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Name Holding Trade Value Shares
Change 		Change in
Stake
QPBE
1351
Quintet Private Bank (Europe)
Luxembourg
$354K – – –
CP
1352
Canopy Partners
Ohio
$353K +$3.21K +20 +0.9%
SI
1353
Stonekeep Investments
New Mexico
$353K +$3.05K +19 +0.9%
SB
1354
Simmons Bank
Arkansas
$352K -$19.3K -120 -5%
AWM
1355
Abound Wealth Management
Tennessee
$352K -$7.39K -46 -2%
JIC
1356
Joel Isaacson & Co
New York
$352K -$23.8K -148 -6%
BCWM
1357
Bartlett & Co Wealth Management
Ohio
$352K -$16.1K -100 -4%
AWM
1358
Athena Wealth Management
Nevada
$352K +$351K +2,187 New
DG
1359
Dala Group
Illinois
$350K +$349K +2,176 New
GA
1360
GFS Advisors
Texas
$349K +$33.4K +208 +11%
RBFC
1361
Roman Butler Fullerton & Co
Missouri
$349K -$362K -2,252 -47%
MFWM
1362
Motley Fool Wealth Management
Virginia
$349K +$36.1K +225 +12%
ZBNA
1363
Zions Bancorporation, National Association
Utah
$348K +$963 +6 +0.3%
GI
1364
GAMMA Investing
California
$348K +$138K +862 +66%
FWP
1365
Forefront Wealth Partners
Texas
$348K -$75.3K -469 -18%
UF
1366
Univest Financial
Pennsylvania
$346K +$8.03K +50 +2%
FAM
1367
Flaharty Asset Management
Florida
$345K – – –
MAWA
1368
Moss Adams Wealth Advisors
Washington
$345K – – –
PSP
1369
Pacific Sage Partners
Washington
$343K +$12.8K +80 +4%
CF
1370
Centaurus Financial
California
$343K -$114K -711 -25%
TPWA
1371
Twin Peaks Wealth Advisors
California
$343K -$88.6K -552 -16%
BWA
1372
Blodgett Wealth Advisors
California
$342K – – –
PW
1373
PUREfi Wealth
Massachusetts
$342K -$463K -2,882 -58%
MCM
1374
M1 Capital Management
Michigan
$338K -$9.63K -60 -3%
CH
1375
Cromwell Holdings
Wyoming
$338K -$8.03K -50 -2%
53 54
55
56 57