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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1301
Paragon Private Wealth Management
Kentucky
$2.94M +$90.8K +1,031 +3%
CBT
1302
Central Bank & Trust
Kentucky
$2.93M -$51K -579 -2%
HP
1303
Hilltop Partners
Indiana
$2.93M +$62.7K +712 +2%
NW
1304
Naviter Wealth
Arkansas
$2.93M +$72.3K +820 +3%
DWM
1305
Destination Wealth Management
California
$2.92M +$2.47K +28 +0.1%
AWC
1306
Abundance Wealth Counselors
Pennsylvania
$2.92M +$90.1K +1,023 +3%
WP
1307
Westmount Partners
California
$2.92M +$22.8K +259 +0.9%
CFP
1308
Catalyst Financial Partners
Massachusetts
$2.92M +$558K +6,338 +26%
MWM
1309
Maridea Wealth Management
New York
$2.91M +$314K +3,563 +13%
WPA
1310
Wealth Preservation Advisors
Tennessee
$2.91M -$15.6K -177 -0.6%
RA
1311
Rational Advisors
New York
$2.91M +$8.81K +100 +0.3%
CWM
1312
Cordatus Wealth Management
Pennsylvania
$2.9M -$30.8K -349 -1%
RCA
1313
Resonant Capital Advisors
Wisconsin
$2.9M +$725K +8,233 +38%
BTWM
1314
Baker Tilly Wealth Management
Wisconsin
$2.9M -$73.6K -835 -3%
MHC
1315
Meyer Handelman Company
New York
$2.88M -$115K -1,300 -4%
AC
1316
AlphaCore Capital
California
$2.88M -$42.4K -481 -2%
CA
1317
Claro Advisors
Massachusetts
$2.88M +$208K +2,362 +9%
GBT
1318
Grove Bank & Trust
Florida
$2.88M +$387K +4,396 +17%
CPBTD
1319
Central Pacific Bank - Trust Division
Hawaii
$2.87M +$1.04M +11,855 +66%
BIA
1320
Benchmark Investment Advisors
Illinois
$2.87M +$2.63M +29,835 New
PWMAG
1321
Pinnacle Wealth Management Advisory Group
New Jersey
$2.86M -$204K -2,320 -7%
GCA
1322
Gallagher Capital Advisors
Texas
$2.85M +$167K +1,897 +7%
LHC
1323
Little House Capital
Massachusetts
$2.85M -$436K -4,952 -14%
RGF
1324
Retirement Guys Formula
Ohio
$2.85M +$680K +7,712 +35%
PWS
1325
Peloton Wealth Strategists
Indiana
$2.84M +$2.61M +29,570 New
51 52
53
54 55