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Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
1101
Wilmington Savings Fund Society
Delaware
$158K -$118K -10,237 -44%
PPW
1102
Parcion Private Wealth
Washington
$158K +$7.64K +663 +5%
BIA
1103
Barry Investment Advisors
Massachusetts
$158K -$2.89K -251 -2%
FWM
1104
Focused Wealth Management
New York
$157K +$2.41K +209 +2%
MWP
1105
Madison Wealth Partners
Wisconsin
$156K +$69 +6 +0%
NWMG
1106
National Wealth Management Group
Ohio
$156K +$151K +13,078 New
MFS
1107
Miller Financial Services
Michigan
$156K +$219 +19 +0.1%
SFS
1108
Sharp Financial Services
Pennsylvania
$155K -$11.5K -1,000 -7%
WIM
1109
Westside Investment Management
California
$155K – – –
JIC
1110
Joel Isaacson & Co
New York
$155K -$4.49K -390 -3%
GC
1111
Grimes & Company
Massachusetts
$154K +$230 +20 +0.2%
NI
1112
NCP Inc
California
$154K +$334 +29 +0.2%
NCM
1113
NCM Capital Management
New Jersey
$153K – – –
SAM
1114
Silvercrest Asset Management
New York
$153K +$2.28K +198 +2%
CWA
1115
Canvas Wealth Advisors
Kansas
$153K -$11.5K -997 -8%
CCA
1116
Cadent Capital Advisors
Oklahoma
$153K +$147K +12,775 New
SC
1117
SouthState Corp
Florida
$152K -$19.7K -1,708 -12%
ML
1118
McAdam LLC
Pennsylvania
$151K +$22.5K +1,949 +18%
CWM
1119
Collaborative Wealth Management
Florida
$151K -$8.07K -700 -5%
TWP
1120
Tempus Wealth Planning
California
$151K +$1.48K +128 +1%
CAG
1121
Crestwood Advisors Group
Massachusetts
$150K +$27.8K +2,410 +24%
C
1122
Covestor
United Kingdom
$150K -$137K -11,852 -49%
MIA
1123
MeadowBrook Investment Advisors
Michigan
$150K -$89.7K -7,785 -38%
FCAS
1124
First Command Advisory Services
Texas
$150K +$4.16K +361 +3%
PWS
1125
Precision Wealth Strategies
Missouri
$149K -$530 -46 -0.4%
43 44
45
46 47