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Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
2126
Global Assets Advisory
Florida
$5.02M +$1.5M +2,012 +42%
GSWM
2127
Greenup Street Wealth Management
Michigan
$5.01M -$3.02M -4,058 -37%
BCM
2128
Brasada Capital Management
Texas
$5.01M -$396K -532 -7%
PT
2129
Plimoth Trust
Massachusetts
$5M +$281K +378 +6%
BHWM
2130
Bar Harbor Wealth Management
New Hampshire
$4.99M +$119K +160 +2%
FMB
2131
Field & Main Bank
Kentucky
$4.98M -$82.6K -111 -2%
RPCONE
2132
Retirement Planning Company of New England
Rhode Island
$4.98M +$14.1K +19 +0.3%
AO
2133
Allen Operations
New York
$4.98M – – –
JA
2134
JLB & Associates
Michigan
$4.97M +$1.49M +2,007 +42%
AIM
2135
Archer Investment Management
Texas
$4.97M +$5.04M +6,771 New
MWM
2136
Marion Wealth Management
Pennsylvania
$4.97M -$38K -51 -0.7%
ACA
2137
Affinity Capital Advisors
California
$4.97M -$293K -394 -5%
CNBTD
2138
Citizens National Bank Trust Department
Mississippi
$4.96M +$527K +708 +12%
GCA
2139
Gradient Capital Advisors
California
$4.95M +$374K +502 +8%
CCWM
2140
Cassaday & Co Wealth Management
Virginia
$4.95M +$29.8K +40 +0.6%
NB
2141
Nicolet Bankshares
Wisconsin
$4.95M +$293K +394 +6%
DW30
2142
Drucker Wealth 3.0
New Jersey
$4.93M -$319K -428 -6%
PW
2143
Potentia Wealth
California
$4.92M +$193K +259 +4%
ITFISA
2144
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.91M -$237K -319 -5%
OWMIAS
2145
One Wealth Management Investment & Advisory Services
Florida
$4.91M +$50.6K +68 +1%
EWA
2146
Evolution Wealth Advisors
Florida
$4.91M -$371K -499 -7%
ML
2147
McAdam LLC
Pennsylvania
$4.9M +$255K +342 +5%
SW
2148
Solidarity Wealth
Utah
$4.89M +$4.41M +5,928 +814%
GWSG
2149
GPS Wealth Strategies Group
Colorado
$4.88M +$191K +256 +4%
KWM
2150
Keebeck Wealth Management
Illinois
$4.88M +$211K +283 +4%
84 85
86
87 88