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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1351
Searle & Co
Connecticut
$739K – – –
GBT
1352
Grove Bank & Trust
Florida
$738K +$66.9K +340 +10%
YIM
1353
Yoffe Investment Management
Pennsylvania
$738K – – –
FFG
1354
Fortem Financial Group
California
$736K +$59K +300 +9%
RWM
1355
Revisor Wealth Management
Ohio
$736K +$239K +1,213 +49%
ALAM
1356
Asahi Life Asset Management
Japan
$736K -$71.8K -365 -9%
EM
1357
Excalibur Management
Massachusetts
$734K -$2.36K -12 -0.3%
CWP
1358
Cyndeo Wealth Partners
Florida
$732K +$113K +574 +19%
PCP
1359
Proficio Capital Partners
Massachusetts
$731K +$64.3K +327 +10%
TSW
1360
Thompson Siegel & Walmsley
Virginia
$728K +$1.97K +10 +0.3%
HWA
1361
Heritage Wealth Advisors
Virginia
$728K -$590 -3 -0.1%
MWP
1362
Moller Wealth Partners
$727K – – –
SFI
1363
SPC Financial Inc
Maryland
$726K +$20.9K +106 +3%
JSSH
1364
J. Safra Sarasin Holding
$726K -$85.2K -433 -11%
SWM
1365
Silverlake Wealth Management
Vermont
$725K -$590 -3 -0.1%
BHWM
1366
Bar Harbor Wealth Management
New Hampshire
$725K -$787 -4 -0.1%
PFA
1367
Pure Financial Advisors
California
$725K +$46.4K +236 +7%
PAW
1368
Plan A Wealth
Nebraska
$724K -$80.3K -408 -10%
NG
1369
Novem Group
New York
$724K +$36.6K +186 +5%
MW
1370
Marcum Wealth
Ohio
$723K +$15.5K +79 +2%
HA
1371
Harfst & Associates
Wyoming
$722K +$709K +3,606 New
AA
1372
Advisory Alpha
Michigan
$721K +$181K +918 +34%
KRW
1373
Kaufman Rossin Wealth
Florida
$718K +$706K +3,587 New
FFA
1374
Founders Financial Alliance
North Carolina
$716K +$1.77K +9 +0.3%
WPC
1375
Waters Parkerson & Co
Louisiana
$716K – – –
53 54
55
56 57