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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2051
Geller Advisors
New York
$658K +$35.7K +521 +6%
HWA
2052
HHM Wealth Advisors
Tennessee
$657K -$59.4K -868 -9%
BFPW
2053
BOK Financial Private Wealth
Colorado
$656K +$116K +1,697 +23%
NFG
2054
Nadler Financial Group
Illinois
$655K – – –
RBFC
2055
Roman Butler Fullerton & Co
Missouri
$654K -$14.7K -215 -2%
DI
2056
DAGCO Inc
Ohio
$654K -$71.1K -1,038 -10%
SMG
2057
Smart Money Group
Texas
$652K +$59.9K +875 +10%
CWI
2058
Conscious Wealth Investments
Florida
$652K – – –
KA
2059
Klingman & Associates
New York
$652K +$151K +2,200 +32%
FH
2060
FWG Holdings
Florida
$651K +$479 +7 +0.1%
AWA
2061
Amplius Wealth Advisors
Pennsylvania
$650K +$44.8K +654 +8%
MG
2062
Marex Group
$650K +$90.7K +1,324 +17%
SLC
2063
Second Line Capital
Louisiana
$648K +$78.5K +1,147 +15%
CS
2064
Crescent Sterling
Louisiana
$647K +$137 +2 +0%
JWM
2065
Jeppson Wealth Management
California
$645K -$7.88K -115 -1%
PMSA
2066
Patrick M. Sweeney & Associates
Illinois
$645K +$49.1K +717 +9%
LWM
2067
Laidlaw Wealth Management
New York
$645K -$29.6K -432 -5%
CIC
2068
Chilton Investment Company
Connecticut
$644K +$30.5K +446 +5%
CS
2069
Capital Square
Tennessee
$644K +$27K +395 +5%
HGERS
2070
Householder Group Estate & Retirement Specialist
Arizona
$643K +$13.5K +197 +2%
MCM
2071
Maple Capital Management
Vermont
$643K -$45.8K -669 -7%
CWS
2072
Cypress Wealth Services
California
$641K +$12.3K +179 +2%
HGWM
2073
Horst & Graben Wealth Management
Oregon
$638K +$22.6K +330 +4%
MWM
2074
Mattern Wealth Management
Kansas
$638K – – –
IPW
2075
Inlet Private Wealth
Florida
$636K -$38.3K -560 -6%
81 82
83
84 85