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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
926
IHT Wealth Management
Illinois
$5.96M +$299K +1,984 +6%
HI
927
Horizon Investments
North Carolina
$5.96M +$901K +5,973 +19%
MWM
928
Mattern Wealth Management
Kansas
$5.93M -$165K -1,091 -3%
SCI
929
S&CO Inc
Massachusetts
$5.92M -$43.8K -290 -0.8%
NCM
930
Nelson Capital Management
California
$5.89M +$468K +3,104 +9%
SC
931
Schulhoff & Co
Ohio
$5.89M +$74.1K +491 +1%
VAS
932
Vestmark Advisory Solutions
Massachusetts
$5.89M -$111K -736 -2%
IA
933
IFP Advisors
Florida
$5.89M -$93.6K -620 -2%
SVWAG
934
Sound View Wealth Advisors Group
Georgia
$5.87M -$139K -923 -2%
PWP
935
Principle Wealth Partners
Connecticut
$5.85M +$207K +1,369 +4%
SCM
936
Stonebridge Capital Management
California
$5.84M -$64.1K -425 -1%
CIA
937
Choate Investment Advisors
Massachusetts
$5.84M +$1.55M +10,303 +39%
AIM
938
Anchor Investment Management
South Carolina
$5.83M -$25.4K -168 -0.5%
SRC
939
Shufro Rose & Co
New York
$5.83M -$63.7K -422 -1%
SDIC
940
South Dakota Investment Council
South Dakota
$5.81M -$8.06M -53,429 -59%
TPWA
941
TRUE Private Wealth Advisors
Oregon
$5.81M -$435K -2,881 -7%
FHB
942
First Hawaiian Bank
Hawaii
$5.79M -$717K -4,749 -11%
SIA
943
Soltis Investment Advisors
Utah
$5.77M +$148K +979 +3%
AWE
944
Avidian Wealth Enterprises
Texas
$5.76M +$372K +2,462 +7%
HVP
945
Hudson Value Partners
Florida
$5.74M +$14.3K +95 +0.3%
PFS
946
Physicians Financial Services
North Carolina
$5.74M +$207K +1,375 +4%
MWM
947
Mission Wealth Management
California
$5.73M +$980K +6,492 +22%
FCMT
948
Founders Capital Management (Texas)
Texas
$5.73M +$6.64K +44 +0.1%
SSB
949
Sandy Spring Bank
Maryland
$5.72M -$276K -1,826 -5%
AIM
950
Avanda Investment Management
Singapore
$5.72M +$5.47M +36,268 New
36 37
38
39 40