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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1776
Main Street Financial Solutions
Pennsylvania
$1.84M +$91.5K +509 +5%
CSPIA
1777
Cary Street Partners Investment Advisory
Virginia
$1.84M +$860K +4,784 +84%
VWA
1778
Visionary Wealth Advisors
Illinois
$1.84M -$14.2K -79 -0.7%
NERM
1779
New England Research & Management
Illinois
$1.84M +$861K +4,790 +85%
EPA
1780
Element Pointe Advisors
Florida
$1.84M +$219K +1,217 +13%
BWP
1781
Baldwin Wealth Partners
Massachusetts
$1.83M – – –
SP
1782
Successful Portfolios
Florida
$1.83M +$82K +456 +5%
OF
1783
Outfitter Financial
Maine
$1.83M -$26.1K -145 -1%
HC
1784
Hendley & Co
Ohio
$1.82M -$21.6K -120 -1%
SRAM
1785
Spouting Rock Asset Management
Pennsylvania
$1.82M – – –
HH
1786
Hilltop Holdings
Texas
$1.81M -$164K -910 -8%
FMN
1787
Financial Management Network
California
$1.81M – – –
CA
1788
Claro Advisors
Massachusetts
$1.81M +$51.1K +284 +3%
BMM
1789
Buffington Mohr McNeal
Idaho
$1.81M -$87.2K -485 -5%
PSB
1790
Piscataqua Savings Bank
New Hampshire
$1.8M -$1.08K -6 -0.1%
ZIC
1791
ZWJ Investment Counsel
Georgia
$1.79M +$353K +1,961 +24%
HW
1792
Hamilton Wealth
California
$1.79M +$24.1K +134 +1%
APG
1793
Abacus Planning Group
South Carolina
$1.79M -$267K -1,483 -13%
AWA
1794
Alta Wealth Advisors
Massachusetts
$1.79M +$285K +1,586 +18%
MWM
1795
Mattern Wealth Management
Kansas
$1.79M +$304K +1,693 +20%
CWMU
1796
Caliber Wealth Management (Utah)
Utah
$1.78M +$2.7K +15 +0.1%
LSAG
1797
Lake Street Advisors Group
New Hampshire
$1.78M +$10.6K +59 +0.6%
IWA
1798
IVC Wealth Advisors
Pennsylvania
$1.77M -$40.6K -226 -2%
WWM
1799
WT Wealth Management
Arizona
$1.77M +$125K +693 +7%
BG
1800
Benedetti & Gucer
Georgia
$1.77M -$41.4K -230 -2%
70 71
72
73 74