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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1751
44 Wealth Management
Oregon
$1.73M -$162K -307 -8%
MFGM
1752
Marshall Financial Group (Maryland)
Maryland
$1.72M -$40K -76 -2%
USB
1753
Union Savings Bank
Connecticut
$1.72M +$84.3K +160 +5%
SFG
1754
Synergy Financial Group
California
$1.72M +$45.8K +87 +3%
CA
1755
Crewe Advisors
Utah
$1.72M +$24.2K +46 +1%
OA
1756
Oasis Advisors
Iowa
$1.72M +$1.81M +3,440 New
ECA
1757
Elevated Capital Advisors
Utah
$1.72M -$53.7K -102 -3%
FCT
1758
Family Capital Trust
Massachusetts
$1.71M +$8.95K +17 +0.5%
PTP
1759
Platform Technology Partners
New York
$1.7M +$200K +379 +13%
CFA
1760
Cahill Financial Advisors
Minnesota
$1.7M -$1.05K -2 -0.1%
BMWM
1761
Brown Miller Wealth Management
Virginia
$1.7M -$266K -506 -13%
FHC
1762
First Horizon Corporation
Tennessee
$1.7M -$2.63K -5 -0.1%
NWMG
1763
Nicholson Wealth Management Group
South Carolina
$1.69M +$67.4K +128 +4%
VST
1764
Van Strum & Towne
California
$1.69M – – –
TWM
1765
Thrive Wealth Management
Pennsylvania
$1.68M -$44.2K -84 -2%
LAM
1766
Lifestyle Asset Management
Texas
$1.68M +$197K +375 +13%
ISWM
1767
Intesa Sanpaolo Wealth Management
$1.68M -$1.74M -3,303 -50%
FNT
1768
First Nebraska Trust
Nebraska
$1.68M – – –
HNB
1769
Hilltop National Bank
Wyoming
$1.67M -$50.6K -96 -3%
PFA
1770
Professional Financial Advisors
Nebraska
$1.67M +$141K +267 +9%
SWP
1771
Semus Wealth Partners
Florida
$1.67M -$14.2K -27 -0.8%
CL
1772
CVFG LLC
Indiana
$1.67M +$68.5K +130 +4%
RWP
1773
Revolve Wealth Partners
New Jersey
$1.66M -$53.7K -102 -3%
SAW
1774
Signal Advisors Wealth
Michigan
$1.65M -$20.5K -39 -1%
WPW
1775
Waldron Private Wealth
Pennsylvania
$1.65M +$66.4K +126 +4%
69 70
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