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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1101
Baldwin Wealth Partners
Massachusetts
$522K -$39.2K -150 -8%
CG
1102
CFO4Life Group
Texas
$520K +$5.49K +21 +1%
PWP
1103
Phillips Wealth Planners
Mississippi
$516K +$70.4K +269 +18%
GAM
1104
Garrison Asset Management
Arkansas
$515K -$1.31K -5 -0.3%
HTC
1105
Haverford Trust Company
Pennsylvania
$514K -$75.1K -287 -14%
ZF
1106
Zega Financial
Florida
$512K +$26.7K +102 +6%
WB
1107
Webster Bank
Connecticut
$512K +$7.85K +30 +2%
AI
1108
Atom Investors
Texas
$510K -$69.3K -265 -13%
MJRIC
1109
Mogy Joel R Investment Counsel
California
$510K – – –
GPA
1110
Guerra Pan Advisors
New Jersey
$509K +$40.3K +154 +10%
MFA
1111
Mayflower Financial Advisors
Massachusetts
$509K -$9.94K -38 -2%
WMG
1112
WESCAP Management Group
California
$507K – – –
TCM
1113
Triumph Capital Management
Colorado
$507K -$5.75K -22 -1%
BJL
1114
Brighton Jones LLC
Washington
$505K +$19.6K +75 +5%
PIM
1115
Profit Investment Management
Maryland
$505K – – –
CC
1116
Chicago Capital
Illinois
$504K – – –
AWM
1117
Aberdeen Wealth Management
Illinois
$502K – – –
WG
1118
Wealth Group
North Carolina
$499K -$3.92K -15 -0.9%
GA
1119
Geller Advisors
New York
$496K – – –
SEIA
1120
Signature Estate & Investment Advisors
California
$496K +$433K +1,654 New
TWM
1121
Tradition Wealth Management
Minnesota
$495K +$36.4K +139 +9%
SC
1122
SouthState Corp
Florida
$494K – – –
PCM
1123
Pointe Capital Management
Michigan
$493K – – –
HNB
1124
Hilltop National Bank
Wyoming
$493K – – –
GC
1125
Garde Capital
Washington
$492K -$12.8K -49 -3%
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