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Name Holding Trade Value Shares
Change 		Change in
Stake
ES
2076
ETF Store
Kansas
$608K – – –
FCG
2077
Financial Connections Group
California
$608K -$25K -105 -4%
BCG
2078
Breakwater Capital Group
New Jersey
$607K +$345K +1,452 +100%
AMM
2079
American Money Management
California
$606K -$56.6K -238 -9%
NL
2080
Navalign LLC
California
$606K -$4.51K -19 -0.8%
OC
2081
Opinicus Capital
Florida
$605K +$579K +2,435 New
AWP
2082
Abacus Wealth Partners
California
$604K +$3.8K +16 +0.7%
SB
2083
Simmons Bank
Arkansas
$602K +$40.9K +172 +8%
WT
2084
Washington Trust
Rhode Island
$602K +$133K +559 +30%
MPPLM
2085
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$601K +$22.8K +96 +4%
MF
2086
Montis Financial
Massachusetts
$601K +$229K +965 +66%
LFS
2087
Legacy Financial Strategies
Kansas
$600K +$3.33K +14 +0.6%
BBNB
2088
Baker Boyer National Bank
Washington
$600K – – –
PAM
2089
Pegasus Asset Management
New York
$599K +$20.4K +86 +4%
SM
2090
Sciencast Management
New Jersey
$597K +$571K +2,402 New
DFA
2091
Delta Financial Advisors
Louisiana
$596K – – –
REMPR
2092
Roof Eidam Maycock Peralta (REMP)
California
$596K – – –
ATIA
2093
American Trust Investment Advisors
New Hampshire
$595K -$185K -780 -25%
RBC
2094
Romano Brothers & Co
Illinois
$594K -$694K -2,922 -55%
LF
2095
LifeSteps Financial
California
$593K -$77.2K -325 -12%
IWA
2096
Inspirion Wealth Advisors
Illinois
$591K +$6.18K +26 +1%
SWA
2097
Strata Wealth Advisors
Texas
$591K +$54.9K +231 +11%
BWS
2098
Buck Wealth Strategies
Colorado
$589K -$14.7K -62 -3%
DCM
2099
Dimension Capital Management
Florida
$589K – – –
ATWA
2100
Arbor Trust Wealth Advisors
Michigan
$589K -$5.94K -25 -1%
82 83
84
85 86