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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1526
PDS Planning
Ohio
$889K +$69.1K +654 +8%
HA
1527
Herold Advisors
New York
$888K -$283K -2,678 -23%
PWA
1528
Providence Wealth Advisors
Illinois
$888K +$10.6K +100 +1%
SWP
1529
Summit Wealth Partners
Florida
$887K +$770K +7,282 +378%
HR
1530
Hardy Reed
Mississippi
$887K -$52.6K -498 -5%
OIM
1531
Oder Investment Management
California
$885K -$75.5K -714 -7%
MIA
1532
MainStreet Investment Advisors
Illinois
$884K -$150K -1,423 -13%
WFS
1533
Widmann Financial Services
Maryland
$881K +$3.28K +31 +0.3%
MFC
1534
Mechanics Financial Corp
Ohio
$879K -$81.7K -773 -8%
VF
1535
Virtu Financial
New York
$878K +$963K +9,107 New
HHAA
1536
Henry H. Armstrong Associates
Pennsylvania
$873K – – –
GSCM
1537
Greenfield Seitz Capital Management
Texas
$869K -$36.6K -346 -4%
CWG
1538
Cornerstone Wealth Group
North Carolina
$867K -$18.8K -178 -2%
EM
1539
Excalibur Management
Massachusetts
$865K +$8.88K +84 +0.9%
PCM
1540
Polymer Capital Management
New York
$861K +$189K +1,790 +25%
FCM
1541
Fortis Capital Management
Washington
$855K -$3.26M -30,820 -78%
BSB
1542
Bangor Savings Bank
Maine
$855K -$506K -4,791 -35%
LWA
1543
Lineweaver Wealth Advisors
Ohio
$853K -$53.6K -507 -5%
CWP
1544
Curated Wealth Partners
California
$853K -$49.5K -468 -5%
TCM
1545
Thoma Capital Management
Maryland
$853K -$55.2K -522 -6%
LOWM
1546
Laurel Oak Wealth Management
New Jersey
$852K +$17.4K +165 +2%
SG
1547
StoneX Group
New York
$852K -$148K -1,398 -14%
RSA
1548
River Street Advisors
Illinois
$851K +$85.8K +812 +10%
SP
1549
Successful Portfolios
Florida
$851K +$18.1K +171 +2%
AEPWM
1550
Atlantic Edge Private Wealth Management
Florida
$850K -$180K -1,700 -16%
60 61
62
63 64