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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1726
Prestige Wealth Management Group
New Jersey
$1.8M +$437K +877 +33%
CPL
1727
Capital & Planning LLC
Georgia
$1.79M -$91.2K -183 -5%
WWM
1728
Whalen Wealth Management
Nevada
$1.78M -$361K -725 -17%
MTIC
1729
Missouri Trust & Investment Company
Missouri
$1.78M -$63.3K -127 -4%
WCM
1730
Weaver Capital Management
Georgia
$1.77M – – –
SCM
1731
SCS Capital Management
Massachusetts
$1.77M -$116K -232 -6%
OFG
1732
Oxford Financial Group
Indiana
$1.77M -$311K -624 -15%
4WM
1733
44 Wealth Management
Oregon
$1.77M -$8.97K -18 -0.5%
JAG
1734
Journey Advisory Group
Kentucky
$1.76M +$109K +219 +7%
ARG
1735
Advisory Resource Group
Oklahoma
$1.76M +$182K +365 +12%
PWPS
1736
Pinnacle Wealth Planning Services
Ohio
$1.76M +$79.8K +160 +5%
FCT
1737
Family Capital Trust
Massachusetts
$1.76M – – –
RB
1738
Richmond Brothers
Michigan
$1.75M +$1.7M +3,411 New
SIA
1739
Soltis Investment Advisors
Utah
$1.75M -$169K -338 -9%
CA
1740
CoreCap Advisors
Michigan
$1.75M +$200K +402 +13%
CFA
1741
Cahill Financial Advisors
Minnesota
$1.75M +$499 +1 +0%
USB
1742
Union Savings Bank
Connecticut
$1.75M -$22.4K -45 -1%
SOW
1743
State of Wyoming
Wyoming
$1.74M +$966K +1,938 +133%
AF
1744
Arrow Financial
New York
$1.74M -$65.8K -132 -4%
SFG
1745
Synergy Financial Group
California
$1.74M -$30.9K -62 -2%
AGWCA
1746
Annis Gardner Whiting Capital Advisors
Florida
$1.74M +$41.9K +84 +3%
VST
1747
Van Strum & Towne
California
$1.73M – – –
KIM
1748
Kestra Investment Management
Texas
$1.73M +$563K +1,129 +50%
CA
1749
Continuum Advisory
Idaho
$1.72M -$366K -734 -18%
SAW
1750
Signal Advisors Wealth
Michigan
$1.72M +$21.4K +43 +1%
68 69
70
71 72