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Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
1776
Journey Strategic Wealth
New Jersey
$752K +$56.1K +926 +8%
SFG
1777
SevenBridge Financial Group
Pennsylvania
$748K – – –
PIMG
1778
Patriot Investment Management Group
Tennessee
$744K – – –
DAC
1779
Dividend Assets Capital
South Carolina
$743K – – –
PCA
1780
Pallas Capital Advisors
Massachusetts
$741K +$702K +11,594 New
SIA
1781
Sit Investment Associates
Minnesota
$741K – – –
JC
1782
JB Capital
Connecticut
$741K -$6.48K -107 -0.9%
TW
1783
TrinityPoint Wealth
Connecticut
$740K +$12.4K +205 +2%
GDP
1784
Great Diamond Partners
Maine
$736K +$11.4K +188 +2%
OWM
1785
OneAscent Wealth Management
Alabama
$736K +$154K +2,546 +28%
STA
1786
Summit Trail Advisors
New York
$735K +$66.8K +1,103 +10%
ZF
1787
Zhang Financial
Michigan
$734K +$55K +908 +8%
HI
1788
Hendershot Investments
Virginia
$732K -$118K -1,944 -14%
DWMS
1789
Dominguez Wealth Management Solutions
Virginia
$732K -$1.15K -19 -0.2%
GITFIT
1790
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$732K +$121K +2,000 +20%
RIS
1791
Retirement Income Solutions
Michigan
$731K +$713K +11,779 New
TSS
1792
Two Sigma Securities
New York
$730K -$3.43M -56,630 -83%
EA
1793
Eudaimonia Advisors
Tennessee
$729K -$9.93K -164 -1%
AWC
1794
Abundance Wealth Counselors
Pennsylvania
$729K +$404K +6,671 +131%
MA
1795
MCF Advisors
Kentucky
$726K +$141K +2,335 +25%
CS
1796
Crescent Sterling
Louisiana
$724K +$63.2K +1,044 +10%
WAM
1797
Weinberger Asset Management
California
$724K -$101K -1,660 -12%
IWA
1798
IVC Wealth Advisors
Pennsylvania
$721K -$1.64K -27 -0.2%
ACM
1799
Argent Capital Management
Missouri
$720K +$25.4K +420 +4%
GWM
1800
Gray Wealth Management
Maine
$719K -$10.1K -166 -1%
70 71
72
73 74