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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1751
Accretive Wealth Partners
New Jersey
$682K -$16.6K -50 -2%
WAG
1752
Winthrop Advisory Group
Massachusetts
$682K -$1.33K -4 -0.2%
RFN
1753
RDA Financial Network
Iowa
$682K +$56K +169 +8%
LAI
1754
Legal Advantage Investments
California
$682K +$796K +2,400 New
APA
1755
Astoria Portfolio Advisors
New York
$681K +$59.7K +180 +8%
PTC
1756
Provident Trust Company
Wisconsin
$680K – – –
WMA
1757
Wealth Management Associates
New Jersey
$677K +$155K +467 +24%
SWM
1758
Scissortail Wealth Management
Oklahoma
$672K – – –
DJSG
1759
D.J. St. Germain
Massachusetts
$670K – – –
NP
1760
NorthRock Partners
Minnesota
$668K -$48.7K -147 -6%
WW
1761
Waterfront Wealth
Kansas
$668K – – –
HC
1762
Hamilton Capital
Ohio
$666K -$113K -341 -13%
PWM
1763
Penobscot Wealth Management
Maine
$666K +$41.1K +124 +6%
FANJ
1764
Financial Architects (New Jersey)
New Jersey
$663K +$773K +2,332 New
MCC
1765
Money Concepts Capital
Florida
$662K -$130K -392 -14%
TFS
1766
TrustCore Financial Services
Tennessee
$655K -$27.5K -83 -3%
LCM
1767
Laurion Capital Management
New York
$654K -$1.34M -4,028 -64%
GWA
1768
GGM Wealth Advisors
Maryland
$653K – – –
CCMG
1769
Clark Capital Management Group
Pennsylvania
$651K -$699K -2,108 -48%
EWM
1770
Evermay Wealth Management
Virginia
$651K -$1.33K -4 -0.2%
SW
1771
SteelPeak Wealth
California
$651K +$16.2K +49 +2%
F
1772
F3Logic
Minnesota
$650K -$77.2K -233 -9%
AWCI
1773
Alpine Woods Capital Investors
New York
$649K – – –
CIP
1774
Convergence Investment Partners
Florida
$646K -$23.9K -72 -3%
QC
1775
Quent Capital
New York
$646K +$18.2K +55 +2%
69 70
71
72 73