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Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
1101
Independent Wealth Network
Iowa
$2.77M +$20.9K +184 +0.8%
RWM
1102
Rench Wealth Management
Texas
$2.77M -$25.9K -228 -1%
V
1103
VeraBank
Texas
$2.77M +$11.4K +100 +0.4%
GBT
1104
Grove Bank & Trust
Florida
$2.77M +$76.7K +675 +3%
MCCP
1105
Mission Creek Capital Partners
California
$2.75M +$56.7K +499 +2%
RDWM
1106
Red Door Wealth Management
Tennessee
$2.73M +$483K +4,251 +22%
EBT
1107
Enterprise Bank & Trust
Massachusetts
$2.72M +$9.77K +86 +0.4%
HCM
1108
Hutchinson Capital Management
California
$2.72M -$37.5K -330 -1%
RCIM
1109
Red Cedar Investment Management
Michigan
$2.71M +$311K +2,742 +13%
WI
1110
Wahed Invest
New York
$2.71M +$2.63M +23,121 New
SCA
1111
Snowden Capital Advisors
New York
$2.71M -$1.3M -11,472 -33%
FSA
1112
Franklin Street Advisors
North Carolina
$2.71M +$107K +939 +4%
TF
1113
Threadgill Financial
Texas
$2.7M +$599K +5,272 +30%
WOC
1114
West Oak Capital
California
$2.7M -$156K -1,370 -6%
CC
1115
Carlson Capital
Texas
$2.7M -$8.6M -75,700 -77%
CCC
1116
Crescent Capital Consulting
Louisiana
$2.7M +$126K +1,110 +5%
WFG
1117
Wills Financial Group
Virginia
$2.69M +$223K +1,959 +9%
RMDI
1118
R.M. Davis Inc
Maine
$2.69M +$111K +979 +4%
ISWM
1119
Independent Solutions Wealth Management
New York
$2.69M +$252K +2,217 +11%
HI
1120
Hudock Inc
Pennsylvania
$2.68M -$2.84K -25 -0.1%
MMPW
1121
Mitchell McLeod Pugh & Williams
Alabama
$2.68M +$76.7K +675 +3%
BMC
1122
Beaton Management Company
Massachusetts
$2.67M – – –
RWM
1123
RKL Wealth Management
Pennsylvania
$2.67M +$32.4K +285 +1%
HWM
1124
HB Wealth Management
Georgia
$2.66M +$2.58M +22,692 New
SIC
1125
Salem Investment Counselors
North Carolina
$2.66M +$99.3K +874 +4%
43 44
45
46 47