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Name Holding Trade Value Shares
Change 		Change in
Stake
HH
1176
Hilltop Holdings
Texas
$941K +$1.73K +22 +0.2%
DWM
1177
Drive Wealth Management
Utah
$939K -$168K -2,137 -17%
FNT
1178
First National Trust
Pennsylvania
$938K -$50.5K -644 -6%
LBC
1179
Lowe Brockenbrough & Co
Virginia
$935K +$27.4K +350 +3%
EWM
1180
Elmwood Wealth Management
California
$933K -$2.98K -38 -0.4%
PG
1181
Prostatis Group
Maryland
$933K +$139K +1,771 +20%
SF
1182
Summit Financial
New Jersey
$928K +$46.3K +591 +6%
IAS
1183
Insigneo Advisory Services
Florida
$923K +$105K +1,345 +15%
WT
1184
Washington Trust
Rhode Island
$921K -$8K -102 -1%
NB
1185
Nicolet Bankshares
Wisconsin
$916K -$64K -816 -7%
FLPIM
1186
F.L. Putnam Investment Management
Massachusetts
$911K -$1.18K -15 -0.1%
SWM
1187
Spire Wealth Management
Virginia
$908K -$107K -1,365 -12%
MCC
1188
Money Concepts Capital
Florida
$908K -$80.6K -1,028 -9%
PCS
1189
Personal CFO Solutions
New Jersey
$902K +$203K +2,593 +34%
BTI
1190
Blue Trust Inc
Georgia
$901K +$583K +7,437 +165%
UWS
1191
Unique Wealth Strategies
Illinois
$899K +$712K +9,075 +830%
KFGK
1192
Keystone Financial Group (Kentucky)
Kentucky
$892K +$47.3K +603 +6%
BWM
1193
BigSur Wealth Management
Florida
$892K – – –
MCCP
1194
Mission Creek Capital Partners
California
$891K -$33.1K -422 -4%
PWP
1195
Precedent Wealth Partners
Texas
$888K +$788K +10,046 New
IA
1196
IFP Advisors
Florida
$885K +$11.1K +141 +1%
SACTSONJ
1197
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$884K – – –
MFS
1198
Monetta Financial Services
Illinois
$884K +$784K +10,000 New
NL
1199
Navalign LLC
California
$882K +$11.1K +141 +1%
CFO
1200
Custos Family Office
Texas
$881K +$782K +9,971 New
46 47
48
49 50