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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1851
Cornerstone Advisory
Maryland
$682K +$7.3K +62 +1%
SIAG
1852
Safeguard Investment Advisory Group
California
$680K +$21.9K +186 +3%
DWM
1853
DecisionMap Wealth Management
Virginia
$679K +$8.48K +72 +1%
TTIC
1854
Tower Trust & Investment Company
Iowa
$678K -$2.59K -22 -0.4%
OFG
1855
Oxford Financial Group
Indiana
$678K +$73.1K +621 +12%
RC
1856
Rovin Capital
Arizona
$676K +$12K +102 +2%
WAS
1857
Wealth Advisory Solutions
Indiana
$675K -$4.36K -37 -0.6%
RPGK
1858
Retirement Planning Group (Kansas)
Kansas
$674K +$65.2K +554 +10%
DE
1859
Diversified Enterprises
Delaware
$674K -$20.1K -171 -3%
NSB
1860
Norway Savings Bank
Maine
$672K -$8.24K -70 -1%
MGWM
1861
Marks Group Wealth Management
Minnesota
$671K – – –
LI
1862
LifeWealth Investments
Florida
$671K -$89.3K -758 -11%
LCM
1863
Liberty Capital Management
Michigan
$668K – – –
JPLA
1864
Joseph P. Lucia & Associates
New York
$666K +$29.9K +254 +5%
CIC
1865
Crawford Investment Counsel
Georgia
$666K -$54.1K -459 -7%
TFIPS
1866
Towarzystwo Funduszy Inwestycyjnych PZU SA
$665K +$440K +3,740 +181%
IIM
1867
Ipswich Investment Management
Massachusetts
$664K -$25.9K -220 -4%
PB
1868
Pinnacle Bancorp
Nebraska
$663K – – –
TCM
1869
Tran Capital Management
California
$663K – – –
RI
1870
Ridgewood Investments
New Jersey
$658K +$20.3K +172 +3%
CWA
1871
Clarity Wealth Advisors
California
$657K -$16.5K -140 -2%
WIM
1872
Westside Investment Management
California
$656K +$57.5K +488 +9%
WMA
1873
Wealth Management Associates
New Jersey
$656K +$49.6K +421 +8%
SPF
1874
South Plains Financial
Texas
$655K -$124K -1,054 -16%
VW
1875
Vance Wealth
California
$654K -$69.8K -593 -9%
73 74
75
76 77