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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1551
Mather Group
Illinois
$1.33M -$1.2M -63,370 -42%
OC
1552
Oakworth Capital
Alabama
$1.32M -$105K -5,540 -6%
IWS
1553
Insight Wealth Strategies
California
$1.32M -$77.9K -4,130 -5%
SW
1554
SlateStone Wealth
Florida
$1.32M +$344K +18,230 +26%
HJMC
1555
Hellman Jordan Management Company
Massachusetts
$1.32M +$419K +22,190 +34%
CAL
1556
Capital Analysts LLC
Pennsylvania
$1.32M +$160K +8,480 +11%
WAM
1557
WealthTrust Asset Management
Florida
$1.32M -$1.59M -84,200 -49%
TA
1558
Tiedemann Advisors
New York
$1.32M -$327K -17,350 -17%
AWC
1559
Abundance Wealth Counselors
Pennsylvania
$1.32M +$172K +9,130 +12%
HCM
1560
Howland Capital Management
Massachusetts
$1.32M -$137K -7,270 -8%
CA
1561
Clearstead Advisors
Ohio
$1.31M +$221K +11,710 +16%
HG
1562
Herbst Group
Connecticut
$1.31M +$210K +11,100 +14%
AWE
1563
Avidian Wealth Enterprises
Texas
$1.3M -$1.35M -71,710 -45%
BCAM
1564
Boston Common Asset Management
Massachusetts
$1.3M +$144K +7,630 +10%
DWA
1565
Douglass Winthrop Advisors
New York
$1.3M +$194K +10,290 +14%
MWA
1566
Moser Wealth Advisors
Washington
$1.3M – – –
GWM
1567
GSB Wealth Management
Connecticut
$1.3M +$154K +8,170 +11%
FPAS
1568
Focus Partners Advisor Solutions
Missouri
$1.3M +$472K +25,010 +41%
AFA
1569
Abacus FCF Advisors
Florida
$1.29M -$65.7K -3,480 -4%
PAM
1570
Pegasus Asset Management
New York
$1.29M -$39.1K -2,070 -2%
EWM
1571
Endurance Wealth Management
Rhode Island
$1.29M +$37.7K +2,000 +2%
CFS
1572
CRA Financial Services
New Jersey
$1.29M +$207K +10,960 +15%
HCM
1573
Highview Capital Management
Illinois
$1.28M -$50K -2,650 -3%
CCG
1574
Coastwise Capital Group
California
$1.28M +$857K +45,400 +117%
WF
1575
Wayfinding Financial
Washington
$1.27M +$22.3K +1,180 +1%
61 62
63
64 65