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Name Holding Trade Value Shares
Change 		Change in
Stake
3IP
1326
3Chopt Investment Partners
Virginia
$590K +$111K +1,103 +24%
RWFS
1327
Rayburn West Financial Services
Tennessee
$590K – – –
MWM
1328
Meadowbrook Wealth Management
New York
$587K +$572K +5,675 New
SRC
1329
Shufro Rose & Co
New York
$586K +$578K +5,735 New
ZIG
1330
Zuckerman Investment Group
Illinois
$585K – – –
PAG
1331
Private Advisory Group
Washington
$579K -$146K -1,450 -20%
GWANC
1332
Guardian Wealth Advisors (North Carolina)
North Carolina
$579K -$17.6K -175 -3%
HNW
1333
High Note Wealth
Minnesota
$578K -$53.7K -533 -9%
DWM
1334
DecisionMap Wealth Management
Virginia
$576K -$103K -1,018 -15%
RPCONE
1335
Retirement Planning Company of New England
Rhode Island
$574K -$2.22K -22 -0.4%
EWS
1336
Evergreen Wealth Solutions
Pennsylvania
$570K +$44.2K +439 +9%
PHS
1337
Pekin Hardy Strauss
Illinois
$569K +$16.2K +161 +3%
SP
1338
Stonebrook Private
Michigan
$569K -$16.8K -167 -3%
CCM
1339
Chaney Capital Management
Washington
$568K -$1.31K -13 -0.2%
PPWP
1340
Premier Path Wealth Partners
New Jersey
$568K +$43.7K +434 +8%
MW
1341
Maia Wealth
Colorado
$568K -$268K -2,658 -32%
CBT
1342
Central Bank & Trust
Kentucky
$564K -$87.3K -867 -14%
SFG
1343
Snider Financial Group
Washington
$561K -$104K -1,029 -16%
SFG
1344
SNS Financial Group
Minnesota
$560K +$552K +5,477 New
ACG
1345
Allen Capital Group
Nebraska
$557K -$806 -8 -0.1%
BFO
1346
Boston Family Office
Massachusetts
$556K +$5.74K +57 +1%
PGCM
1347
Prescott Group Capital Management
Oklahoma
$554K – – –
EA
1348
Emerald Advisors
Washington
$554K +$101 +1 +0%
WW
1349
Waterfront Wealth
Kansas
$554K – – –
NFSG
1350
Newbridge Financial Services Group
Florida
$551K +$123K +1,225 +29%
52 53
54
55 56