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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1776
Prestige Wealth Management Group
New Jersey
$640K +$11.7K +137 +2%
MSFS
1777
Main Street Financial Solutions
Pennsylvania
$640K -$94.3K -1,104 -12%
SC
1778
Schulhoff & Co
Ohio
$639K +$6.92K +81 +1%
NB
1779
Nicolet Bankshares
Wisconsin
$639K -$331K -3,874 -33%
WCG
1780
Weaver Consulting Group
California
$639K +$65.8K +771 +11%
FW
1781
FirstPurpose Wealth
Utah
$638K -$342 -4 -0.1%
FCAS
1782
First Command Advisory Services
Texas
$638K +$672K +7,863 +262,100%
EA
1783
Eclectic Associates
California
$637K +$121K +1,417 +22%
SA
1784
SRH Advisors
Kansas
$637K -$1.54K -18 -0.2%
CFG
1785
Cooper Financial Group
California
$636K -$6.66K -78 -1%
ICM
1786
IMS Capital Management
Oregon
$635K -$61.1K -715 -8%
TBC
1787
Ted Buchan & Co
California
$635K -$16.6K -194 -2%
CCWM
1788
Cassaday & Co Wealth Management
Virginia
$634K +$33.6K +394 +5%
KBC
1789
Key Bridge Compliance
$631K +$665K +7,789 New
WAS
1790
Wealth Advisory Solutions
Indiana
$631K +$665K +7,789 New
AMIM
1791
Aull & Monroe Investment Management
Alabama
$631K -$16.7K -195 -2%
WMG
1792
WESCAP Management Group
California
$629K -$26.5K -310 -4%
TW
1793
TrinityPoint Wealth
Connecticut
$629K -$1.33M -15,529 -67%
BCG
1794
Breakwater Capital Group
New Jersey
$629K +$58.3K +683 +10%
MIP
1795
Marietta Investment Partners
Wisconsin
$628K -$2.56K -30 -0.4%
HBW
1796
Hazlett, Burt & Watson
West Virginia
$628K +$27.1K +317 +4%
WFAG
1797
Worth Financial Advisory Group
North Carolina
$627K -$48.8K -571 -7%
SWK
1798
Stephen W. Kidder
$622K -$596K -6,975 -48%
LWM
1799
Liberty Wealth Management
California
$619K -$10.8K -126 -2%
VCA
1800
Verdence Capital Advisors
Maryland
$616K +$137K +1,604 +27%
70 71
72
73 74