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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1401
Family Wealth Partners
North Carolina
$297K – – –
IC
1402
Inscription Capital
Texas
$296K +$21.8K +60 +7%
BWM
1403
BCS Wealth Management
Tennessee
$296K -$9.81K -27 -3%
IIC
1404
Integrated Investment Consultants
Michigan
$295K – – –
CCAM
1405
Cascades Capital Asset Management
North Carolina
$295K -$12K -33 -3%
ICP
1406
Impact Capital Partners
Colorado
$294K -$3.27K -9 -0.9%
SWGC
1407
Summit Wealth Group (Colorado)
Colorado
$293K +$20K +55 +6%
BBL
1408
Beck Bode LLC
Massachusetts
$292K -$34.5K -95 -9%
IF
1409
Intrua Financial
Texas
$291K +$22.5K +62 +7%
GPA
1410
Garrison Point Advisors
California
$291K – – –
LWM
1411
LJI Wealth Management
Indiana
$291K – – –
SF
1412
Symphony Financial
Texas
$291K -$7.99K -22 -2%
CNB
1413
Camden National Bank
Maine
$290K +$25.1K +69 +8%
TWIM
1414
TIAA Wealth Investment Management
New York
$289K +$66.1K +182 +25%
AHL
1415
Abel Hall LLC
Louisiana
$289K +$1.82K +5 +0.5%
UAS
1416
United Asset Strategies
New York
$288K +$88.7K +244 +36%
TF
1417
Tompkins Financial
New York
$288K – – –
AF
1418
Atala Financial
California
$287K – – –
IWA
1419
IVC Wealth Advisors
Pennsylvania
$287K -$33.1K -91 -9%
PSP
1420
Pacific Sage Partners
Washington
$287K -$54.5K -150 -14%
TWM
1421
Trueblood Wealth Management
Ohio
$286K +$2.91K +8 +0.9%
HBT
1422
Hills Bank & Trust
Iowa
$285K -$1.82K -5 -0.5%
NP
1423
NorthRock Partners
Minnesota
$284K +$90.1K +248 +38%
IAMOG
1424
Investors Asset Management of Georgia
Georgia
$283K -$17.8K -49 -5%
BCM
1425
Becker Capital Management
Oregon
$283K +$10.5K +29 +3%
55 56
57
58 59