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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1726
Cyndeo Wealth Partners
Florida
$267K -$9K -127 -3%
AWAU
1727
Alliance Wealth Advisors (Utah)
Utah
$265K +$32.1K +453 +14%
TNBTD
1728
Trustmark National Bank Trust Department
Mississippi
$265K -$176K -2,489 -40%
AWM
1729
Aprio Wealth Management
Georgia
$264K +$268K +3,784 New
HSG
1730
Helen Stephens Group
Texas
$264K – – –
PCOC
1731
Power Corp of Canada
Canada
$264K – – –
CPA
1732
Cardiff Park Advisors
California
$263K +$43.3K +611 +19%
FB
1733
First Bancorp
Maine
$262K – – –
CGA
1734
Crescent Grove Advisors
Illinois
$262K +$34.1K +481 +15%
HCA
1735
Heck Capital Advisors
Wisconsin
$262K +$9.78K +138 +4%
PCP
1736
Proficio Capital Partners
Massachusetts
$262K +$16.9K +238 +7%
SW
1737
SkyOak Wealth
Michigan
$260K – – –
AC
1738
Allstate Corporation
Illinois
$259K – – –
JWM
1739
JGP Wealth Management
Oregon
$259K -$8.08K -114 -3%
WP
1740
Westmount Partners
California
$259K -$850 -12 -0.3%
HWA
1741
Heritage Wealth Advisors
Virginia
$258K -$68.5K -967 -21%
GFS
1742
GYL Financial Synergies
Connecticut
$258K -$5.74K -81 -2%
WOSD
1743
WFA of San Diego
California
$257K -$17.1K -242 -6%
HR
1744
Howe & Rusling
New York
$257K -$2.13K -30 -0.8%
FNBSF
1745
First National Bank Sioux Falls
South Dakota
$257K -$3.19K -45 -1%
NA
1746
Navellier & Associates
Nevada
$257K +$260K +3,675 New
MIH
1747
Meitav Investment House
Israel
$257K -$26.9K -380 -9%
AA
1748
Advisory Alpha
Michigan
$257K +$42.9K +606 +20%
AWE
1749
Avidian Wealth Enterprises
Texas
$256K -$78.9K -1,114 -23%
TA
1750
TrueWealth Advisors
Alabama
$255K +$13.3K +187 +5%
68 69
70
71 72