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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
826
Mission Wealth Management
California
$540K +$20.6K +1,084 +4%
MSFS
827
Main Street Financial Solutions
Pennsylvania
$540K +$61.2K +3,218 +11%
FHC
828
First Heartland Consultants
Missouri
$540K +$70.2K +3,693 +13%
CA
829
Carson Advisory
Georgia
$540K +$343K +18,013 +130%
QWM
830
QP Wealth Management
New Jersey
$539K +$606K +31,865 New
BB
831
Busey Bank
Illinois
$534K -$54.4K -2,862 -8%
CI
832
Conning Inc
Connecticut
$532K -$83.9K -4,410 -12%
PFGIA
833
Patriot Financial Group Insurance Agency
Massachusetts
$531K -$103K -5,426 -15%
AWS
834
AJ Wealth Strategies
New York
$531K +$15.6K +820 +3%
MIA
835
MMBG Investment Advisors
Florida
$528K -$673K -35,368 -53%
CWP
836
Curated Wealth Partners
California
$525K – – –
1W
837
1776 Wealth
Georgia
$525K +$95.4K +5,017 +19%
SIM
838
Sentry Investment Management
Wisconsin
$524K -$99.1K -5,212 -14%
CPO
839
Cerity Partners OCIO
New York
$524K +$153K +8,042 +35%
LA
840
LexAurum Advisors
Kansas
$523K -$2.7K -142 -0.5%
AWM
841
Avior Wealth Management
Nebraska
$522K +$18.3K +961 +3%
PAS
842
Park Avenue Securities
New York
$521K +$153K +8,055 +35%
BTWM
843
Baker Tilly Wealth Management
Wisconsin
$519K -$33.5K -1,764 -5%
BJL
844
Brighton Jones LLC
Washington
$517K +$4.14K +218 +0.7%
SB
845
Simmons Bank
Arkansas
$517K +$14.2K +749 +3%
AA
846
Advisory Alpha
Michigan
$515K +$580K +30,483 New
PM
847
Penbrook Management
New York
$514K – – –
EB
848
Eastern Bank
Massachusetts
$512K – – –
HC
849
Hourglass Capital
Texas
$512K +$380K +20,000 +195%
BWM
850
BigSur Wealth Management
Florida
$507K – – –
32 33
34
35 36