1,896 +29%
MWM
1231
Mission Wealth Management
California
$500K -$178K -2,852 -25%
FMTCOCP
1232
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$497K -$1.35M -21,530 -72%
T
1233
TOBAM
France
$497K -$160K -2,557 -23%
SRC
1234
Shufro Rose & Co
New York
$497K – – –
BTWM
1235
Baker Tilly Wealth Management
Wisconsin
$496K -$567K -9,065 -52%
DLHL
1236
Donald L. Hagan LLC
Florida
$496K -$50.9K -814 -9%
MC
1237
Matisse Capital
Oregon
$496K – – –
CIA
1238
Cape Investment Advisory
Georgia
$494K +$18.5K +296 +4%
CF
1239
Clarity Financial
Texas
$491K -$99K -1,583 -16%
DT
1240
Diversified Trust
Tennessee
$491K -$15.8K -252 -3%
BDFN
1241
Bond & Devick Financial Network
Minnesota
$490K -$84.4K -1,350 -14%
GPA
1242
Garrison Point Advisors
California
$490K – – –
HAS
1243
HBW Advisory Services
California
$490K -$30K -480 -5%
UCB
1244
United Community Bank
South Carolina
$489K +$203K +3,249 +65%
PIM
1245
Penobscot Investment Management
Massachusetts
$489K -$304K -4,856 -37%
GA
1246
GFS Advisors
Texas
$488K +$665K +10,635 +155%
V
1247
VeraBank
Texas
$485K -$5.63K -90 -1%
SWP
1248
Strategic Wealth Partners
Ohio
$484K -$3.36M -53,739 -87%
DSC
1249
Duncker Streett & Co
Missouri
$484K -$454K -7,257 -47%
CW
1250
CreativeOne Wealth
Kansas
$483K -$77K -1,231 -13%
48 49
50
51 52