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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1401
Bar Harbor Wealth Management
New Hampshire
$933K +$878 +4 +0.1%
TPA
1402
Trivium Point Advisory
Connecticut
$932K +$75.3K +343 +10%
GEM
1403
Global Endowment Management
North Carolina
$930K +$104K +473 +15%
PAW
1404
Plan A Wealth
Nebraska
$927K -$3.51K -16 -0.4%
PWP
1405
Perfromance Wealth Partners
Illinois
$926K +$504K +2,296 +176%
HL
1406
HeadInvest LLC
Maine
$917K -$59.2K -270 -7%
TSW
1407
Thompson Siegel & Walmsley
Virginia
$915K -$17.8K -81 -2%
VWM
1408
Venturi Wealth Management
Texas
$913K +$67.1K +306 +9%
WPC
1409
Waters Parkerson & Co
Louisiana
$911K -$8.12K -37 -1%
CCFM
1410
Clear Creek Financial Management
Washington
$905K +$254K +1,156 +49%
NG
1411
Novem Group
New York
$904K -$22.8K -104 -3%
VCAM
1412
Van Cleef Asset Management
Ohio
$903K -$10.3K -47 -1%
GBT
1413
Grove Bank & Trust
Florida
$901K -$40.4K -184 -5%
TW
1414
TritonPoint Wealth
Maryland
$901K +$181K +825 +31%
CCM
1415
Crew Capital Management
Ohio
$898K – – –
TDC
1416
Thompson Davis & Co
Virginia
$893K -$21.9K -100 -3%
SOS
1417
Silver Oak Securities
Tennessee
$893K -$18.9K -86 -2%
LSA
1418
Lansing Street Advisors
Pennsylvania
$891K +$122K +554 +19%
MEAC
1419
M.E. Allison & Co
Texas
$889K +$219 +1 +0%
PWP
1420
Parkwoods Wealth Partners
New York
$886K -$1.1K -5 -0.1%
FPB
1421
First PREMIER Bank
South Dakota
$885K – – –
TAM
1422
Trillium Asset Management
Massachusetts
$883K +$27K +123 +4%
CFA
1423
Capstone Financial Advisors
Illinois
$880K +$311K +1,416 +71%
WWM
1424
Wolff Wiese Magana
California
$879K +$663K +3,022 +765%
NAS
1425
NWF Advisory Services
California
$879K -$2.24M -10,228 -75%
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