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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1101
RWA Wealth Partners
Massachusetts
$4.31M +$165K +1,876 +4%
RS
1102
Rakuten Securities
Japan
$4.29M +$72.3K +821 +2%
IFWM
1103
Institute for Wealth Management
Colorado
$4.28M +$274K +3,110 +8%
AWM
1104
Avior Wealth Management
Nebraska
$4.27M -$125K -1,415 -3%
GWMIA
1105
Global Wealth Management Investment Advisory
Florida
$4.25M +$187K +2,118 +5%
CCA
1106
Corps Capital Advisors
Texas
$4.24M +$1.11M +12,557 +40%
CWM
1107
Cornerstone Wealth Management
Missouri
$4.22M +$324K +3,674 +9%
TCWA
1108
Turtle Creek Wealth Advisors
Texas
$4.21M +$1.02M +11,562 +36%
LPT
1109
Legacy Private Trust
Wisconsin
$4.21M +$743K +8,435 +24%
JSL
1110
JT Stratford LLC
Georgia
$4.2M +$142K +1,615 +4%
BLC
1111
Brown, Lisle/Cummings
Rhode Island
$4.2M +$148K +1,685 +4%
NB
1112
NBT Bank
New York
$4.2M +$139K +1,582 +4%
SG
1113
StoneX Group
New York
$4.19M +$482K +5,475 +14%
SLI
1114
Sumitomo Life Insurance
Japan
$4.18M +$84.1K +954 +2%
GCC
1115
Guardian Capital (Canada)
Ontario, Canada
$4.18M +$2.82M +32,032 +280%
CA
1116
Crewe Advisors
Utah
$4.18M +$47.5K +539 +1%
SICM
1117
Sustainable Insight Capital Management
New York
$4.16M +$455K +5,160 +14%
MPWT
1118
MassMutual Private Wealth & Trust
Connecticut
$4.15M +$1.47M +16,730 +63%
CFSG
1119
Community Financial Services Group
Vermont
$4.12M +$94.3K +1,070 +3%
MVA
1120
Mount Vernon Associates
Maryland
$4.12M +$3.15M +35,800 +511%
RFMS
1121
RWQ Financial Management Services
Florida
$4.11M +$3.77M +42,735 New
MYLI
1122
Meiji Yasuda Life Insurance
Japan
$4.1M +$67.8K +770 +2%
HVIA
1123
Hudson Valley Investment Advisors
New York
$4.1M -$281K -3,184 -7%
SQA
1124
Simon Quick Advisors
New Jersey
$4.09M -$194K -2,205 -5%
EBWM
1125
Eagle Bluffs Wealth Management
Missouri
$4.09M +$101K +1,151 +3%
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