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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1876
Moran Wealth Management
Florida
$566K +$25.4K +93 +5%
PWM
1877
Pines Wealth Management
North Carolina
$566K +$22.7K +83 +5%
FNT
1878
First Nebraska Trust
Nebraska
$565K -$4.92K -18 -0.9%
WCWM
1879
Willow Creek Wealth Management
California
$565K – – –
SWM
1880
SFG Wealth Management
Maryland
$564K +$512K +1,874 New
JJBC
1881
James J. Burns & Company
New York
$563K -$2.73K -10 -0.5%
BWP
1882
BlueStem Wealth Partners
Minnesota
$562K +$16.7K +61 +3%
NP
1883
Nilsine Partners
Colorado
$562K +$119K +436 +30%
MCM
1884
MV Capital Management
Maryland
$562K – – –
CAM
1885
Cidel Asset Management
Ontario, Canada
$560K – – –
FSC
1886
Full Sail Capital
Oklahoma
$560K +$219K +802 +76%
TSW
1887
Three Seasons Wealth
Utah
$559K +$508K +1,859 New
PWMG
1888
Prestige Wealth Management Group
New Jersey
$559K +$475K +1,736 +1,459%
KA
1889
Kozak & Associates
Colorado
$558K -$14.2K -52 -3%
DTL
1890
Dynamic Technology Lab
Singapore
$558K +$507K +1,855 New
VHAM
1891
Van Hulzen Asset Management
California
$558K -$42.1K -154 -8%
SP
1892
Stablepoint Partners
Massachusetts
$558K -$1.37K -5 -0.3%
SIMG
1893
Sonora Investment Management Group
Arizona
$558K -$273 -1 -0.1%
FC
1894
Financial Council
Maryland
$556K – – –
MSAM
1895
Moloney Securities Asset Management
Missouri
$551K -$42.6K -156 -8%
FOFP
1896
Fee-Only Financial Planning
South Carolina
$550K – – –
SSG
1897
Summit Securities Group
New York
$550K +$35.3K +129 +8%
LIA
1898
LS Investment Advisors
Michigan
$548K – – –
SWG
1899
Summit Wealth Group
Vermont
$548K -$7.65K -28 -2%
OHWP
1900
Oak Harbor Wealth Partners
North Carolina
$547K +$53.3K +195 +12%
74 75
76
77 78