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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1776
Cyndeo Wealth Partners
Florida
$766K -$112K -954 -12%
LA
1777
Lifeworks Advisors
Michigan
$765K +$15.2K +129 +2%
OC
1778
Oakworth Capital
Alabama
$765K +$9.42K +80 +1%
LCWP
1779
Legacy Capital Wealth Partners
Arkansas
$764K -$10.8K -92 -1%
PHIC
1780
Pine Haven Investment Counsel
Massachusetts
$763K +$10K +85 +1%
WCG
1781
Weaver Consulting Group
California
$761K +$4.83K +41 +0.6%
S
1782
Sachetta
Massachusetts
$760K -$27.7K -235 -3%
WEG
1783
World Equity Group
Illinois
$760K +$66.1K +561 +9%
CCG
1784
Chatham Capital Group
Georgia
$760K – – –
CCWM
1785
Cassaday & Co Wealth Management
Virginia
$759K +$8.36K +71 +1%
GFP
1786
Gryphon Financial Partners
Ohio
$759K +$142K +1,206 +22%
SJIM
1787
St. Johns Investment Management
Florida
$759K +$45.3K +385 +6%
BIG
1788
Brookwood Investment Group
Arizona
$757K -$112K -951 -13%
TPI
1789
Trust Point Inc
Wisconsin
$755K -$51.1K -434 -6%
TAM
1790
Trillium Asset Management
Massachusetts
$750K +$8.48K +72 +1%
BF
1791
Brucke Financial
Indiana
$749K +$436K +3,701 +125%
AIM
1792
Access Investment Management
Georgia
$747K – – –
TFS
1793
Thoroughbred Financial Services
Tennessee
$747K +$15.4K +131 +2%
1IA
1794
1620 Investment Advisors
Massachusetts
$747K +$30.5K +259 +4%
GWS
1795
Greykasell Wealth Strategies
California
$746K +$22.6K +192 +3%
CAM
1796
Creekmur Asset Management
Illinois
$746K -$289K -2,450 -27%
OPA
1797
Old Port Advisors
Maine
$742K -$15.7K -133 -2%
CAS
1798
Coppell Advisory Solutions
Texas
$742K +$133K +1,126 +21%
BWP
1799
Baldwin Wealth Partners
Massachusetts
$741K -$4.24K -36 -0.6%
QC
1800
Quent Capital
New York
$740K -$1.77K -15 -0.2%
70 71
72
73 74