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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
976
Tower Wealth Partners
Pennsylvania
$440K -$2.92K -35 -0.6%
HDIM
977
Hanson & Doremus Investment Management
Vermont
$439K -$2.92K -35 -0.6%
WAM
978
Walker Asset Management
Missouri
$430K +$4K +48 +0.9%
RI
979
Rinkey Investments
California
$429K -$30.8K -370 -7%
EC
980
Enhancing Capital
Pennsylvania
$428K – – –
SPL
981
Smart Portfolios LLC
Washington
$421K +$13.8K +165 +3%
BP
982
Ballentine Partners
Massachusetts
$419K -$1.33K -16 -0.3%
KP
983
Keel Point
Alabama
$417K -$8.5K -102 -2%
WMA
984
Wealth Management Associates
New Jersey
$415K +$2.08K +25 +0.5%
MWA
985
Martel Wealth Advisors
Washington
$415K – – –
B
986
Bensler
Washington
$413K +$4.67K +56 +1%
BWM
987
BankPlus Wealth Management
Mississippi
$412K +$13.7K +164 +3%
TIM
988
Thompson Investment Management
Wisconsin
$411K +$21.2K +254 +5%
DWP
989
Daymark Wealth Partners
Ohio
$410K -$25.3K -304 -6%
IA
990
Inspire Advisors
Idaho
$409K -$1.96M -23,553 -82%
WTG
991
West Tower Group
Virginia
$408K +$417K +5,000 New
GIM
992
Grassi Investment Management
California
$408K – – –
MPWT
993
MassMutual Private Wealth & Trust
Connecticut
$406K +$19.8K +238 +5%
MIM
994
Marco Investment Management
Georgia
$406K +$22.3K +267 +6%
CFG
995
Certior Financial Group
Pennsylvania
$405K +$917 +11 +0.2%
ACA
996
Aptus Capital Advisors
Alabama
$405K -$278K -3,335 -40%
SWM
997
Sentinel Wealth Management
Virginia
$404K +$413K +4,952 New
FNBT
998
FineMark National Bank & Trust
Florida
$404K -$5.42K -65 -1%
BIM
999
Bridges Investment Management
Nebraska
$401K +$1.58K +19 +0.4%
1W
1000
1776 Wealth
Georgia
$396K +$404K +4,850 New
38 39
40
41 42