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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2376
Clearstead Trust
Maine
$80K – – –
PWMG
2377
Prestige Wealth Management Group
New Jersey
$78K -$35.7K -441 -32%
AP
2378
Arlington Partners
Alabama
$78K -$20.5K -253 -22%
SSC
2379
Syverson Strege & Co
Iowa
$78K +$74.8K +924 New
FFA
2380
Freedman Financial Associates
Massachusetts
$77K +$73.8K +911 New
WAM
2381
Wallington Asset Management
Indiana
$76K – – –
CTFG
2382
Capstone Triton Financial Group
Oklahoma
$76K +$73.2K +904 New
LD
2383
Lipe & Dalton
New York
$75K – – –
HWM
2384
HighMark Wealth Management
Minnesota
$73K +$41K +506 +139%
JWBC
2385
John W. Brooker & Co
California
$71K +$4.05K +50 +6%
FPFS
2386
First Personal Financial Services
North Carolina
$70K -$6.96K -86 -9%
RWG
2387
Regal Wealth Group
California
$69K +$729 +9 +1%
SWA
2388
Safir Wealth Advisors
New Hampshire
$68K +$64.8K +800 New
LGA
2389
Lebenthal Global Advisors
New York
$68K +$65.8K +813 New
TFIPS
2390
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.2K +$64.4K +796 New
PP
2391
PrairieView Partners
Minnesota
$67K – – –
MFT
2392
Moisand Fitzgerald Tamayo
Florida
$67K +$1.62K +20 +3%
MWA
2393
Moser Wealth Advisors
Washington
$65K -$16.2K -200 -21%
BWA
2394
Burt Wealth Advisors
Maryland
$64K – – –
TFA
2395
Toth Financial Advisory
Virginia
$64K – – –
LWA
2396
Lowe Wealth Advisors
Maryland
$62K – – –
JWM
2397
Janiczek Wealth Management
Colorado
$62K +$49.7K +614 +503%
SFG
2398
Sowa Financial Group
Rhode Island
$61K +$9.88K +122 +20%
GSAM
2399
Grant Street Asset Management
Pennsylvania
$60K +$57.1K +705 New
IRAG
2400
Investment Research & Advisory Group
Georgia
$59K – – –
94 95
96
97 98