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Name Holding Trade Value Shares
Change 		Change in
Stake
IW
2701
Imprint Wealth
South Carolina
$180K +$163K +597 New
CWP
2702
Concord Wealth Partners
Virginia
$177K -$69.7K -255 -30%
CWM
2703
Crowley Wealth Management
Delaware
$176K +$2.73K +10 +2%
A
2704
AlphaQuest
New York
$174K -$553K -2,022 -78%
MCA
2705
Maryland Capital Advisors
Maryland
$172K -$547 -2 -0.3%
GWP
2706
Gen-Wealth Partners
Michigan
$172K – – –
CPG
2707
Cornerstone Planning Group
New Jersey
$169K +$27.6K +101 +23%
GWSG
2708
GPS Wealth Strategies Group
Colorado
$168K +$13.7K +50 +10%
PFA
2709
Pathway Financial Advisers
Indiana
$165K +$151K +551 New
TLCM
2710
Twin Lakes Capital Management
California
$162K – – –
OSNBOA
2711
Old Second National Bank of Aurora
Illinois
$161K – – –
MSG
2712
Main Street Group
Virginia
$161K -$547 -2 -0.4%
TCB
2713
Texas Capital Bancshares
Texas
$159K +$144K +528 New
BWL
2714
Bogart Wealth LLC
Virginia
$157K +$15.9K +58 +13%
DFA
2715
DHJJ Financial Advisors
Illinois
$156K -$5.47K -20 -4%
HWP
2716
Highline Wealth Partners
California
$153K +$71.9K +263 +108%
HFS
2717
Horizon Financial Services
North Carolina
$151K +$133K +487 +3,247%
PCTC
2718
Perkins Coie Trust Company
Washington
$148K +$9.84K +36 +8%
IWP
2719
IAG Wealth Partners
Wisconsin
$146K +$105K +383 +372%
AWM
2720
Abound Wealth Management
Tennessee
$145K +$820 +3 +0.6%
TC
2721
Trust Company
Kansas
$143K – – –
FFC
2722
First Financial Corp
Indiana
$143K – – –
SSA
2723
Schonfeld Strategic Advisors
New York
$141K -$698K -2,552 -85%
GPFA
2724
Game Plan Financial Advisors
Ohio
$139K – – –
JFA
2725
JNBA Financial Advisors
Minnesota
$139K – – –
107 108
109
110 111