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Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
1701
Wills Financial Group
Virginia
$925K -$283K -2,958 -22%
BC
1702
Bridgefront Capital
Texas
$924K +$1.02M +10,640 New
RWP
1703
RWA Wealth Partners
Massachusetts
$924K +$15.6K +163 +2%
AIM
1704
Acropolis Investment Management
Missouri
$924K +$3.54K +37 +0.3%
CWM
1705
Chesapeake Wealth Management
Virginia
$922K -$13.1K -137 -1%
MFC
1706
Mechanics Financial Corp
Ohio
$921K -$5.45K -57 -0.5%
WFS
1707
Widmann Financial Services
Maryland
$921K +$96 +1 +0%
VBCG
1708
Valley Brook Capital Group
Pennsylvania
$920K -$86.9K -909 -8%
PWAC
1709
Private Wealth Advisors (California)
California
$918K -$512K -5,358 -34%
EWM
1710
Endurance Wealth Management
Rhode Island
$916K -$493K -5,153 -33%
BG
1711
Benedetti & Gucer
Georgia
$915K +$19.1K +200 +2%
EFH
1712
Eaton Financial Holdings
Florida
$907K +$999K +10,445 New
CWP
1713
Cyndeo Wealth Partners
Florida
$907K +$998K +10,435 New
IIM
1714
Intact Investment Management
Quebec, Canada
$904K +$67K +700 +7%
LWP
1715
Lumature Wealth Partners
Georgia
$903K -$110K -1,145 -10%
XF
1716
XML Financial
Maryland
$903K -$567K -5,930 -36%
LCM
1717
Legato Capital Management
California
$903K +$994K +10,390 New
TWM
1718
TriaGen Wealth Management
California
$900K +$19.6K +205 +2%
PWM
1719
Palumbo Wealth Management
New York
$896K -$107K -1,117 -10%
EWA
1720
Etesian Wealth Advisors
Oregon
$894K +$985K +10,294 New
CT
1721
Columbia Trust
Oregon
$894K -$87.7K -917 -8%
SS
1722
Sunbelt Securities
Texas
$893K +$584K +6,107 +146%
SIM
1723
Sentry Investment Management
Wisconsin
$893K -$270K -2,828 -22%
NW
1724
NewEdge Wealth
Pennsylvania
$893K +$30.5K +319 +3%
EAM
1725
EFG Asset Management
Oregon
$892K -$19.1K -200 -2%
67 68
69
70 71