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Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
451
Millstone Evans Group
Colorado
$3.17K – – –
NWM
452
Navigoe Wealth Management
California
$3K – – –
ST
453
Smithfield Trust
Pennsylvania
$3K +$811 +67 +57%
MGI
454
Miller Global Investments
Texas
$2.93K +$2.69K +222 New
EPG
455
Estate Planners Group
Pennsylvania
$2.92K +$2.67K +221 New
TH
456
TCTC Holdings
Texas
$2.75K – – –
BCWM
457
Bartlett & Co Wealth Management
Ohio
$2.69K – – –
FP
458
Financial Perspectives
Minnesota
$2.53K – – –
NOI
459
Newton One Investments
Delaware
$2.47K – – –
LWANC
460
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.46K +$2.25K +186 New
EW
461
Elyxium Wealth
California
$2.35K +$2.15K +178 New
FNWA
462
Financial Network Wealth Advisors
Utah
$2.33K – – –
LI
463
LRI Investments
Florida
$2.26K -$4.6K -380 -69%
GSWM
464
Golden State Wealth Management
California
$2.26K – – –
WIM
465
Westside Investment Management
California
$2.23K – – –
TCOT
466
Trust Company of Toledo
Ohio
$2.21K -$859 -71 -30%
SGK
467
Steigerwald Gordon & Koch
Virginia
$2.14K – – –
FFA
468
Frazier Financial Advisors
Ohio
$2.05K +$1.88K +155 New
AFC
469
Ares Financial Consulting
California
$2.04K +$1.86K +154 New
PWA
470
Provenance Wealth Advisors
Florida
$2.03K – – –
GKIM
471
GW&K Investment Management
Massachusetts
$2K – – –
JEST
472
JTC Employer Solutions Trustee
Jersey
$2K – – –
TCOV
473
Trust Company of Vermont
Vermont
$1.98K -$12.1K -1,000 -87%
MWPCG
474
Measured Wealth Private Client Group
New Hampshire
$1.98K – – –
BWM
475
Benson Wealth Management
Tennessee
$1.88K +$1.72K +142 New
17 18
19
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