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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1626
SNS Financial Group
Minnesota
$425K -$377 -4 -0.1%
HCMG
1627
Howard Capital Management Group
California
$424K -$18.9K -200 -4%
FMN
1628
Financial Management Network
California
$422K +$189 +2 +0%
DWM
1629
Destination Wealth Management
California
$422K +$211K +2,233 +93%
4WM
1630
44 Wealth Management
Oregon
$421K +$20.1K +213 +5%
LP
1631
LGL Partners
Pennsylvania
$421K +$63.4K +672 +17%
SC
1632
SouthState Corp
Florida
$420K -$37.8K -401 -8%
CM
1633
Castleark Management
Illinois
$420K – – –
FP
1634
Foundry Partners
Minnesota
$419K -$81.2K -860 -16%
MCWA
1635
Meadow Creek Wealth Advisors
Georgia
$418K -$2.64K -28 -0.6%
PIA
1636
Pinion Investment Advisors
Kansas
$417K +$94 +1 +0%
FNT
1637
First National Trust
Pennsylvania
$413K -$8.68K -92 -2%
PCI
1638
Planning Center Inc
Illinois
$413K +$661 +7 +0.2%
AIM
1639
Aigen Investment Management
New York
$412K -$2.32M -24,558 -84%
PP
1640
PDS Planning
Ohio
$411K -$8.68K -92 -2%
CGH
1641
CMG Global Holdings
Texas
$410K -$42K -445 -9%
ACS
1642
Archford Capital Strategies
Illinois
$410K +$80.4K +852 +21%
ACM
1643
Alta Capital Management
Utah
$409K -$7.64K -81 -2%
NCMW
1644
Northern Capital Management (Washington)
Washington
$409K – – –
ZIG
1645
Zullo Investment Group
Pennsylvania
$408K -$11.7K -124 -3%
QI
1646
Qtron Investments
Massachusetts
$407K – – –
ZF
1647
Zhang Financial
Michigan
$406K -$183K -1,944 -30%
TIP
1648
Torray Investment Partners
Maryland
$406K -$9.44K -100 -2%
STA
1649
Summit Trail Advisors
New York
$406K +$175K +1,856 +71%
PCS
1650
Personal CFO Solutions
New Jersey
$404K -$647K -6,853 -61%
64 65
66
67 68