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Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
1151
WESCAP Management Group
California
$309K -$5.07K -22 -2%
AWM
1152
Aprio Wealth Management
Georgia
$309K +$19.8K +86 +7%
NHT
1153
New Hampshire Trust
New Hampshire
$308K – – –
AWE
1154
Avidian Wealth Enterprises
Texas
$308K +$18.7K +81 +7%
C
1155
Certuity
Florida
$308K -$25.6K -111 -8%
1C
1156
111 Capital
France
$307K +$301K +1,304 New
RC
1157
Roundview Capital
New Jersey
$307K – – –
MWM
1158
Massachusetts Wealth Management
Massachusetts
$307K – – –
CWM
1159
Centric Wealth Management
Illinois
$306K +$2.54K +11 +0.9%
AFP
1160
Ausdal Financial Partners
Iowa
$305K +$11.8K +51 +4%
IF
1161
Intrua Financial
Texas
$305K +$298K +1,293 New
SGCA
1162
Steel Grove Capital Advisors
Tennessee
$303K – – –
FM
1163
Foster & Motley
Ohio
$303K -$85.8K -372 -22%
P
1164
Pitcairn
Pennsylvania
$303K -$757K -3,285 -72%
MWM
1165
Modern Wealth Management
Kansas
$302K +$19.8K +86 +7%
TWM
1166
Tradition Wealth Management
Minnesota
$301K -$31.4K -136 -10%
DS
1167
DRW Securities
Illinois
$300K +$63.2K +274 +27%
BDAM
1168
Blue Door Asset Management
Connecticut
$299K +$293K +1,270 New
SCM
1169
Stevens Capital Management
Pennsylvania
$299K -$22.4K -97 -7%
ST
1170
Somerset Trust
Pennsylvania
$299K -$60.2K -261 -17%
NWM
1171
Northwest Wealth Management
Iowa
$299K +$292K +1,267 New
HH
1172
Hilltop Holdings
Texas
$299K +$29.5K +128 +11%
SIM
1173
Synergy Investment Management
Florida
$298K – – –
BW
1174
Basepoint Wealth
Iowa
$297K +$1.61K +7 +0.6%
PF
1175
Phoenix Financial
Israel
$296K +$30.2K +131 +12%
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