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Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
1551
D.L. Carlson Investment Group
New Hampshire
$535K +$2.39K +23 +0.4%
PWP
1552
Pursue Wealth Partners
California
$534K – – –
MW
1553
MBL Wealth
North Carolina
$534K +$342K +3,296 +158%
AWAU
1554
Alliance Wealth Advisors (Utah)
Utah
$533K -$107K -1,031 -16%
SMH
1555
Sanders Morris Harris
Texas
$532K +$557K +5,363 New
PB
1556
Pinnacle Bancorp
Nebraska
$530K +$32.4K +312 +6%
BWA
1557
BDO Wealth Advisors
Florida
$530K +$236K +2,276 +74%
RWM
1558
RBA Wealth Management
California
$527K – – –
AC
1559
Apella Capital
Connecticut
$527K +$552K +5,316 New
IGWM
1560
ICA Group Wealth Management
Colorado
$525K +$84.6K +815 +18%
MIC
1561
Meridian Investment Counsel
California
$525K – – –
AWS
1562
Aspen Wealth Strategies
Colorado
$523K -$19.4K -187 -3%
MSFS
1563
Main Street Financial Solutions
Pennsylvania
$523K -$1.45K -14 -0.3%
NB
1564
Nicolet Bankshares
Wisconsin
$522K -$31.8K -306 -5%
CAM
1565
Cozad Asset Management
Illinois
$521K +$1.35K +13 +0.2%
FCB
1566
First Command Bank
Texas
$521K -$1.35K -13 -0.2%
FCFS
1567
First Command Financial Services
Texas
$521K -$1.35K -13 -0.2%
FHA
1568
Flagship Harbor Advisors
Massachusetts
$520K -$22.7K -219 -4%
SCG
1569
Sonata Capital Group
Washington
$519K -$25.9K -250 -5%
CWS
1570
Cypress Wealth Services
California
$518K +$101K +977 +24%
MKA
1571
M. Kulyk & Associates
Georgia
$518K – – –
FHC
1572
First Heartland Consultants
Missouri
$517K -$4.36K -42 -0.8%
NHC
1573
Nicholas Hoffman & Company
Georgia
$517K +$104 +1 +0%
DDPIC
1574
Deroy & Devereaux Private Investment Counsel
Michigan
$516K +$541K +5,212 New
CWM
1575
Cornerstone Wealth Management
Missouri
$514K -$56.8K -547 -10%
61 62
63
64 65