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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1801
Spartan Planning & Wealth Management
North Carolina
$761K +$781K +3,040 New
FAB
1802
First American Bank
Illinois
$760K +$30.3K +118 +4%
CCA
1803
Clearwater Capital Advisors
Illinois
$760K +$129K +502 +20%
BA
1804
Ballew Advisors
Mississippi
$760K -$5.39K -21 -0.7%
KWM
1805
Keebeck Wealth Management
Illinois
$759K +$103K +402 +15%
LA
1806
LVW Advisors
New York
$759K +$358K +1,393 +85%
WB
1807
Webster Bank
Connecticut
$758K +$25.7K +100 +3%
FA
1808
Financial Alternatives
California
$757K +$38.5K +150 +5%
LNWTC
1809
Laird Norton Wetherby Trust Company
Washington
$757K – – –
PAI
1810
Pittenger & Anderson Inc
Nebraska
$756K +$34.4K +134 +5%
CWM
1811
Chicago Wealth Management
Illinois
$756K +$5.14K +20 +0.7%
MWM
1812
McNaughton Wealth Management
California
$755K -$55.2K -215 -7%
EWM
1813
Evermay Wealth Management
Virginia
$755K – – –
NHC
1814
Nicholas Hoffman & Company
Georgia
$753K +$1.28K +5 +0.2%
RDFA
1815
Ritter Daniher Financial Advisory
Ohio
$751K +$11.6K +45 +2%
FF
1816
Friedenthal Financial
New Jersey
$749K -$499K -1,941 -39%
AT
1817
Arden Trust
Delaware
$748K +$301K +1,173 +65%
TCWM
1818
Total Clarity Wealth Management
Illinois
$747K +$247K +960 +47%
JWM
1819
Jeppson Wealth Management
California
$747K -$21.3K -83 -3%
FD
1820
Financial Designs
California
$747K +$767K +2,986 New
PCA
1821
Pallas Capital Advisors
Massachusetts
$747K +$238K +927 +32%
AF
1822
Apexium Financial
Texas
$746K -$257 -1 -0%
AT
1823
American Trust
Kentucky
$746K -$28.3K -110 -4%
RFA
1824
Resurgent Financial Advisors
Georgia
$746K +$115K +446 +18%
CWP
1825
Capital Wealth Planning
Florida
$743K +$763K +2,969 New
71 72
73
74 75