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Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
926
Horst & Graben Wealth Management
Oregon
$5.52M +$85.6K +284 +2%
SAM
927
Sherman Asset Management
California
$5.52M +$4.04M +13,400 +338%
HFS
928
Hantz Financial Services
Michigan
$5.5M +$1.41M +4,689 +37%
VWM
929
Venturi Wealth Management
Texas
$5.5M +$1.24M +4,105 +31%
WG
930
Winton Group
United Kingdom
$5.48M +$4.88M +16,192 +1,513%
BP
931
Broadleaf Partners
Ohio
$5.48M -$3.62K -12 -0.1%
CWA
932
Clarity Wealth Advisors
California
$5.48M +$791K +2,627 +18%
PWG
933
Portside Wealth Group
Utah
$5.47M +$482K +1,601 +10%
MAC
934
Mason & Associates (California)
California
$5.47M +$296K +984 +6%
LFA
935
Legacy Financial Advisors
Kentucky
$5.47M +$433K +1,436 +9%
PSP
936
Principal Street Partners
Tennessee
$5.45M +$3.35M +11,130 +185%
CCFM
937
Clear Creek Financial Management
Washington
$5.43M +$1.1M +3,645 +27%
WKSWA
938
White Knight Strategic Wealth Advisors
New Jersey
$5.42M -$56.3K -187 -1%
CPCM
939
Cardinal Point Capital Management
Ontario, Canada
$5.42M +$438K +1,453 +9%
ST
940
Sageworth Trust
Pennsylvania
$5.41M +$26.2K +87 +0.5%
EB
941
Eastern Bank
Massachusetts
$5.41M -$17.1M -56,673 -77%
CCM
942
Collar Capital Management
Wisconsin
$5.39M +$214K +710 +4%
TSMHT
943
Thurston Springer Miller Herd & Titak
Indiana
$5.37M +$4.5M +14,953 +762%
RIA
944
Realta Investment Advisors
Delaware
$5.36M +$100K +333 +2%
PPWP
945
Premier Path Wealth Partners
New Jersey
$5.35M +$397K +1,319 +8%
GWMR
946
GC Wealth Management RIA
Massachusetts
$5.33M +$3.74M +12,420 +285%
HIM
947
Hillsdale Investment Management
Ontario, Canada
$5.32M +$3.87M +12,830 +326%
MSFP
948
Mark Sheptoff Financial Planning
Connecticut
$5.32M +$1.95M +6,459 +63%
PGFC
949
Peapack-Gladstone Financial Corp
New Jersey
$5.31M +$188K +625 +4%
IB
950
Intrust Bank
Kansas
$5.31M +$1.43M +4,759 +40%
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