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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
976
Moran Wealth Management
Florida
$4.41M +$305K +3,856 +8%
FB
977
Fulton Bank
Pennsylvania
$4.41M -$893K -11,309 -17%
ISWM
978
Independent Solutions Wealth Management
New York
$4.37M -$42.9K -543 -1%
SIG
979
Sargent Investment Group
Maryland
$4.37M +$9.71K +123 +0.2%
ACP
980
Arcus Capital Partners
Georgia
$4.36M -$44.7M -565,998 -91%
SFP
981
Shepherd Financial Partners
Massachusetts
$4.34M -$88.5K -1,121 -2%
CT
982
Caldwell Trust
Florida
$4.34M -$96K -1,215 -2%
BFG
983
Beacon Financial Group
Texas
$4.33M -$121K -1,534 -3%
TSS
984
Thomas Story & Son
Indiana
$4.32M -$8.69K -110 -0.2%
IA
985
IFG Advisory
Georgia
$4.31M +$4.05M +51,270 +2,913%
CCG
986
Chatham Capital Group
Georgia
$4.3M -$19.4K -246 -0.5%
PBC
987
Pavion Blue Capital
California
$4.29M -$395 -5 -0%
NW
988
Naviter Wealth
Arkansas
$4.29M +$924K +11,701 +29%
MWM
989
Meridian Wealth Management
Kentucky
$4.29M +$579K +7,333 +16%
GC
990
Grimes & Company
Massachusetts
$4.29M +$248K +3,136 +6%
TP
991
TritonPoint Partners
Maryland
$4.28M +$3.69M +46,764 +823%
PJWM
992
Philip James Wealth Mangement
Georgia
$4.28M -$64.4K -816 -2%
JSSH
993
J. Safra Sarasin Holding
$4.28M -$719K -9,107 -13%
WCM
994
Weik Capital Management
Pennsylvania
$4.28M -$81.3K -1,029 -2%
LFG
995
Larson Financial Group
Missouri
$4.28M +$305K +3,856 +8%
HCMT
996
Highland Capital Management (Tennessee)
Tennessee
$4.27M -$1.39M -17,644 -25%
CW
997
CreativeOne Wealth
Kansas
$4.26M -$335K -4,240 -7%
NGA
998
Naples Global Advisors
Florida
$4.23M +$60.2K +762 +1%
KIA
999
KCM Investment Advisors
California
$4.23M -$148K -1,880 -3%
IAS
1000
Insigneo Advisory Services
Florida
$4.23M +$411K +5,199 +11%
38 39
40
41 42