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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1701
Premier Path Wealth Partners
New Jersey
$2.6M +$262K +641 +11%
WFS
1702
Widmann Financial Services
Maryland
$2.59M +$53.9K +132 +2%
WP
1703
WMS Partners
Maryland
$2.59M +$51.9K +127 +2%
CT
1704
Clearstead Trust
Maine
$2.59M +$1.17M +2,873 +76%
NLP
1705
Next Level Private
New York
$2.58M +$817 +2 +0%
QPBE
1706
Quintet Private Bank (Europe)
Luxembourg
$2.58M -$272K -666 -9%
BDS
1707
Banco de Sabadell
Florida
$2.57M +$31.5K +77 +1%
BCMO
1708
Buckingham Capital Management (Ohio)
Ohio
$2.57M -$31K -76 -1%
JSL
1709
JT Stratford LLC
Georgia
$2.57M +$96K +235 +4%
PP
1710
PDS Planning
Ohio
$2.57M -$60.9K -149 -2%
AOWM
1711
Alpha Omega Wealth Management
Virginia
$2.57M -$74.4K -182 -3%
GC
1712
Grimes & Company
Massachusetts
$2.56M +$76.4K +187 +3%
AFG
1713
ABLE Financial Group
Arizona
$2.56M +$371K +908 +16%
TWA
1714
TCI Wealth Advisors
Arizona
$2.56M -$91.9K -225 -3%
LI
1715
LRI Investments
Florida
$2.55M +$409 +1 +0%
SSW
1716
Stone Summit Wealth
Florida
$2.55M -$35.5K -87 -1%
LIP
1717
Lighthouse Investment Partners
Florida
$2.55M +$2.68M +6,552 New
VCM
1718
Versant Capital Management
Arizona
$2.55M +$187K +457 +8%
PA
1719
Paralel Advisors
Colorado
$2.54M +$242K +592 +10%
CA
1720
Carson Advisory
Georgia
$2.54M -$72.7K -178 -3%
CCG
1721
Catalina Capital Group
California
$2.54M +$3.68K +9 +0.1%
GGA
1722
Granite Group Advisors
Connecticut
$2.54M -$67K -164 -2%
BMWS
1723
Brady Martz Wealth Solutions
North Dakota
$2.54M +$2.64M +6,471 New
BFA
1724
Benedict Financial Advisors
Georgia
$2.54M +$266K +651 +11%
MSFS
1725
Main Street Financial Solutions
Pennsylvania
$2.53M -$530K -1,297 -17%
67 68
69
70 71