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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
3826
Ipswich Investment Management
Massachusetts
$728K – – –
PWA
3827
Provenance Wealth Advisors
Florida
$728K +$33.5K +45 +5%
FCM
3828
Fire Capital Management
California
$726K -$149K -200 -17%
VAMG
3829
Voisard Asset Management Group
Michigan
$726K +$26.8K +36 +4%
FCM
3830
Family Capital Management
Michigan
$726K +$224K +301 +44%
CW
3831
Curio Wealth
Maryland
$724K +$22.3K +30 +3%
CTC
3832
Cetera Trust Company
Minnesota
$722K – – –
VI
3833
VanderPol Investments
Michigan
$721K +$18.6K +25 +3%
JA
3834
JVL Associates
Michigan
$720K +$5.95K +8 +0.8%
AWMNY
3835
Arcadia Wealth Management (New York)
New York
$720K -$11.2K -15 -2%
DO
3836
denkapparat Operations
Germany
$720K – – –
HWA
3837
Heartwood Wealth Advisors
Virginia
$719K – – –
PRP
3838
Peak Retirement Planning
Ohio
$719K +$322K +432 +79%
IA
3839
Inspire Advisors
Idaho
$717K -$17.1K -23 -2%
FGWP
3840
Founders Grove Wealth Partners
Virginia
$717K +$351K +471 +93%
LAM
3841
Lountzis Asset Management
Pennsylvania
$716K -$5.21K -7 -0.7%
EC
3842
Eaton-Cambridge
Arizona
$716K +$8.19K +11 +1%
TPW
3843
Tiller Private Wealth
Pennsylvania
$715K -$44.7K -60 -6%
CPC
3844
CFC Planning Company
Indiana
$714K -$61.8K -83 -8%
TCM
3845
TD Capital Management
Tennessee
$714K +$4.47K +6 +0.6%
MSWA
3846
Marshall & Sterling Wealth Advisors
New York
$714K +$527K +708 +250%
BTC
3847
Bank & Trust Company
Illinois
$713K – – –
HKIM
3848
Hayek Kallen Investment Management
Alabama
$713K – – –
LCS
3849
Levin Capital Strategies
New York
$713K -$140K -188 -16%
PWMA
3850
Pension & Wealth Management Advisors
Massachusetts
$712K +$118K +159 +20%
152 153
154
155 156