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Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
676
Gateway Wealth Partners
Wisconsin
$675K +$713K +3,229 New
MIM
677
Morningstar Investment Management
Illinois
$672K -$3.39M -15,368 -83%
JWCA
678
J.W. Cole Advisors
Florida
$670K +$47K +213 +7%
AT
679
Adelphi Trust
Florida
$669K +$46.8K +212 +7%
AWM
680
AE Wealth Management
Kansas
$659K +$50.1K +227 +8%
EWM
681
Empirical Wealth Management
Washington
$658K -$10.6K -48 -2%
WA
682
Waverly Advisors
Alabama
$656K +$83K +376 +14%
IAS
683
Insigneo Advisory Services
Florida
$654K -$438K -1,987 -39%
NB
684
NBT Bank
New York
$649K -$36.4K -165 -5%
TCBWMS
685
Texas Capital Bank Wealth Management Services
Texas
$648K +$684K +3,101 New
WTB
686
Washington Trust Bank
Washington
$645K -$3.09K -14 -0.5%
APWM
687
Argonautica Private Wealth Management
Massachusetts
$645K +$58.5K +265 +9%
SAM
688
Strategy Asset Managers
California
$644K +$680K +3,083 New
FFBTD
689
First Financial Bank - Trust Division
Ohio
$642K -$75.5K -342 -10%
ICP
690
Impact Capital Partners
Colorado
$641K -$85.2K -386 -11%
BWP
691
Burling Wealth Partners
Illinois
$639K – – –
EW
692
Expressive Wealth
Illinois
$634K +$647K +2,931 New
CA
693
Clearstead Advisors
Ohio
$630K -$119K -538 -15%
CG
694
Clifford Group
Massachusetts
$626K +$38K +172 +6%
AWA
695
Arkadios Wealth Advisors
Georgia
$624K +$156K +705 +31%
PF
696
Phoenix Financial
Israel
$616K +$137K +619 +27%
TC
697
Tannin Capital
North Carolina
$613K +$45.5K +206 +8%
HPBT
698
Hickory Point Bank & Trust
Illinois
$609K -$5.74K -26 -0.9%
JIC
699
Johnson Investment Counsel
Ohio
$608K -$18.5K -84 -3%
BTWM
700
Baker Tilly Wealth Management
Wisconsin
$607K -$9.93K -45 -2%
26 27
28
29 30