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Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
2151
Silicon Hills Wealth Management
Texas
$786K +$12.7K +40 +2%
CA
2152
Centerpoint Advisors
Massachusetts
$785K +$655K +2,058 +509%
SNB
2153
Security National Bank
Nebraska
$783K – – –
IA
2154
IFG Advisors
Missouri
$783K +$4.77K +15 +0.6%
VSWA
2155
Vontobel Swiss Wealth Advisors
Switzerland
$783K +$185K +581 +30%
MGWM
2156
Marks Group Wealth Management
Minnesota
$782K +$31.2K +98 +4%
FS
2157
Ferguson Shapiro
Georgia
$781K – – –
EBA
2158
Eagle Bay Advisors
New York
$781K +$776K +2,440 New
APW
2159
Acima Private Wealth
Virginia
$778K – – –
RZH
2160
Relyea Zuckerberg Hanson
Connecticut
$778K +$12.1K +38 +2%
COCM
2161
Charter Oak Capital Management
New Hampshire
$777K +$3.5K +11 +0.5%
WAAG
2162
Wealth Alliance Advisory Group
Kansas
$777K +$12.4K +39 +2%
TWM
2163
Triton Wealth Management
Arizona
$777K +$210K +659 +39%
MWM
2164
Mattern Wealth Management
Kansas
$776K -$20K -63 -3%
WG
2165
Watchman Group
Texas
$776K -$14.3K -45 -2%
TWI
2166
Thomas White International
Illinois
$770K – – –
TFA
2167
Trinity Financial Advisors
Ohio
$769K -$63K -198 -8%
PWM
2168
Palumbo Wealth Management
New York
$769K -$38.2K -120 -5%
NWA
2169
New World Advisors
Massachusetts
$769K -$2.86K -9 -0.4%
GB
2170
Goepper Burkhardt
South Carolina
$768K -$35K -110 -4%
WCM
2171
Windsor Capital Management
Arizona
$766K -$61.4K -193 -7%
MLFP
2172
MPS Loria Financial Planners
Illinois
$764K -$10.8K -34 -1%
SFG
2173
SevenBridge Financial Group
Pennsylvania
$762K +$75.7K +238 +11%
CC
2174
Claybrook Capital
Massachusetts
$762K +$760K +2,390 New
PFBT
2175
Parkside Financial Bank & Trust
Missouri
$759K -$14K -44 -2%
85 86
87
88 89