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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1001
Premier Path Wealth Partners
New Jersey
$1.31M +$1.35K +3 +0.1%
LIG
1002
Lokken Investment Group
Delaware
$1.31M +$81.5K +181 +7%
HTIM
1003
Harbour Trust & Investment Management
Indiana
$1.3M -$67.5K -150 -5%
CAMG
1004
CWA Asset Management Group
Florida
$1.3M +$575K +1,277 +85%
MMPW
1005
Mitchell McLeod Pugh & Williams
Alabama
$1.29M +$31.5K +70 +3%
CFO
1006
Callan Family Office
Pennsylvania
$1.29M -$299K -665 -19%
CHAM
1007
Clear Harbor Asset Management
Connecticut
$1.29M +$155K +344 +14%
BTWM
1008
Baker Tilly Wealth Management
Wisconsin
$1.29M +$209K +464 +20%
ADL
1009
Asset Dedication LLC
California
$1.29M +$50.4K +112 +4%
ZF
1010
Zhang Financial
Michigan
$1.29M +$4.95K +11 +0.4%
APSI
1011
Asset Planning Services Inc
Louisiana
$1.29M -$11.3K -25 -0.9%
NL
1012
Navalign LLC
California
$1.28M -$1.8K -4 -0.1%
HKAM
1013
Horizon Kinetics Asset Management
New York
$1.28M +$131K +290 +12%
CT
1014
Caldwell Trust
Florida
$1.28M -$340K -755 -22%
SIA
1015
Schechter Investment Advisors
Michigan
$1.27M -$30.6K -68 -2%
PP
1016
PDS Planning
Ohio
$1.27M +$192K +426 +18%
SB
1017
Strategic Blueprint
Georgia
$1.27M +$94.5K +210 +8%
GSC
1018
G&S Capital
Colorado
$1.26M -$73.4K -163 -6%
CAS
1019
Coppell Advisory Solutions
Texas
$1.26M +$1.24M +2,752 +7,644%
GS
1020
GTS Securities
Florida
$1.25M -$155K -345 -11%
TBT
1021
Texas Bank & Trust
Texas
$1.25M +$223K +496 +23%
MWM
1022
Mission Wealth Management
California
$1.24M +$99.9K +222 +9%
SW
1023
Simplicity Wealth
New Jersey
$1.24M +$670K +1,489 +128%
MWM
1024
Mattern Wealth Management
Kansas
$1.23M -$250K -555 -17%
EFG
1025
Elios Financial Group
Ohio
$1.23M +$1.8K +4 +0.2%
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