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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1051
DV Equities
Illinois
$37.3K +$40.2K +746 New
FGAM
1052
Financial Gravity Asset Management
Texas
$35.8K – – –
FHA
1053
Flagship Harbor Advisors
Massachusetts
$35.5K +$38.2K +709 New
SWP
1054
Strategic Wealth Partners
Ohio
$34.3K +$8.08K +150 +28%
CFG
1055
Clayton Financial Group
Missouri
$34K -$4.79K -89 -12%
DJSG
1056
D.J. St. Germain
Massachusetts
$33.5K +$1.56K +29 +5%
LI
1057
LRI Investments
Florida
$33.2K – – –
PWA
1058
Provenance Wealth Advisors
Florida
$32.5K – – –
VWM
1059
Valley Wealth Managers
New Jersey
$32K +$34.5K +640 New
WT
1060
Whittier Trust
California
$31.9K – – –
PCFFS
1061
Pacific Center for Financial Services
California
$31.3K – – –
AF
1062
Align Financial
Minnesota
$31.3K +$1.68M +31,256 New
TCOV
1063
Trust Company of Vermont
Vermont
$30.8K – – –
SIC
1064
SJS Investment Consulting
Ohio
$30.7K +$1.83K +34 +6%
FCAS
1065
First Command Advisory Services
Texas
$30K +$5.38K +100 +20%
NFSG
1066
Newbridge Financial Services Group
Florida
$29.9K +$108 +2 +0.3%
PWMG
1067
Private Wealth Management Group
New Jersey
$29.7K – – –
FHC
1068
First Horizon Corporation
Tennessee
$29K -$10.3K -191 -25%
AGWCA
1069
Annis Gardner Whiting Capital Advisors
Florida
$29K +$5.44K +101 +21%
CFO
1070
CVA Family Office
Colorado
$28.4K -$1.56K -29 -5%
HIA
1071
Harbor Investment Advisory
Maryland
$27.8K -$3.61K -67 -11%
B
1072
Bayban
Minnesota
$27.5K +$29.6K +550 New
APW
1073
Aventura Private Wealth
Florida
$27K +$269 +5 +0.9%
CWP
1074
Clark Wealth Partners
Illinois
$26.5K – – –
CFD
1075
Creative Financial Designs
Indiana
$25.9K -$23.3K -432 -45%
41 42
43
44 45