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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
976
Shepherd Financial Partners
Massachusetts
$4.34M -$88.5K -1,121 -2%
CT
977
Caldwell Trust
Florida
$4.34M -$96K -1,215 -2%
BFG
978
Beacon Financial Group
Texas
$4.33M -$121K -1,534 -3%
TSS
979
Thomas Story & Son
Indiana
$4.32M -$8.69K -110 -0.2%
IA
980
IFG Advisory
Georgia
$4.31M +$4.05M +51,270 +2,913%
CCG
981
Chatham Capital Group
Georgia
$4.3M -$19.4K -246 -0.5%
PBC
982
Pavion Blue Capital
California
$4.29M -$395 -5 -0%
NW
983
Naviter Wealth
Arkansas
$4.29M +$924K +11,701 +29%
MWM
984
Meridian Wealth Management
Kentucky
$4.29M +$579K +7,333 +16%
GC
985
Grimes & Company
Massachusetts
$4.29M +$248K +3,136 +6%
TP
986
TritonPoint Partners
Maryland
$4.28M +$3.69M +46,764 +823%
PJWM
987
Philip James Wealth Mangement
Georgia
$4.28M -$64.4K -816 -2%
JSSH
988
J. Safra Sarasin Holding
$4.28M -$719K -9,107 -13%
WCM
989
Weik Capital Management
Pennsylvania
$4.28M -$81.3K -1,029 -2%
LFG
990
Larson Financial Group
Missouri
$4.28M +$305K +3,856 +8%
HCMT
991
Highland Capital Management (Tennessee)
Tennessee
$4.27M -$1.39M -17,644 -25%
CW
992
CreativeOne Wealth
Kansas
$4.26M -$335K -4,240 -7%
NGA
993
Naples Global Advisors
Florida
$4.23M +$60.2K +762 +1%
KIA
994
KCM Investment Advisors
California
$4.23M -$148K -1,880 -3%
IAS
995
Insigneo Advisory Services
Florida
$4.23M +$411K +5,199 +11%
CK
996
Cohen Klingenstein
New York
$4.23M – – –
WC
997
Westerkirk Capital
$4.22M – – –
AIP
998
Ameritas Investment Partners
Nebraska
$4.2M -$124K -1,574 -3%
DWM
999
Darwin Wealth Management
Florida
$4.19M +$255K +3,229 +7%
MSFS
1000
Main Street Financial Solutions
Pennsylvania
$4.16M +$146K +1,847 +4%
38 39
40
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