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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2076
Clark Wealth Partners
Illinois
$630K +$661K +10,124 New
BWM
2077
BCS Wealth Management
Tennessee
$629K +$660K +10,108 New
SN
2078
Sittner & Nelson
Oregon
$627K +$8.68K +133 +1%
JAG
2079
Journey Advisory Group
Kentucky
$627K – – –
CA
2080
Cambridge Advisors
Nebraska
$626K +$4.7K +72 +0.7%
SPWM
2081
Schrum Private Wealth Management
Florida
$625K -$509K -7,800 -44%
GWA
2082
Gibson Wealth Advisors
Texas
$623K – – –
SIS
2083
Sound Income Strategies
Florida
$622K +$91.9K +1,408 +16%
ERWM
2084
Elk River Wealth Management
Colorado
$621K – – –
SIG
2085
Spinnaker Investment Group
California
$621K +$653 +10 +0.1%
FH
2086
FWG Holdings
Florida
$619K +$522 +8 +0.1%
GWM
2087
Gibbs Wealth Management
Georgia
$618K +$85.4K +1,308 +15%
VCM
2088
Virtue Capital Management
Tennessee
$618K -$3.39K -52 -0.5%
GHAM
2089
Gilman Hill Asset Management
Connecticut
$617K -$35.9K -550 -5%
EPIME
2090
Evelyn Partners Investment Management (Europe)
$616K +$646K +9,893 New
MP
2091
McDonald Partners
Ohio
$616K -$13.8K -212 -2%
EFG
2092
Embree Financial Group
Illinois
$616K +$4.44K +68 +0.7%
RW
2093
Regimen Wealth
Georgia
$615K +$9.14K +140 +1%
OPWM
2094
Oregon Pacific Wealth Management
Oregon
$614K +$644K +9,869 New
NAG
2095
Northstar Advisory Group
New Jersey
$613K -$2.08M -31,863 -76%
SWMG
2096
Sard Wealth Management Group
Georgia
$612K +$70.2K +1,075 +12%
SIS
2097
Strategic Investment Solutions
Illinois
$612K +$12K +184 +2%
RMCM
2098
Reynders McVeigh Capital Management
Massachusetts
$611K -$13.1K -200 -2%
RTC
2099
Real Talk Capital
Tennessee
$610K +$640K +9,798 New
HWA
2100
HCR Wealth Advisors
California
$609K -$6.27K -96 -1%
82 83
84
85 86