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Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
2076
Caldwell Sutter Capital
California
$1.04M -$50.5K -157 -4%
SPWM
2077
Schrum Private Wealth Management
Florida
$1.04M +$965 +3 +0.1%
MPM
2078
Meritage Portfolio Management
Kansas
$1.04M +$29.3K +91 +3%
1W
2079
1776 Wealth
Georgia
$1.04M – – –
SAM
2080
Summit Asset Management
Tennessee
$1.03M -$17.7K -55 -2%
EW
2081
Evoke Wealth
California
$1.03M +$141K +438 +15%
OPOWM
2082
One Plus One Wealth Management
Florida
$1.03M -$498K -1,547 -31%
CF
2083
Copperwynd Financial
Arizona
$1.03M -$9.65K -30 -0.9%
BWP
2084
Balboa Wealth Partners
Arizona
$1.03M -$21.2K -66 -2%
D
2085
Diversified
Delaware
$1.03M – – –
MWC
2086
MBM Wealth Consultants
Missouri
$1.03M +$87.2K +271 +8%
XSC
2087
X-Square Capital
Puerto Rico
$1.03M – – –
WWMSC
2088
Wagner Wealth Management (South Carolina)
South Carolina
$1.03M +$38.9K +121 +4%
DMC
2089
Drexel Morgan & Co
Pennsylvania
$1.03M – – –
HR
2090
Hardy Reed
Mississippi
$1.03M -$167K -519 -13%
FWM
2091
Fairhaven Wealth Management
Illinois
$1.02M -$7.72K -24 -0.7%
SOS
2092
Silver Oak Securities
Tennessee
$1.02M -$404K -1,255 -27%
TWP
2093
Tower Wealth Partners
Pennsylvania
$1.02M +$3.54K +11 +0.3%
SPI
2094
Santori & Peters Inc
Pennsylvania
$1.02M +$6.43K +20 +0.6%
IBOK
2095
Independence Bank of Kentucky
Kentucky
$1.01M +$80.4K +250 +8%
PWA
2096
Provenance Wealth Advisors
Florida
$1.01M +$1.08M +3,353 New
RCM
2097
Raleigh Capital Management
North Carolina
$1.01M +$57.9K +180 +6%
EFG
2098
Ethos Financial Group
Pennsylvania
$1.01M +$25.4K +79 +2%
AF
2099
Apexium Financial
Texas
$1.01M -$14.8K -46 -1%
TIM
2100
Tortoise Investment Management
New York
$1.01M -$14.8K -46 -1%
82 83
84
85 86