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Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
1351
Summit Wealth Group (Colorado)
Colorado
$3.95M +$316K +794 +9%
S
1352
SharpePoint
Arizona
$3.95M +$387K +972 +12%
CWP
1353
Concord Wealth Partners
Virginia
$3.95M +$201K +506 +6%
BTW
1354
Boston Trust Walden
Massachusetts
$3.94M -$89.5K -225 -2%
IAS
1355
IMA Advisory Services
Colorado
$3.94M +$21.5K +54 +0.6%
RCA
1356
Ranch Capital Advisors
Florida
$3.94M +$90.3K +227 +2%
PPW
1357
Pasadena Private Wealth
California
$3.92M -$684K -1,721 -16%
ELI
1358
Empire Life Investments
Ontario, Canada
$3.91M -$216K -544 -6%
BFA
1359
Beacon Financial Advisory
Ohio
$3.91M +$53.7K +135 +1%
TCBWMS
1360
Texas Capital Bank Wealth Management Services
Texas
$3.91M +$218K +549 +6%
CH
1361
Cromwell Holdings
Wyoming
$3.91M +$664K +1,669 +22%
TWM
1362
TRB Wealth Management
Texas
$3.9M -$315K -791 -8%
JRPIM
1363
Journey Retirement Planning & Investment Management
Idaho
$3.89M -$102K -257 -3%
HP
1364
Havemeyer Place
Connecticut
$3.88M +$3.67M +9,236 New
PCH
1365
PGIM Custom Harvest
New Jersey
$3.87M +$238K +599 +7%
PCM
1366
Princeton Capital Management
New Jersey
$3.87M +$107K +269 +3%
AGWCA
1367
Annis Gardner Whiting Capital Advisors
Florida
$3.85M +$179K +451 +5%
WC
1368
Whitney & Co
New York
$3.85M -$16.3K -41 -0.4%
PL
1369
Plancorp LLC
Missouri
$3.85M +$725K +1,823 +23%
MWP
1370
Momentum Wealth Planning
Florida
$3.85M -$480K -1,208 -12%
SWM
1371
SHP Wealth Management
Massachusetts
$3.85M +$285K +717 +9%
DQRIM
1372
Dale Q Rice Investment Management
Washington
$3.84M +$193K +486 +6%
AC
1373
Apella Capital
Connecticut
$3.83M +$83.9K +211 +2%
BCMLT
1374
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.82M -$203K -510 -5%
RWM
1375
RKL Wealth Management
Pennsylvania
$3.82M +$28.6K +72 +0.8%
53 54
55
56 57