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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1201
44 Wealth Management
Oregon
$141K +$922 +70 +0.6%
NFC
1202
Northstar Financial Companies
Pennsylvania
$141K +$161K +12,203 New
AA
1203
Addison Advisors
Vermont
$141K -$3.7K -281 -2%
CWP
1204
Cyndeo Wealth Partners
Florida
$140K +$5.82K +442 +4%
MCC
1205
Money Concepts Capital
Florida
$140K +$16.9K +1,285 +12%
NF
1206
Nikulski Financial
Iowa
$140K +$159K +12,105 New
DA
1207
Detalus Advisors
Missouri
$140K – – –
GG
1208
Gleason Group
Kentucky
$139K +$553 +42 +0.3%
SCM
1209
Shelton Capital Management
Colorado
$139K – – –
ACM
1210
Alpha Capital Management
Texas
$139K – – –
AMBIA
1211
Allen Mooney & Barnes Investment Advisors
Georgia
$139K +$382 +29 +0.2%
FHC
1212
First Horizon Corporation
Tennessee
$139K +$1.48K +112 +0.9%
NB
1213
Nicolet Bankshares
Wisconsin
$138K +$156K +11,840 New
IGAM
1214
iA Global Asset Management
Quebec, Canada
$138K +$13.8K +1,044 +10%
CWM
1215
Collaborative Wealth Management
Florida
$138K -$48.5K -3,682 -24%
LIA
1216
LBMC Investment Advisors
Tennessee
$137K +$724 +55 +0.5%
CAM
1217
Columbia Asset Management
Michigan
$137K – – –
5NPW
1218
55 North Private Wealth
Florida
$137K -$4.1K -311 -3%
FFP
1219
FourThought Financial Partners
Florida
$137K -$58.3K -4,423 -27%
DCA
1220
DB&C Advisors
Michigan
$136K +$329 +25 +0.2%
EAN
1221
Excelsior Advisor Network
Colorado
$136K – – –
CL
1222
COWA LLC
Oklahoma
$136K – – –
SA
1223
Stewardship Advisors
Pennsylvania
$136K -$777 -59 -0.5%
ONST
1224
Old North State Trust
North Carolina
$136K – – –
GI
1225
GAMCO Investors
Connecticut
$136K +$698 +53 +0.5%
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