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Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
1501
Mitchell McLeod Pugh & Williams
Alabama
$2.25M +$153K +1,250 +7%
MTWM
1502
Masso Torrence Wealth Management
New Jersey
$2.25M -$45.2K -370 -2%
TW
1503
TritonPoint Wealth
Maryland
$2.25M -$23.2K -190 -1%
EFS
1504
Essex Financial Services
Connecticut
$2.25M -$386K -3,160 -14%
CCA
1505
Childress Capital Advisors
Texas
$2.24M +$109K +890 +5%
GM
1506
GeoWealth Management
Illinois
$2.24M -$708K -5,800 -24%
NL
1507
Navalign LLC
California
$2.23M -$12.2K -100 -0.5%
TWM
1508
Tradition Wealth Management
Minnesota
$2.23M +$131K +1,070 +6%
AB
1509
Atlas Brown
Kentucky
$2.22M +$4.88K +40 +0.2%
PEA
1510
Park Edge Advisors
Ohio
$2.21M -$188K -1,540 -8%
IBOK
1511
Independence Bank of Kentucky
Kentucky
$2.21M +$416K +3,410 +23%
CPCM
1512
Cardinal Point Capital Management
Ontario, Canada
$2.2M -$3.66K -30 -0.2%
SCM
1513
SCS Capital Management
Massachusetts
$2.2M -$269K -2,200 -11%
OCM
1514
Orser Capital Management
Texas
$2.2M +$2.24M +18,350 New
HVP
1515
Hudson Value Partners
Florida
$2.2M -$14.6K -120 -0.7%
HCM
1516
Highview Capital Management
Illinois
$2.19M -$334K -2,740 -13%
GF
1517
Gries Financial
Ohio
$2.18M +$143K +1,170 +7%
WIM
1518
WealthPlan Investment Management
Nebraska
$2.18M -$34.2K -280 -2%
CBA
1519
Coastal Bridge Advisors
Connecticut
$2.18M -$25.6K -210 -1%
MWM
1520
Modern Wealth Management
Kansas
$2.17M +$226K +1,850 +11%
KFA
1521
Krane Funds Advisors
New York
$2.17M +$2.21M +18,120 New
DG
1522
DMC Group
Alabama
$2.16M +$53.7K +440 +3%
RS
1523
R Squared
Hong Kong
$2.15M +$2.19M +17,960 New
CWP
1524
Cyndeo Wealth Partners
Florida
$2.15M +$13.4K +110 +0.6%
VCP
1525
Verus Capital Partners
Arizona
$2.15M -$178K -1,460 -8%
59 60
61
62 63