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Name Holding Trade Value Shares
Change 		Change in
Stake
2L
801
25 LLC
Missouri
$521K -$25.3K -624 -5%
GWMR
802
GC Wealth Management RIA
Massachusetts
$518K +$500K +12,335 New
PCP
803
Proficio Capital Partners
Massachusetts
$518K +$38.5K +950 +8%
MT
804
Midwest Trust
Kansas
$517K +$499K +12,298 New
DWM
805
Drive Wealth Management
Utah
$513K +$3.49K +86 +0.7%
AB
806
Atlas Brown
Kentucky
$513K +$2.11K +52 +0.4%
TIA
807
Tandem Investment Advisors
South Carolina
$512K -$319K -7,874 -39%
LWM
808
LongView Wealth Management
Georgia
$510K +$2.68K +66 +0.5%
MWM
809
Mission Wealth Management
California
$509K +$6.98K +172 +1%
SSWG
810
Seven Springs Wealth Group
Tennessee
$504K – – –
WTB
811
Washington Trust Bank
Washington
$501K -$29.3K -721 -6%
GWAM
812
Guardian Wealth Advisors (Minnesota)
Minnesota
$501K +$197K +4,868 +69%
PK
813
Pflug Koory
Nebraska
$500K – – –
BWM
814
BankPlus Wealth Management
Mississippi
$500K +$15.4K +380 +3%
CPA
815
Capital Planning Advisors
California
$493K – – –
FLPIM
816
F.L. Putnam Investment Management
Massachusetts
$490K -$167K -4,125 -26%
SFG
817
SNS Financial Group
Minnesota
$489K +$162 +4 +0%
LCWP
818
Legacy Capital Wealth Partners
Arkansas
$485K -$33.8K -832 -7%
IA
819
IFP Advisors
Florida
$483K -$90.9K -2,240 -24%
HP
820
Haven Private
Florida
$482K -$3.98K -98 -0.8%
CIAS
821
CFS Investment Advisory Services
New Jersey
$481K +$75.9K +1,871 +20%
FFS
822
Founders Financial Securities
Maryland
$480K +$12.6K +310 +3%
BST
823
Bath Savings Trust
Maine
$480K -$8.11K -200 -2%
IIC
824
Integrated Investment Consultants
Michigan
$476K -$406 -10 -0.1%
CI
825
Cigna Investments
Connecticut
$472K -$9.82K -242 -2%
31 32
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