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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1076
Modern Wealth Management
Kansas
$496K +$35.5K +127 +8%
PMWMG
1077
Parr McKnight Wealth Management Group
Minnesota
$496K +$492K +1,763 New
DAM
1078
Diamant Asset Management
Connecticut
$495K -$20.9K -75 -4%
HA
1079
Hamel Associates
New Jersey
$495K – – –
MIM
1080
Montgomery Investment Management
Maryland
$494K – – –
CG
1081
CFO4Life Group
Texas
$493K +$3.35K +12 +0.7%
BFA
1082
Bragg Financial Advisors
North Carolina
$490K +$59.5K +213 +14%
GC
1083
Garde Capital
Washington
$490K +$27.9K +100 +6%
FFA
1084
Farther Finance Advisors
California
$490K +$20.4K +73 +4%
PAM
1085
Panagora Asset Management
Massachusetts
$488K -$50.2M -179,688 -99%
CL
1086
CVFG LLC
Indiana
$482K +$479K +1,714 New
GI
1087
GAMCO Investors
Connecticut
$481K +$242K +868 +103%
WB
1088
Webster Bank
Connecticut
$480K – – –
GL
1089
Graypoint LLC
New York
$479K -$6.7K -24 -1%
MJRIC
1090
Mogy Joel R Investment Counsel
California
$478K – – –
GPA
1091
Guerra Pan Advisors
New Jersey
$478K +$279 +1 +0.1%
RMC
1092
Resources Management Corp
Connecticut
$476K -$27.9K -100 -6%
FCAS
1093
First Command Advisory Services
Texas
$475K -$3.35K -12 -0.7%
ALAM
1094
Asahi Life Asset Management
Japan
$474K -$5.58K -20 -1%
GFPC
1095
Global Financial Private Client
Florida
$473K +$6.98K +25 +2%
IFG
1096
Independent Financial Group
California
$473K +$6.14K +22 +1%
WIM
1097
WealthPlan Investment Management
Nebraska
$473K +$11.7K +42 +3%
NFG
1098
Nations Financial Group
Iowa
$471K -$48.9K -175 -9%
CI
1099
Conning Inc
Connecticut
$471K -$21.8K -78 -4%
BWP
1100
Baldwin Wealth Partners
Massachusetts
$471K -$18.7K -67 -4%
42 43
44
45 46