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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1701
Continuum Advisory
Idaho
$3M +$69.2K +288 +0.8%
TA
1702
Tiedemann Advisors
New York
$3M -$5.05K -21 -0.2%
IAS
1703
IMA Advisory Services
Colorado
$3M -$26.4K -110 -0.8%
SWM
1704
Sugarloaf Wealth Management
Georgia
$2.98M -$208K -864 -6%
MMG
1705
Monetary Management Group
Missouri
$2.98M -$613K -2,550 -16%
NF
1706
Nikulski Financial
Iowa
$2.97M +$120K +499 +4%
CAM
1707
Cubic Asset Management
Massachusetts
$2.97M -$81.7K -340 -3%
GCM
1708
Geneva Capital Management
Wisconsin
$2.97M -$86.8K -361 -3%
KFP
1709
KB Financial Partners
New Jersey
$2.96M +$13.5K +56 +0.4%
LFP
1710
Leeward Financial Partners
Washington
$2.96M +$327K +1,361 +12%
BCM
1711
BlueCrest Capital Management
Jersey
$2.96M +$1.89M +7,864 +157%
CAWM
1712
Capital Advisors Wealth Management
Washington
$2.96M +$49.5K +206 +2%
FNBSF
1713
First National Bank Sioux Falls
South Dakota
$2.96M – – –
TCOT
1714
Trust Company of Toledo
Ohio
$2.95M +$681K +2,833 +28%
GCIM
1715
Gunn & Company Investment Management
Florida
$2.95M +$3.08M +12,829 New
LAIC
1716
Lederer & Associates Investment Counsel
California
$2.94M -$20.4K -85 -0.7%
BP
1717
BBR Partners
New York
$2.94M +$3.13K +13 +0.1%
BHB
1718
Bank Hapoalim BM
Israel
$2.94M -$363K -1,509 -11%
PCG
1719
Prosperity Consulting Group
Maryland
$2.93M +$222K +924 +8%
TA
1720
TFG Advisers
Michigan
$2.93M +$214K +892 +8%
RWB
1721
RMR Wealth Builders
New Jersey
$2.93M +$501K +2,085 +20%
IFPG
1722
Intrepid Financial Planning Group
Indiana
$2.92M -$111K -460 -3%
KWA
1723
KCS Wealth Advisory
California
$2.92M -$403K -1,677 -12%
WAS
1724
WESPAC Advisors SoCal
California
$2.91M -$2.4K -10 -0.1%
JWM
1725
Jackson Wealth Management
Florida
$2.91M +$75K +312 +3%
67 68
69
70 71