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Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
1101
First County Bank
Connecticut
$620K +$66.2K +990 +14%
SI
1102
Seeds Investor
New York
$620K -$81.7K -1,221 -13%
JIC
1103
Joel Isaacson & Co
New York
$616K +$100K +1,500 +23%
BWP
1104
Baldwin Wealth Partners
Massachusetts
$616K -$38.9K -581 -7%
IA
1105
IFP Advisors
Florida
$613K -$167K -2,503 -24%
CWM
1106
Cornerstone Wealth Management
Missouri
$612K -$5.02K -75 -0.9%
MIM
1107
MTM Investment Management
South Carolina
$611K +$7.16K +107 +1%
SAM
1108
Smartleaf Asset Management
Massachusetts
$606K +$149K +2,231 +40%
FFB
1109
First Financial Bankshares
Texas
$605K -$16.3K -244 -3%
TAM
1110
Titleist Asset Management
Texas
$605K -$6.42K -96 -1%
SCM
1111
Schnieders Capital Management
California
$602K -$147K -2,200 -22%
BWG
1112
Beta Wealth Group
California
$601K +$20.1K +300 +4%
PIA
1113
Perennial Investment Advisors
California
$601K +$803 +12 +0.2%
OAM
1114
Occidental Asset Management
California
$601K +$5.15K +77 +1%
PPWP
1115
Premier Path Wealth Partners
New Jersey
$598K +$4.35K +65 +0.9%
CWA
1116
Clarity Wealth Advisors
California
$597K -$7.02K -105 -1%
MSFP
1117
Mark Sheptoff Financial Planning
Connecticut
$596K – – –
IA
1118
Insight Advisors
Pennsylvania
$595K +$1.14K +17 +0.2%
ACM
1119
Advisors Capital Management
New Jersey
$592K -$56.4K -843 -10%
TWP
1120
Tempus Wealth Planning
California
$591K -$133K -1,986 -21%
FPAS
1121
Focus Partners Advisor Solutions
Missouri
$590K +$170K +2,539 +51%
PWA
1122
Prairie Wealth Advisors
Nebraska
$588K -$107K -1,605 -18%
AGWCA
1123
Annis Gardner Whiting Capital Advisors
Florida
$586K -$19.4K -290 -4%
KA
1124
Kovack Advisors
Florida
$586K -$1.98M -29,585 -80%
SM
1125
Southport Management
Wyoming
$585K +$502K +7,500 New
43 44
45
46 47