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Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1026
Avidian Wealth Enterprises
Texas
$128K -$19.1K -1,671 -14%
FWP
1027
Firethorn Wealth Partners
Georgia
$128K +$119K +10,441 New
AI
1028
Accredited Investors
Minnesota
$127K -$34K -2,969 -22%
4WM
1029
44 Wealth Management
Oregon
$127K – – –
BCA
1030
Bray Capital Advisors
Florida
$127K – – –
HC
1031
Hourglass Capital
Texas
$127K +$3.81K +333 +3%
BEAM
1032
Baker Ellis Asset Management
Washington
$126K +$118K +10,300 New
LA
1033
Latitude Advisors
Florida
$123K -$30.9K -2,700 -21%
PM
1034
Penbrook Management
New York
$123K -$11.4K -1,000 -9%
FLPIM
1035
F.L. Putnam Investment Management
Massachusetts
$123K -$3.43K -300 -3%
AF
1036
Arrow Financial
New York
$123K – – –
PPSG
1037
Princeton Portfolio Strategies Group
New Jersey
$123K – – –
CWG
1038
Cornerstone Wealth Group
North Carolina
$123K +$320 +28 +0.3%
CA
1039
Continuum Advisory
Idaho
$123K +$115K +10,036 New
AIM
1040
Acropolis Investment Management
Missouri
$123K +$115K +10,037 New
QP
1041
Quilter Plc
United Kingdom
$123K +$115K +10,067 New
FMP
1042
Financial Management Professionals
Texas
$119K +$105K +9,184 +1,698%
CFG
1043
CKW Financial Group
Hawaii
$118K – – –
AA
1044
Ancora Advisors
Ohio
$116K +$5.32K +465 +5%
CWP
1045
Concord Wealth Partners
Virginia
$114K +$33.5K +2,931 +46%
AIC
1046
Archer Investment Corporation
Indiana
$113K – – –
ADL
1047
Asset Dedication LLC
California
$113K -$160 -14 -0.2%
CFN
1048
Cordasco Financial Network
Florida
$113K +$34.3K +3,000 +48%
NFSG
1049
Newbridge Financial Services Group
Florida
$111K +$41.2K +3,600 +66%
SIM
1050
Sonora Investment Management
Arizona
$109K -$11.8K -1,030 -10%
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42
43 44