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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1026
PDS Planning
Ohio
$1.03M +$24.2K +56 +3%
PWMG
1027
Prestige Wealth Management Group
New Jersey
$1.03M -$9.09K -21 -0.9%
PEA
1028
Park Edge Advisors
Ohio
$1.02M +$31.6K +73 +3%
CS
1029
CapitalatWork SA
$1.02M – – –
GWMR
1030
GC Wealth Management RIA
Massachusetts
$1.02M +$138K +318 +17%
IW
1031
Imprint Wealth
South Carolina
$1.01M +$26K +60 +3%
DTC
1032
Davidson Trust Company
Washington
$1.01M – – –
CP
1033
Covenant Partners
Tennessee
$1.01M – – –
TCWM
1034
Total Clarity Wealth Management
Illinois
$1.01M +$13K +30 +1%
P
1035
&Partners
Tennessee
$1.01M +$628K +1,451 +202%
OL
1036
Optas LLC
Texas
$1.01M +$3.9K +9 +0.4%
CWS
1037
Confluence Wealth Services
Pennsylvania
$1M +$85.3K +197 +10%
GSC
1038
Grey Street Capital
Illinois
$1M +$935K +2,160 New
NA
1039
Nottingham Advisors
New York
$1M +$935K +2,160 New
BAM
1040
Belpointe Asset Management
Nevada
$1M -$114K -264 -11%
CFG
1041
Carr Financial Group
Massachusetts
$998K – – –
PCM
1042
Pointe Capital Management
Michigan
$993K -$7.36K -17 -0.8%
GFP
1043
Gryphon Financial Partners
Ohio
$988K +$62.8K +145 +7%
AO
1044
Advisor OS
Illinois
$980K +$188K +435 +26%
WHCI
1045
W.H. Cornerstone Investments
Massachusetts
$970K -$18.6K -43 -2%
LNB
1046
Ledyard National Bank
$970K -$26K -60 -3%
MS
1047
Maven Securities
Jersey
$968K +$902K +2,084 New
BOH
1048
Bank of Hawaii
Hawaii
$963K +$898K +2,074 New
MWM
1049
Mission Wealth Management
California
$963K +$212K +489 +31%
AWM
1050
Avior Wealth Management
Nebraska
$959K +$467K +1,079 +109%
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