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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
976
Tower Wealth Partners
Pennsylvania
$526K +$3.07K +30 +0.6%
HW
977
Hancock Whitney
Mississippi
$522K +$38.5K +376 +8%
CAAS
978
Capital Asset Advisory Services
Michigan
$521K +$88.5K +865 +21%
T
979
Transce3nd
Texas
$516K +$526K +5,138 New
CIG
980
Cascade Investment Group
Colorado
$511K -$17K -166 -3%
P
981
Pitcairn
Pennsylvania
$511K -$121K -1,179 -19%
BP
982
Ballentine Partners
Massachusetts
$511K +$39.2K +383 +8%
TWP
983
Tyche Wealth Partners
Texas
$511K +$123K +1,200 +31%
MWA
984
Martel Wealth Advisors
Washington
$510K +$519K +5,078 New
SWP
985
Sagespring Wealth Partners
Tennessee
$509K +$518K +5,068 New
KA
986
KDT Advisors
New York
$506K +$516K +5,040 New
PFBT
987
Parkside Financial Bank & Trust
Missouri
$505K -$14.1K -138 -3%
PGF
988
Plan Group Financial
Oklahoma
$504K +$102 +1 +0%
SPL
989
Smart Portfolios LLC
Washington
$503K -$21K -205 -4%
NC
990
NBW Capital
Massachusetts
$503K +$126K +1,230 +33%
BFM
991
Boston Financial Management
Massachusetts
$503K – – –
HIM
992
Hanlon Investment Management
New Jersey
$502K +$52.9K +517 +12%
GIM
993
Grassi Investment Management
California
$502K – – –
PL
994
Perpetual Ltd
Australia
$502K – – –
SCM
995
Spring Capital Management
Texas
$502K +$511K +5,000 New
B
996
Bensler
Washington
$493K +$14.7K +144 +3%
FWM
997
Fairhaven Wealth Management
Illinois
$493K +$2.46K +24 +0.5%
CFG
998
Certior Financial Group
Pennsylvania
$493K +$502K +4,910 New
AA
999
Advisory Alpha
Michigan
$492K +$27.2K +266 +6%
LA
1000
Lifeworks Advisors
Michigan
$489K +$102K +1,002 +26%
38 39
40
41 42