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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1501
Madison Wealth Management
Ohio
$1.13M +$37.5K +384 +4%
9WM
1502
9258 Wealth Management
Ohio
$1.12M +$38.1K +390 +4%
CFA
1503
Cahill Financial Advisors
Minnesota
$1.12M +$32.7K +335 +3%
SA
1504
Strategic Advisors
New York
$1.12M +$283K +2,903 +37%
GSEP
1505
Golden State Equity Partners
California
$1.12M +$763K +7,819 +273%
HWA
1506
Heritage Wealth Advisors
Virginia
$1.12M +$3.22K +33 +0.3%
MSFS
1507
Main Street Financial Solutions
Pennsylvania
$1.11M +$269K +2,750 +35%
MAA
1508
Mraz Amerine & Associates
California
$1.11M – – –
CCG
1509
Cloverfields Capital Group
Minnesota
$1.1M +$1.03M +10,542 New
CAM
1510
Costello Asset Management
Pennsylvania
$1.1M -$781 -8 -0.1%
TNB
1511
Thomasville National Bank
Georgia
$1.1M +$503K +5,155 +51%
WGAM
1512
Wilkinson Global Asset Management
New York
$1.1M +$1.02M +10,490 New
TWP
1513
Total Wealth Planning
Ohio
$1.1M -$212K -2,166 -17%
OFG
1514
Oxford Financial Group
Indiana
$1.09M -$297K -3,037 -23%
JIC
1515
Joel Isaacson & Co
New York
$1.09M +$29.6K +303 +3%
SMH
1516
Sanders Morris Harris
Texas
$1.09M +$22K +225 +2%
LSPW
1517
Lake Street Private Wealth
Illinois
$1.09M -$145K -1,487 -13%
CFD
1518
Creative Financial Designs
Indiana
$1.09M +$56.5K +579 +6%
JIP
1519
Jaffetilchin Investment Partners
Florida
$1.09M +$480K +4,914 +90%
FA
1520
Fagan Associates
New York
$1.08M -$27.7K -284 -3%
S
1521
Seeyond
France
$1.08M +$190K +1,947 +23%
BC
1522
Burleson & Co
California
$1.08M +$4.2K +43 +0.4%
PP
1523
Patron Partners
Texas
$1.08M +$137K +1,407 +16%
ABTD
1524
Arvest Bank Trust Division
Oklahoma
$1.08M +$141K +1,448 +16%
ISWM
1525
Independent Solutions Wealth Management
New York
$1.08M +$683K +6,999 +213%
59 60
61
62 63