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Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1601
Parisi Gray Wealth Management
New Jersey
$1.68M +$57.9K +300 +3%
NB
1602
NBT Bank
New York
$1.68M +$115K +594 +6%
WWM
1603
WT Wealth Management
Arizona
$1.67M -$1.16M -6,037 -37%
AF
1604
Arrow Financial
New York
$1.67M -$63.9K -331 -3%
RF
1605
Robbins Farley
New Hampshire
$1.67M +$224K +1,159 +13%
MC
1606
Mount Capital
United Kingdom
$1.67M -$312K -1,616 -14%
HBT
1607
Heartland Bank & Trust
Illinois
$1.67M +$75.6K +392 +4%
PIA
1608
Perennial Investment Advisors
California
$1.65M +$84.3K +437 +4%
TBWA
1609
Three Bridge Wealth Advisors
California
$1.65M – – –
SWM
1610
Sculati Wealth Management
Michigan
$1.65M +$25.7K +133 +1%
RBFC
1611
Roman Butler Fullerton & Co
Missouri
$1.64M +$864K +4,481 +82%
AWM
1612
Aries Wealth Management
Maine
$1.64M +$1.97M +10,192 New
BIA
1613
Benchmark Investment Advisors
Illinois
$1.64M -$50.2K -260 -2%
SWA
1614
SFMG Wealth Advisors
Texas
$1.64M +$118K +613 +6%
TA
1615
Tiedemann Advisors
New York
$1.64M +$243K +1,258 +14%
MF
1616
Manchester Financial
California
$1.64M +$82.2K +426 +4%
GKFF
1617
George Kaiser Family Foundation
Oklahoma
$1.64M +$144K +748 +8%
SCM
1618
SOL Capital Management
Maryland
$1.63M +$1.11M +5,750 +131%
BMC
1619
Beaton Management Company
Massachusetts
$1.63M +$116K +600 +6%
CT
1620
Chicago Trust
Illinois
$1.63M +$718K +3,721 +58%
NP
1621
NorthRock Partners
Minnesota
$1.63M +$78.7K +408 +4%
ACS
1622
Archford Capital Strategies
Illinois
$1.62M +$126K +651 +7%
MFGM
1623
Marshall Financial Group (Maryland)
Maryland
$1.62M +$612K +3,171 +46%
CIA
1624
Capital Impact Advisors
Massachusetts
$1.62M -$6.37K -33 -0.3%
BWM
1625
BerganKDV Wealth Management
Minnesota
$1.62M +$80.6K +418 +4%
63 64
65
66 67