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Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
1401
Little House Capital
Massachusetts
$3.43M +$33.9K +68 +1%
CWS
1402
Confluence Wealth Services
Pennsylvania
$3.43M +$1.01M +2,025 +43%
EFM
1403
Eley Financial Management
Vermont
$3.43M +$514K +1,031 +18%
CWG
1404
Cornerstone Wealth Group
North Carolina
$3.43M +$121K +243 +4%
CWM
1405
Calamos Wealth Management
Illinois
$3.41M -$198K -398 -6%
HIC
1406
Holderness Investments Company
North Carolina
$3.41M – – –
IWA
1407
Inspirion Wealth Advisors
Illinois
$3.38M -$301K -604 -9%
FMI
1408
Frec Markets Inc
California
$3.38M +$631K +1,265 +24%
CCWM
1409
Correct Capital Wealth Management
Missouri
$3.38M +$606K +1,216 +23%
SG
1410
StoneX Group
New York
$3.37M +$1.16M +2,321 +54%
AWM
1411
Aviso Wealth Management
Washington
$3.37M +$37.9K +76 +1%
TP
1412
Tranquility Partners
Tennessee
$3.37M -$268K -537 -8%
GTAM
1413
Global Trust Asset Management
Florida
$3.36M -$904K -1,813 -22%
DWAM
1414
Duncan Williams Asset Management
Tennessee
$3.35M +$92.2K +185 +3%
RBC
1415
Roble Belko & Company
Pennsylvania
$3.35M – – –
CI
1416
Ceera Investments
Texas
$3.35M – – –
MPPLM
1417
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.35M +$33.4K +67 +1%
HP
1418
Havemeyer Place
Connecticut
$3.35M +$3.25M +6,517 New
NB
1419
NBT Bank
New York
$3.34M +$113K +226 +4%
CFS
1420
CRA Financial Services
New Jersey
$3.33M -$74.3K -149 -2%
MWM
1421
Marion Wealth Management
Pennsylvania
$3.33M +$177K +355 +6%
HH
1422
Hilltop Holdings
Texas
$3.31M +$134K +268 +4%
TWM
1423
TRB Wealth Management
Texas
$3.3M – – –
OSNBOA
1424
Old Second National Bank of Aurora
Illinois
$3.29M +$66.3K +133 +2%
GLR
1425
Great Lakes Retirement
Ohio
$3.29M +$42.9K +86 +1%
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