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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1776
Pineridge Advisors
Missouri
$51.2K – – –
FW
1777
Fairway Wealth
Ohio
$51.2K +$50.4K +600 New
BBPWM
1778
Blue Bell Private Wealth Management
Pennsylvania
$49.9K -$1.93K -23 -4%
TF
1779
Tompkins Financial
New York
$49.9K – – –
CWP
1780
Concord Wealth Partners
Virginia
$49.6K -$1.6K -19 -3%
PWMG
1781
Prestige Wealth Management Group
New Jersey
$49.2K – – –
WPA
1782
West Paces Advisors
Georgia
$48.4K -$1.85K -22 -4%
PC
1783
Promus Capital
Illinois
$48.1K +$47.3K +563 New
TC
1784
Tacita Capital
Ontario, Canada
$47.5K -$30.1K -358 -39%
SFCL
1785
Strengthening Families & Communities LLC
Massachusetts
$47K – – –
MFT
1786
Moisand Fitzgerald Tamayo
Florida
$46.9K -$589 -7 -1%
API
1787
Asset Planning Inc
California
$45.9K +$45.2K +538 New
CIAM
1788
Caitong International Asset Management
Hong Kong
$45.9K +$45.2K +538 New
SIS
1789
Sound Income Strategies
Florida
$45.7K +$1.77K +21 +4%
DAM
1790
Delta Asset Management
Tennessee
$45.5K – – –
HWA
1791
HHM Wealth Advisors
Tennessee
$45.2K +$30.2K +359 +211%
OIAM
1792
OFI Invest Asset Management
France
$45K +$45.9K +546 New
AFM
1793
Aspetuck Financial Management
Connecticut
$44.7K +$44.1K +524 New
TIM
1794
Tortoise Investment Management
New York
$44K – – –
MFC
1795
Mechanics Financial Corp
Ohio
$43.8K -$11K -131 -20%
JWA
1796
JFS Wealth Advisors
Pennsylvania
$42.8K +$10.5K +125 +33%
MMG
1797
Monetary Management Group
Missouri
$42.7K – – –
SN
1798
Sittner & Nelson
Oregon
$42.7K – – –
MMCM
1799
Murphy & Mullick Capital Management
New York
$42.6K +$42K +499 New
CPG
1800
Cornerstone Planning Group
New Jersey
$42.4K -$1.09K -13 -3%
70 71
72
73 74