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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1701
Glassman Wealth Services
Virginia
$690K -$79K -1,826 -9%
MA
1702
MONECO Advisors
Connecticut
$690K +$39.9K +923 +5%
NB
1703
Northwest Bancshares
Pennsylvania
$688K -$16.4K -378 -2%
TL
1704
Tradewinds LLC
North Carolina
$684K +$791K +18,274 New
ZIG
1705
Zullo Investment Group
Pennsylvania
$682K -$13K -300 -2%
RBFC
1706
Roman Butler Fullerton & Co
Missouri
$682K -$2.85K -66 -0.4%
PWM
1707
Palumbo Wealth Management
New York
$680K +$36.5K +843 +5%
WCM
1708
Washington Capital Management
Washington
$679K +$38.9K +900 +5%
STA
1709
Summit Trail Advisors
New York
$679K -$77.2K -1,785 -9%
PFBT
1710
Parkside Financial Bank & Trust
Missouri
$674K -$83.4K -1,928 -10%
CWP
1711
CFM Wealth Partners
Texas
$674K -$8.44K -195 -1%
JSL
1712
JT Stratford LLC
Georgia
$673K +$75.4K +1,743 +11%
MWA
1713
Meridian Wealth Advisors
Texas
$671K +$62.7K +1,450 +9%
RMAM
1714
Raab & Moskowitz Asset Management
New Jersey
$670K -$10.5K -242 -1%
CFA
1715
Cahill Financial Advisors
Minnesota
$669K +$12.5K +289 +2%
CPA
1716
Cardiff Park Advisors
California
$669K +$20.9K +483 +3%
AWA
1717
Arete Wealth Advisors
Illinois
$668K -$760K -17,570 -50%
EWM
1718
Evermay Wealth Management
Virginia
$668K -$127K -2,924 -14%
CFO
1719
CVA Family Office
Colorado
$668K +$44.2K +1,022 +6%
DU
1720
Delphia (USA)
Ontario, Canada
$667K +$365K +8,436 +90%
CT
1721
Clearstead Trust
Maine
$666K – – –
WCM
1722
Whitener Capital Management
North Carolina
$663K -$12.5K -288 -2%
ACM
1723
Adalta Capital Management
New York
$662K -$86.5K -2,000 -10%
CG
1724
CFO4Life Group
Texas
$662K -$54.3K -1,254 -7%
DWM
1725
Dakota Wealth Management
Florida
$661K +$279K +6,452 +58%
67 68
69
70 71