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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2576
Personal Wealth Partners
Minnesota
$99K – – –
MSFP
2577
Mark Sheptoff Financial Planning
Connecticut
$98K – – –
KFS
2578
Kelly Financial Services
Massachusetts
$96.7K – – –
IWP
2579
IAG Wealth Partners
Wisconsin
$95K +$88.9K +459 New
FL
2580
Fort LP
Maryland
$95K +$89.3K +461 New
TC
2581
Trust Company
Kansas
$94K – – –
WCM
2582
Wealthcare Capital Management
Virginia
$90K +$35.3K +182 +71%
MIHAS
2583
Maj Invest Holding A/S
Denmark
$88K – – –
ONST
2584
Old North State Trust
North Carolina
$88K – – –
VEA
2585
Virtus ETF Advisers
New York
$83K +$78.3K +404 New
ETI
2586
Enterprise Trust & Investment
California
$82K -$17.4K -90 -18%
HI
2587
Human Investing
Oregon
$81K – – –
1IA
2588
1834 Investment Advisors
Wisconsin
$80K -$208K -1,075 -73%
IWA
2589
Intercontinental Wealth Advisors
Texas
$79K -$73.2K -378 -50%
NSB
2590
Norway Savings Bank
Maine
$79K – – –
SIA
2591
SeaBridge Investment Advisors
New Jersey
$74K – – –
CB
2592
Community Bank
New York
$73K – – –
MFT
2593
Moisand Fitzgerald Tamayo
Florida
$72K -$9.69K -50 -13%
HWM
2594
HighMark Wealth Management
Minnesota
$68K +$64.5K +333 New
ICM
2595
Islay Capital Management
Texas
$67K +$62.9K +325 New
LWA
2596
Lowe Wealth Advisors
Maryland
$65K +$581 +3 +1%
TFA
2597
Tobias Financial Advisors
Florida
$64K +$60.4K +312 New
CFG
2598
Capstone Financial Group
Oklahoma
$64K +$60.6K +313 New
YRHAM
2599
Yong Rong (HK) Asset Management
Hong Kong
$64K +$562K +2,901 New
LAS
2600
Lloyd Advisory Services
Georgia
$63K +$59.1K +305 New
102 103
104
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