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Name Holding Trade Value Shares
Change 		Change in
Stake
SLFPAM
1051
St. Louis Financial Planners Asset Management
Missouri
$2.21M +$2.11M +56,099 New
AWC
1052
Abundance Wealth Counselors
Pennsylvania
$2.21M -$488K -12,939 -19%
IWA
1053
Icon Wealth Advisors
Texas
$2.21M +$1.73M +45,964 +459%
LWANC
1054
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.2M -$303K -8,034 -13%
HAM
1055
Hedges Asset Management
Nevada
$2.2M +$369K +9,800 +21%
QPWM
1056
Quadrant Private Wealth Management
Pennsylvania
$2.2M +$2.1M +55,770 New
CW
1057
CreativeOne Wealth
Kansas
$2.2M +$293K +7,770 +16%
CTFG
1058
Capstone Triton Financial Group
Oklahoma
$2.19M -$511K -13,568 -20%
LWM
1059
Laidlaw Wealth Management
New York
$2.18M -$169K -4,486 -7%
NIM
1060
Nexus Investment Management
Ontario, Canada
$2.18M +$4.71K +125 +0.2%
EB
1061
Eastern Bank
Massachusetts
$2.18M -$351K -9,329 -14%
RCM
1062
RNC Capital Management
California
$2.18M -$227K -6,037 -10%
FMWA
1063
Forvis Mazars Wealth Advisors
Missouri
$2.18M -$199K -5,288 -9%
FWM
1064
Finer Wealth Management
Massachusetts
$2.17M -$538K -14,277 -21%
TC
1065
Trilogy Capital
California
$2.17M +$667K +17,713 +47%
MA
1066
Montag & Associates
Georgia
$2.17M -$493K -13,077 -19%
RWA
1067
Roberts Wealth Advisors
California
$2.16M -$526K -13,964 -21%
UA
1068
Unison Advisors
District of Columbia
$2.16M +$35K +928 +2%
SHFA
1069
SS&H Financial Advisors
Michigan
$2.16M -$350K -9,277 -14%
LDB
1070
Lee, Danner & Bass
Tennessee
$2.15M -$259K -6,862 -11%
TPWA
1071
TRUE Private Wealth Advisors
Oregon
$2.15M +$1.01M +26,779 +97%
LS
1072
Leelyn Smith
Illinois
$2.14M +$2.05M +54,331 +113%
MBTD
1073
Mechanics Bank - Trust Department
California
$2.14M -$81.2K -2,155 -4%
MOS
1074
MGO One Seven
Ohio
$2.14M +$92.5K +2,454 +5%
AF
1075
Advisornet Financial
Minnesota
$2.13M -$851K -22,574 -29%
41 42
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44 45