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Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1026
Signature Equity Partners
Ohio
$103K +$1.75K +8 +2%
FDW
1027
Fourth Dimension Wealth
Ohio
$101K – – –
HIC
1028
Hamrick Investment Counsel
Washington
$96.9K – – –
VSQM
1029
V-Square Quantitative Management
Illinois
$96.6K -$18.4K -84 -18%
OCWP
1030
Owl Creek Wealth Partners
Colorado
$89.5K – – –
GPFA
1031
Game Plan Financial Advisors
Ohio
$85.8K – – –
CA
1032
CoreCap Advisors
Michigan
$82.4K -$438 -2 -0.6%
RF
1033
Rossby Financial
Florida
$81.9K -$21.4K -98 -23%
CCWM
1034
Cassaday & Co Wealth Management
Virginia
$80K +$14.7K +67 +26%
IA
1035
IFG Advisory
Georgia
$78K +$69.6K +318 New
KFAS
1036
Keating Financial Advisory Services
Kansas
$76K +$5.47K +25 +9%
HWP
1037
Highline Wealth Partners
California
$75.8K – – –
SA
1038
Strategic Advocates
Utah
$75.3K +$8.31K +38 +14%
PPC
1039
Park Place Capital
Alabama
$75.1K -$5.91K -27 -8%
MPWT
1040
MassMutual Private Wealth & Trust
Connecticut
$73.6K -$3.72K -17 -5%
MG
1041
Mather Group
Illinois
$72.5K -$50.3K -230 -44%
CFB
1042
Cullen/Frost Bankers
Texas
$71.4K +$6.78K +31 +12%
RG
1043
RHL Group
Michigan
$68.4K +$61K +279 New
CPG
1044
Cornerstone Planning Group
New Jersey
$68.1K -$4.16K -19 -7%
NS
1045
NBC Securities
Alabama
$66.5K -$656 -3 -1%
RWPA
1046
Richard W. Paul & Associates
Michigan
$65.2K – – –
CSC
1047
Caldwell Sutter Capital
California
$65K +$58K +265 New
AP
1048
Aspect Partners
Virginia
$64K +$656 +3 +1%
HCM
1049
Hollencrest Capital Management
California
$62.1K -$23K -105 -29%
NWMP
1050
Noble Wealth Management PBC
Colorado
$61.3K -$17.5K -80 -24%
40 41
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