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Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
1501
Jackson Thornton Wealth Management
Alabama
$515K +$166K +327 +49%
PCH
1502
PGIM Custom Harvest
New Jersey
$515K +$52.2K +103 +12%
MHR
1503
Matthew Hamilton Rosenberg
$515K – – –
SSW
1504
Smith Shellnut Wilson
Mississippi
$513K – – –
SL
1505
Sentinus LLC
Illinois
$512K +$63.8K +126 +15%
RFP
1506
Root Financial Partners
California
$511K +$108K +213 +28%
BPW
1507
Bingham Private Wealth
California
$510K +$15.2K +30 +3%
SWGC
1508
Summit Wealth Group (Colorado)
Colorado
$510K +$131K +259 +36%
AWM
1509
Aviso Wealth Management
Washington
$510K +$9.62K +19 +2%
BWP
1510
Balboa Wealth Partners
Arizona
$508K +$20.8K +41 +4%
AL
1511
Aspiriant LLC
California
$508K +$237K +467 +91%
FLFS
1512
Family Legacy Financial Solutions
North Carolina
$505K +$190K +375 +63%
BCG
1513
Breakwater Capital Group
New Jersey
$505K +$13.2K +26 +3%
RWM
1514
Rockline Wealth Management
New York
$503K – – –
NDBT
1515
North Dallas Bank & Trust
Texas
$503K +$491K +970 New
NFA
1516
Northern Financial Advisors
Michigan
$492K – – –
CIS
1517
Custom Index Systems
New York
$491K -$22.3K -44 -4%
BAM
1518
Berkshire Asset Management
Pennsylvania
$491K -$14.7K -29 -3%
MIP
1519
Marietta Investment Partners
Wisconsin
$490K – – –
PAG
1520
Private Advisory Group
Washington
$490K +$77K +152 +19%
ECM
1521
Estabrook Capital Management
New York
$485K -$7.09K -14 -1%
RCG
1522
Regatta Capital Group
California
$484K – – –
TCM
1523
Tributary Capital Management
Nebraska
$483K – – –
SPWM
1524
Spartan Planning & Wealth Management
North Carolina
$482K -$51.2K -101 -10%
IFWM
1525
Institute for Wealth Management
Colorado
$479K -$39.5K -78 -8%
59 60
61
62 63