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Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
1051
Abundance Wealth Counselors
Pennsylvania
$2.21M -$488K -12,939 -19%
IWA
1052
Icon Wealth Advisors
Texas
$2.21M +$1.73M +45,964 +459%
LWANC
1053
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.2M -$303K -8,034 -13%
HAM
1054
Hedges Asset Management
Nevada
$2.2M +$369K +9,800 +21%
QPWM
1055
Quadrant Private Wealth Management
Pennsylvania
$2.2M +$2.1M +55,770 New
CW
1056
CreativeOne Wealth
Kansas
$2.2M +$293K +7,770 +16%
CTFG
1057
Capstone Triton Financial Group
Oklahoma
$2.19M -$511K -13,568 -20%
LWM
1058
Laidlaw Wealth Management
New York
$2.18M -$169K -4,486 -7%
NIM
1059
Nexus Investment Management
Ontario, Canada
$2.18M +$4.71K +125 +0.2%
EB
1060
Eastern Bank
Massachusetts
$2.18M -$351K -9,329 -14%
RCM
1061
RNC Capital Management
California
$2.18M -$227K -6,037 -10%
FMWA
1062
Forvis Mazars Wealth Advisors
Missouri
$2.18M -$199K -5,288 -9%
FWM
1063
Finer Wealth Management
Massachusetts
$2.17M -$538K -14,277 -21%
TC
1064
Trilogy Capital
California
$2.17M +$667K +17,713 +47%
MA
1065
Montag & Associates
Georgia
$2.17M -$493K -13,077 -19%
RWA
1066
Roberts Wealth Advisors
California
$2.16M -$526K -13,964 -21%
UA
1067
Unison Advisors
District of Columbia
$2.16M +$35K +928 +2%
SHFA
1068
SS&H Financial Advisors
Michigan
$2.16M -$350K -9,277 -14%
LDB
1069
Lee, Danner & Bass
Tennessee
$2.15M -$259K -6,862 -11%
TPWA
1070
TRUE Private Wealth Advisors
Oregon
$2.15M +$1.01M +26,779 +97%
LS
1071
Leelyn Smith
Illinois
$2.14M +$2.05M +54,331 +113%
MBTD
1072
Mechanics Bank - Trust Department
California
$2.14M -$81.2K -2,155 -4%
MOS
1073
MGO One Seven
Ohio
$2.14M +$92.5K +2,454 +5%
AF
1074
Advisornet Financial
Minnesota
$2.13M -$851K -22,574 -29%
MSAM
1075
Moloney Securities Asset Management
Missouri
$2.13M -$5.99K -159 -0.3%
41 42
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