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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1751
Semus Wealth Partners
Florida
$949K +$57.8K +154 +7%
EWM
1752
EPG Wealth Management
Georgia
$947K +$97.6K +260 +12%
TFM
1753
TFC Financial Management
Massachusetts
$945K +$2.63K +7 +0.3%
LAI
1754
Legal Advantage Investments
California
$944K – – –
SOAMC
1755
Spirit of America Management Corp
New York
$944K – – –
CPA
1756
Capital Planning Advisors
California
$942K +$242K +646 +37%
WAG
1757
Winthrop Advisory Group
Massachusetts
$940K +$60K +160 +7%
9WM
1758
9258 Wealth Management
Ohio
$939K -$11.6K -31 -1%
RSA
1759
River Street Advisors
Illinois
$939K -$7.13K -19 -0.8%
PTC
1760
Provident Trust Company
Wisconsin
$936K -$3.75K -10 -0.4%
OLVIG
1761
Oliver Lagore Vanvalin Investment Group
Michigan
$936K +$30.8K +82 +4%
JHCP
1762
Jackson Hole Capital Partners
Oklahoma
$936K – – –
PA
1763
Paragon Advisors
Texas
$934K -$445K -1,186 -33%
AP
1764
Arlington Partners
Alabama
$934K +$635K +1,692 +248%
CWP
1765
Concord Wealth Partners
Virginia
$931K +$230K +612 +35%
FWTB
1766
First Western Trust Bank
Colorado
$929K +$18K +48 +2%
ZIG
1767
Zuckerman Investment Group
Illinois
$927K +$220K +587 +33%
WCM
1768
Wallace Capital Management
Texas
$924K +$469K +1,250 +114%
RB
1769
Renasant Bank
Mississippi
$923K +$505K +1,345 +134%
FANJ
1770
Financial Architects (New Jersey)
New Jersey
$918K +$53.7K +143 +7%
GDP
1771
Great Diamond Partners
Maine
$915K +$23.3K +62 +3%
BWM
1772
BerganKDV Wealth Management
Minnesota
$912K -$30K -80 -3%
PWMG
1773
Prestige Wealth Management Group
New Jersey
$912K +$25.5K +68 +3%
EAM
1774
Evanson Asset Management
California
$908K – – –
LC
1775
Lavaca Capital
Texas
$907K -$27.4K -73 -3%
69 70
71
72 73