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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2251
Mark Asset Management
New York
$1.15M -$97.8K -282 -10%
LWM
2252
Lakeridge Wealth Management
Ohio
$1.15M +$8.67K +25 +1%
EB
2253
Eastern Bank
Massachusetts
$1.15M -$5.01M -14,446 -85%
DA
2254
Doliver Advisors
Texas
$1.15M -$93.6K -270 -9%
GD
2255
Grandfield & Dodd
New York
$1.15M -$19.8K -57 -2%
PAWA
2256
Palo Alto Wealth Advisors
California
$1.15M +$35.4K +102 +4%
NF
2257
Nikulski Financial
Iowa
$1.15M +$353K +1,019 +65%
EA
2258
Eclectic Associates
California
$1.14M +$28.8K +83 +3%
SI
2259
Seeds Investor
New York
$1.14M -$8.32K -24 -0.9%
WA
2260
WBH Advisory
Maryland
$1.14M +$16.3K +47 +2%
MWAM
2261
Manhattan West Asset Management
California
$1.14M +$1.04K +3 +0.1%
PGF
2262
Plan Group Financial
Oklahoma
$1.14M -$43.7K -126 -5%
DP
2263
Dearborn Partners
Illinois
$1.14M -$132K -380 -13%
CWM
2264
Certus Wealth Management
California
$1.14M – – –
BWS
2265
Broadway Wealth Solutions
Texas
$1.13M +$80.8K +233 +10%
LA
2266
Latitude Advisors
Florida
$1.13M +$160K +462 +22%
DWM
2267
DecisionMap Wealth Management
Virginia
$1.13M +$8.67K +25 +1%
HWM
2268
Howard Wealth Management
Connecticut
$1.13M -$99.9K -288 -10%
BCG
2269
Breakwater Capital Group
New Jersey
$1.12M -$73.2K -211 -8%
CA
2270
CWC Advisors
Oregon
$1.12M -$19.8K -57 -2%
ACP
2271
Aviance Capital Partners
Florida
$1.12M +$411K +1,184 +88%
BWMG
2272
Barnes Wealth Management Group
California
$1.12M +$9.37K +27 +1%
SWM
2273
Steinberganna Wealth Management
New York
$1.12M +$874K +2,519 New
NB
2274
NBT Bank
New York
$1.12M -$383K -1,103 -44%
WAG
2275
Wheelhouse Advisory Group
Missouri
$1.12M -$117K -336 -12%
89 90
91
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