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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1076
Maple Capital Management
Vermont
$197K +$14.5K +1,128 +8%
CBA
1077
Coastal Bridge Advisors
Connecticut
$196K -$3.93K -305 -2%
UWP
1078
Uniting Wealth Partners
Kansas
$196K
FFS
1079
Founders Financial Securities
Maryland
$196K +$192K +14,910 New
GW
1080
Griffith & Werner
Georgia
$195K
DWM
1081
Destination Wealth Management
California
$195K +$7.67K +595 +4%
CAS
1082
Coppell Advisory Solutions
Texas
$194K -$22.1K -1,714 -10%
GPWM
1083
Grant Private Wealth Management
California
$194K +$190K +14,772 New
AW
1084
Alteri Wealth
California
$193K +$9.24K +717 +5%
GC
1085
Guidance Capital
Kentucky
$192K +$13.1K +1,019 +8%
BAG
1086
Bridgewealth Advisory Group
California
$192K +$864 +67 +0.5%
ICP
1087
Interchange Capital Partners
Pennsylvania
$192K +$4.73K +367 +3%
LT
1088
Legacy Trust
Michigan
$191K +$2.58K +200 +1%
OIS
1089
OneAscent Investment Solutions
Alabama
$190K -$27.9K -2,161 -13%
CFP
1090
Catalyst Financial Partners
Massachusetts
$190K -$35.2K -2,734 -16%
HWM
1091
Hohimer Wealth Management
Washington
$189K -$31.2K -2,422 -14%
WMA
1092
Wealth Management Associates
New Jersey
$188K +$1.16K +90 +0.6%
AF
1093
Advisornet Financial
Minnesota
$188K +$6.41K +497 +4%
MAWA
1094
Moss Adams Wealth Advisors
Washington
$188K +$155 +12 +0.1%
PP
1095
PFS Partners
New Jersey
$187K +$387 +30 +0.2%
BFIM
1096
Beese Fulmer Investment Management
Ohio
$187K +$184K +14,264 New
PP
1097
PDS Planning
Ohio
$187K -$1.66K -129 -0.9%
CCA
1098
Corps Capital Advisors
Texas
$187K
SFG
1099
SNS Financial Group
Minnesota
$187K -$2.29K -178 -1%
FB
1100
First Bancorp
Maine
$187K