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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1026
Waldron Private Wealth
Pennsylvania
$778K +$36.3K +542 +6%
VAM
1027
Verity Asset Management
North Carolina
$776K -$12.3K -184 -2%
IPW
1028
Impact Partnership Wealth
Georgia
$775K +$664K +9,934 New
FFS
1029
Founders Financial Securities
Maryland
$763K +$67.3K +1,006 +11%
EWA
1030
EP Wealth Advisors
California
$757K -$90.1K -1,347 -12%
MOS
1031
MGO One Seven
Ohio
$755K -$65.8K -983 -9%
DC
1032
DeDora Capital
California
$755K -$34.1K -510 -5%
GI
1033
GAMMA Investing
California
$753K +$175K +2,616 +37%
OMC
1034
Old Mission Capital
Illinois
$744K +$638K +9,534 New
JF
1035
Joule Financial
Kentucky
$743K -$37.1K -554 -5%
MWM
1036
Meridian Wealth Management
Kentucky
$741K +$110K +1,652 +21%
RBFC
1037
Roman Butler Fullerton & Co
Missouri
$739K +$2.41K +36 +0.4%
ACIM
1038
Azimuth Capital Investment Management
Michigan
$736K +$45.1K +675 +8%
CCWM
1039
Correct Capital Wealth Management
Missouri
$735K +$83.5K +1,248 +15%
MCA
1040
Martin Capital Advisors
Texas
$735K -$1.27K -19 -0.2%
TCM
1041
Triumph Capital Management
Colorado
$733K -$236K -3,521 -27%
GWSG
1042
GPS Wealth Strategies Group
Colorado
$733K +$19.2K +287 +3%
EWA
1043
EverSource Wealth Advisors
Alabama
$731K +$128K +1,920 +26%
EM
1044
Excalibur Management
Massachusetts
$727K +$24.5K +367 +4%
ODG
1045
O'Dell Group
Ohio
$724K -$108K -1,618 -15%
PCA
1046
Pallas Capital Advisors
Massachusetts
$723K +$594K +8,887 New
PTC
1047
Private Trust Company
Ohio
$723K -$263K -3,930 -30%
V
1048
ViaWealth
Kansas
$720K +$33.2K +496 +6%
CCA
1049
Covey Capital Advisors
Georgia
$717K -$27K -404 -4%
ACA
1050
Aptus Capital Advisors
Alabama
$714K -$49.8K -744 -8%
40 41
42
43 44