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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
726
Finer Wealth Management
Massachusetts
$529K -$3.13K -250 -0.6%
MFG
727
Merit Financial Group
Georgia
$528K -$12.6K -1,009 -2%
1W
728
1776 Wealth
Georgia
$527K +$2.59K +207 +0.5%
KWM
729
Kaydan Wealth Management
Michigan
$526K -$1.1K -88 -0.2%
OFG
730
Oxford Financial Group
Indiana
$526K -$17.5K -1,396 -3%
DPIM
731
Duff & Phelps Investment Management
Illinois
$524K – – –
PP
732
Paloma Partners
Connecticut
$523K +$520K +41,545 New
MSFS
733
Main Street Financial Solutions
Pennsylvania
$522K +$19.2K +1,532 +4%
CL
734
Choreo LLC
Illinois
$517K +$99.4K +7,941 +24%
BMC
735
Benin Management Corp
Connecticut
$515K – – –
IWP
736
Insight Wealth Partners
Texas
$514K +$30.1K +2,404 +6%
CD
737
Chapin Davis
Maryland
$513K +$13K +1,039 +3%
BHWM
738
Beaird Harris Wealth Management
Texas
$511K -$15.9K -1,268 -3%
AWA
739
Acorn Wealth Advisors
Michigan
$511K -$1.1K -88 -0.2%
CA
740
Cullinan Associates
Kentucky
$510K – – –
SAG
741
SageView Advisory Group
California
$508K +$505K +40,351 New
WF
742
Welch & Forbes
Massachusetts
$507K -$51.3K -4,100 -9%
HA
743
Herold Advisors
New York
$507K +$3.69K +295 +0.7%
LOAMS
744
Lombard Odier Asset Management (Switzerland)
Switzerland
$506K -$44.7K -3,567 -8%
AA
745
Apriem Advisors
California
$503K +$1.13K +90 +0.2%
KIG
746
Kennedy Investment Group
New Jersey
$502K +$15.2K +1,217 +3%
CBT
747
CoreFirst Bank & Trust
Kansas
$501K -$20.5K -1,637 -4%
SWM
748
Sculati Wealth Management
Michigan
$499K -$3.82K -305 -0.8%
CIA
749
Cohen Investment Advisors
New Hampshire
$499K +$16.2K +1,297 +3%
PA
750
Planning Alternatives
Michigan
$497K -$21.4K -1,707 -4%
28 29
30
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