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Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1676
Forvis Mazars Wealth Advisors
Missouri
$1.91M +$116K +335 +6%
IFWM
1677
Institute for Wealth Management
Colorado
$1.9M +$6.59K +19 +0.3%
CA
1678
Carson Advisory
Georgia
$1.9M +$296K +854 +16%
CCG
1679
Chatham Capital Group
Georgia
$1.9M +$757K +2,183 +52%
RF
1680
Rollins Financial
Georgia
$1.9M -$188K -542 -8%
DWM
1681
Destination Wealth Management
California
$1.9M -$161K -463 -7%
MJB
1682
Mark J. Bradley
$1.89M -$939K -2,708 -30%
CA
1683
Continuum Advisory
Idaho
$1.89M +$623K +1,797 +40%
FDS
1684
Freedom Day Solutions
Texas
$1.89M -$9.02K -26 -0.4%
NB
1685
Nicolet Bankshares
Wisconsin
$1.88M +$632K +1,822 +41%
SB
1686
Strategic Blueprint
Georgia
$1.88M +$143K +412 +7%
FBFS
1687
First Business Financial Services
Wisconsin
$1.88M +$93.7K +270 +5%
APC
1688
Aspire Private Capital
North Carolina
$1.87M +$216K +623 +11%
KFP
1689
KMG Fiduciary Partners
Ohio
$1.87M -$35.7K -103 -2%
VWA
1690
Visionary Wealth Advisors
Illinois
$1.86M +$135K +389 +7%
LIA
1691
LBMC Investment Advisors
Tennessee
$1.86M -$1.04K -3 -0%
TIA
1692
Trust Investment Advisors
Indiana
$1.86M +$12.5K +36 +0.6%
QI
1693
Qtron Investments
Massachusetts
$1.86M +$536K +1,545 +33%
PSB
1694
Piscataqua Savings Bank
New Hampshire
$1.86M +$394K +1,135 +22%
PIMG
1695
Patriot Investment Management Group
Tennessee
$1.86M -$4.86K -14 -0.2%
LOIM
1696
Liberty One Investment Management
Illinois
$1.85M +$76.3K +220 +4%
RIM
1697
Redwood Investment Management
Arizona
$1.85M -$334K -962 -13%
HIP
1698
HUB Investment Partners
Texas
$1.85M +$18K +52 +0.9%
FCM
1699
Fairbanks Capital Management
California
$1.84M -$4.51K -13 -0.2%
WMP
1700
Wealth Management Partners
Arizona
$1.84M – – –
66 67
68
69 70