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Name Holding Trade Value Shares
Change 		Change in
Stake
RB
1826
Renasant Bank
Mississippi
$656K -$571K -1,657 -44%
WW
1827
Waterfront Wealth
Kansas
$656K – – –
SRC
1828
Shufro Rose & Co
New York
$656K +$413K +1,200 +137%
WKWM
1829
Walter & Keenan Wealth Management
Indiana
$654K – – –
SAM
1830
Synergy Asset Management
Washington
$651K -$50.6K -147 -7%
CWM
1831
Cahill Wealth Management
Michigan
$650K – – –
FW
1832
FirstPurpose Wealth
Utah
$647K +$58.9K +171 +9%
SWA
1833
Sutton Wealth Advisors
Florida
$641K +$40.3K +117 +6%
BWP
1834
Baldwin Wealth Partners
Massachusetts
$640K -$5.86K -17 -0.8%
FMB
1835
Field & Main Bank
Kentucky
$640K +$18.9K +55 +3%
AWM
1836
Aberdeen Wealth Management
Illinois
$639K -$344 -1 -0%
NRW
1837
Nova R Wealth
Kansas
$638K +$2.07K +6 +0.3%
BIA
1838
Bigelow Investment Advisors
Maine
$637K -$25.8K -75 -4%
WAM
1839
Werlinich Asset Management
Connecticut
$637K -$44.8K -130 -6%
HIP
1840
HUB Investment Partners
Texas
$635K -$125K -363 -15%
FLI
1841
Family Legacy Inc
South Carolina
$634K +$13.8K +40 +2%
TFP
1842
Tilia Fiduciary Partners
North Carolina
$634K +$21.4K +62 +3%
CSPIA
1843
Cary Street Partners Investment Advisory
Virginia
$634K +$428K +1,244 +163%
CWP
1844
Concord Wealth Partners
Virginia
$633K +$105K +305 +18%
FMN
1845
Financial Management Network
California
$632K – – –
VST
1846
Van Strum & Towne
California
$631K – – –
MAM
1847
Morse Asset Management
Connecticut
$631K +$53.4K +155 +8%
EL
1848
ERN LLC
Delaware
$631K +$689K +2,000 New
HWM
1849
Howard Wealth Management
Connecticut
$629K – – –
AWAP
1850
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$628K -$173K -503 -20%
72 73
74
75 76