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Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
1776
Genesis Financial Group
New Jersey
$6.31M -$133K -218 -2%
PTC
1777
Private Trust Company
Ohio
$6.31M +$353K +578 +5%
BWM
1778
BNC Wealth Management
Oregon
$6.3M +$56.3K +92 +0.8%
AFT
1779
Alpha Family Trust
California
$6.29M – – –
SAM
1780
Sompo Asset Management
Japan
$6.29M -$120K -197 -2%
TWP
1781
Triad Wealth Partners
Kansas
$6.28M +$405K +662 +7%
AMCA
1782
Arthur M. Cohen & Associates
Illinois
$6.27M +$15.3K +25 +0.2%
GBT
1783
Grove Bank & Trust
Florida
$6.26M +$99.7K +163 +1%
MWA
1784
MFA Wealth Advisors
Pennsylvania
$6.26M +$6.42M +10,507 +1,748%
LFA
1785
Legacy Financial Advisors
Kentucky
$6.25M -$242K -395 -3%
XSC
1786
X-Square Capital
Puerto Rico
$6.25M -$2.14M -3,494 -24%
MAWA
1787
Moss Adams Wealth Advisors
Washington
$6.25M -$154K -252 -2%
SCI
1788
Stableford Capital II
Arizona
$6.24M +$731K +1,195 +12%
MWA
1789
Monograph Wealth Advisors
California
$6.24M +$75.2K +123 +1%
AWA
1790
Acumen Wealth Advisors
Tennessee
$6.24M -$3.61M -5,907 -35%
WAM
1791
Weatherly Asset Management
California
$6.22M +$171K +280 +3%
TAM
1792
Titleist Asset Management
Texas
$6.22M +$221K +362 +3%
FBT
1793
First Bank & Trust
South Dakota
$6.21M -$1.22K -2 -0%
WE
1794
Wealth Effects
Massachusetts
$6.21M -$86.8K -142 -1%
CRI
1795
Colonial River Investments
Virginia
$6.21M +$42.2K +69 +0.6%
MPPHD
1796
Maloon Powers Pitre Higgins & Dennehy
California
$6.19M +$6.72M +10,994 New
PPWM
1797
Paragon Private Wealth Management
Kentucky
$6.19M -$282K -461 -4%
NFG
1798
Northbridge Financial Group
Florida
$6.19M +$909K +1,487 +16%
AWM
1799
Aries Wealth Management
Maine
$6.17M -$6.12K -10 -0.1%
PCTC
1800
Perkins Coie Trust Company
Washington
$6.17M -$611 -1 -0%
70 71
72
73 74