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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1051
Simon Quick Advisors
New Jersey
$1.52M +$362K +714 +32%
TPI
1052
Trust Point Inc
Wisconsin
$1.51M +$23.8K +47 +2%
BWG
1053
Boomfish Wealth Group
Georgia
$1.51M +$36K +71 +3%
GC
1054
Grimes & Company
Massachusetts
$1.5M +$901K +1,779 +160%
FGA
1055
Fortis Group Advisors
New Jersey
$1.5M +$1.52K +3 +0.1%
FMI
1056
F/M Investments
District of Columbia
$1.49M -$6.58K -13 -0.4%
PWPS
1057
Pinnacle Wealth Planning Services
Ohio
$1.49M -$9.12K -18 -0.6%
WSC
1058
Wellington Shields & Co
New York
$1.48M +$126K +248 +9%
EAN
1059
Excelsior Advisor Network
Colorado
$1.48M +$1.45M +2,860 New
AF
1060
Alerus Financial
North Dakota
$1.48M -$233K -460 -14%
CWA
1061
Consilium Wealth Advisory
Texas
$1.48M -$22.3K -44 -2%
ZF
1062
Zhang Financial
Michigan
$1.47M -$190K -376 -12%
SIA
1063
Strategic Investment Advisors
Michigan
$1.46M -$89.1K -176 -6%
BCFD
1064
Boit C.F. David
$1.45M – – –
BWM
1065
Buckley Wealth Management
Nevada
$1.45M +$69.4K +137 +5%
NL
1066
Navalign LLC
California
$1.45M -$2.03K -4 -0.1%
PPWP
1067
Premier Path Wealth Partners
New Jersey
$1.44M +$29.4K +58 +2%
FFG
1068
Forum Finance Group
$1.44M +$20.3K +40 +1%
HW
1069
Hancock Whitney
Mississippi
$1.44M -$41K -81 -3%
BWM
1070
Bluebird Wealth Management
Massachusetts
$1.43M -$107K -212 -7%
BWIA
1071
Bryant Woods Investment Advisors
New York
$1.42M +$3.04K +6 +0.2%
CA
1072
Callahan Advisors
Texas
$1.42M +$363K +716 +36%
LWA
1073
Lineweaver Wealth Advisors
Ohio
$1.41M +$165K +326 +14%
WCM
1074
Weaver Capital Management
Georgia
$1.41M – – –
ZIC
1075
ZWJ Investment Counsel
Georgia
$1.41M +$815K +1,610 +145%
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