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Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
2526
Montz Harcus Wealth Management
Louisiana
$2.58M -$83.2K -136 -3%
NF
2527
Nvest Financial
New Hampshire
$2.57M +$213K +348 +8%
PWMG
2528
Prestige Wealth Management Group
New Jersey
$2.57M +$508K +831 +22%
ACM
2529
Allred Capital Management
Texas
$2.57M -$15.3K -25 -0.5%
EWM
2530
EPG Wealth Management
Georgia
$2.57M +$66K +108 +2%
AF
2531
Affiance Financial
Minnesota
$2.57M +$1.22K +2 +0%
FBFS
2532
First Business Financial Services
Wisconsin
$2.56M +$142K +232 +5%
KAS
2533
KPP Advisory Services
Kentucky
$2.56M -$242K -396 -8%
FCT
2534
Family Capital Trust
Massachusetts
$2.56M – – –
AFC
2535
AFT Forsyth & Company
Florida
$2.56M -$6.12K -10 -0.2%
KCP
2536
Kera Capital Partners
California
$2.56M +$570K +932 +26%
PC
2537
Permanens Capital
New York
$2.55M +$411K +672 +17%
FFA
2538
Founders Financial Alliance
North Carolina
$2.54M +$272K +445 +11%
WAM
2539
WealthTrust Asset Management
Florida
$2.54M +$28.1K +46 +1%
MTIC
2540
Missouri Trust & Investment Company
Missouri
$2.54M +$102K +167 +4%
IC
2541
Inkwell Capital
Florida
$2.54M -$1.22K -2 -0%
CI
2542
Cherokee Insurance
Michigan
$2.53M – – –
CCS
2543
Concentric Capital Strategies
Connecticut
$2.53M -$5.57M -9,113 -67%
BA
2544
Bellwether Advisors
Nebraska
$2.53M +$2.33M +3,814 +564%
BONH
2545
Bank of New Hampshire
New Hampshire
$2.53M -$21.4K -35 -0.8%
EA
2546
Emerald Advisers
Pennsylvania
$2.52M +$16.5K +27 +0.6%
NFG
2547
Nadler Financial Group
Illinois
$2.52M -$30.6K -50 -1%
NDBT
2548
North Dallas Bank & Trust
Texas
$2.52M +$93.6K +153 +4%
CWA
2549
CM Wealth Advisors
Ohio
$2.52M +$604K +988 +28%
ALA
2550
Atlas Legacy Advisors
California
$2.52M +$796K +1,302 +42%
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