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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1026
Provenance Wealth Advisors
Florida
$70.9K – – –
ORAM
1027
One River Asset Management
Connecticut
$70.7K +$71K +1,071 New
IGWM
1028
ICA Group Wealth Management
Colorado
$69.7K -$814K -12,265 -92%
MSG
1029
Main Street Group
Virginia
$68K – – –
FNWA
1030
Financial Network Wealth Advisors
Utah
$67.4K +$68.1K +1,027 New
FFA
1031
First Foundation Advisors
California
$66.1K -$1.79K -27 -3%
NSIM
1032
North Star Investment Management
Illinois
$66K – – –
TCOV
1033
Trust Company of Vermont
Vermont
$66K – – –
BC
1034
Belmont Capital
California
$66K +$66.3K +1,000 New
FMTCOCP
1035
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$66K – – –
RWMG
1036
Redwood Wealth Management Group
New Jersey
$65.1K +$65.3K +985 New
ANBT
1037
American National Bank & Trust
Texas
$64.1K – – –
JWA
1038
JFS Wealth Advisors
Pennsylvania
$63.2K – – –
RFG
1039
RFP Financial Group
Georgia
$61.8K +$3.32K +50 +6%
M
1040
Mirova
France
$61.7K +$62K +934 New
EDRH
1041
Edmond de Rothschild Holding
Switzerland
$61.6K -$9.75K -147 -14%
HCP
1042
Hexagon Capital Partners
Arkansas
$61.5K +$20.4K +308 +49%
HWP
1043
Highline Wealth Partners
California
$59K +$2.92K +44 +5%
POIA
1044
Pin Oak Investment Advisors
Texas
$59K +$59K +889 New
WTA
1045
Washington Trust Advisors
Massachusetts
$58.8K +$10.2K +154 +21%
AIM
1046
Anchor Investment Management
South Carolina
$57.1K +$13.7K +207 +31%
OCM
1047
Orion Capital Management
California
$54.2K -$18.2K -275 -25%
SWS
1048
SYSTM Wealth Solutions
Illinois
$53K -$722K -10,884 -93%
TCA
1049
Trifecta Capital Advisors
Illinois
$52.8K – – –
SN
1050
Sittner & Nelson
Oregon
$52.4K +$10.6K +160 +25%
40 41
42
43 44