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Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
1326
Retirement Planning Company of New England
Rhode Island
$574K -$2.22K -22 -0.4%
EWS
1327
Evergreen Wealth Solutions
Pennsylvania
$570K +$44.2K +439 +9%
PHS
1328
Pekin Hardy Strauss
Illinois
$569K +$16.2K +161 +3%
SP
1329
Stonebrook Private
Michigan
$569K -$16.8K -167 -3%
CCM
1330
Chaney Capital Management
Washington
$568K -$1.31K -13 -0.2%
PPWP
1331
Premier Path Wealth Partners
New Jersey
$568K +$43.7K +434 +8%
MW
1332
Maia Wealth
Colorado
$568K -$268K -2,658 -32%
CBT
1333
Central Bank & Trust
Kentucky
$564K -$87.3K -867 -14%
SFG
1334
Snider Financial Group
Washington
$561K -$104K -1,029 -16%
SFG
1335
SNS Financial Group
Minnesota
$560K +$552K +5,477 New
ACG
1336
Allen Capital Group
Nebraska
$557K -$806 -8 -0.1%
BFO
1337
Boston Family Office
Massachusetts
$556K +$5.74K +57 +1%
PGCM
1338
Prescott Group Capital Management
Oklahoma
$554K – – –
EA
1339
Emerald Advisors
Washington
$554K +$101 +1 +0%
WW
1340
Waterfront Wealth
Kansas
$554K – – –
NFSG
1341
Newbridge Financial Services Group
Florida
$551K +$123K +1,225 +29%
GIA
1342
GHP Investment Advisors
Colorado
$544K +$10.8K +107 +2%
SSWM
1343
Sheets Smith Wealth Management
North Carolina
$543K +$403 +4 +0.1%
TM
1344
TigerOak Management
New Mexico
$543K – – –
PAM
1345
Palisade Asset Management
Minnesota
$543K – – –
AP
1346
Appleton Partners
Massachusetts
$542K -$12.6K -125 -2%
PFG
1347
PAX Financial Group
Texas
$541K -$87.4K -868 -14%
PWP
1348
Perfromance Wealth Partners
Illinois
$538K +$25.1K +249 +5%
EWA
1349
EverSource Wealth Advisors
Alabama
$537K -$133K -1,319 -20%
ALAM
1350
Asahi Life Asset Management
Japan
$536K +$529K +5,250 New
52 53
54
55 56