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Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
1751
James J. Burns & Company
New York
$796K -$208 -5 -0%
GM
1752
GeoWealth Management
Illinois
$793K -$444K -10,666 -38%
PWPS
1753
Pinnacle Wealth Planning Services
Ohio
$792K +$41K +986 +6%
CWM
1754
Chesapeake Wealth Management
Virginia
$791K -$17.9K -431 -2%
4WM
1755
49 Wealth Management
Texas
$791K +$481K +11,549 +196%
RW
1756
Rede Wealth
Virginia
$789K -$4.16K -100 -0.6%
VAM
1757
Verity Asset Management
North Carolina
$787K +$136K +3,274 +23%
V
1758
VeraBank
Texas
$787K -$127K -3,049 -15%
WEG
1759
World Equity Group
Illinois
$787K -$635K -15,250 -47%
PA
1760
Persium Advisors
Georgia
$786K +$40.3K +968 +6%
CWP
1761
Core Wealth Partners
California
$783K -$162K -3,885 -18%
RSA
1762
River Street Advisors
Illinois
$782K +$50.7K +1,218 +8%
WAG
1763
Wallace Advisory Group
California
$782K +$333 +8 +0%
CFP
1764
Catalyst Financial Partners
Massachusetts
$782K +$2.54K +61 +0.4%
MIM
1765
MTM Investment Management
South Carolina
$782K +$208 +5 +0%
NSB
1766
Norway Savings Bank
Maine
$781K -$107K -2,568 -13%
GFP
1767
Gryphon Financial Partners
Ohio
$776K +$55.4K +1,331 +8%
AWAP
1768
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$776K -$27.3K -655 -4%
HR
1769
Howe & Rusling
New York
$775K +$6.04K +145 +0.9%
CPWA
1770
Cerro Pacific Wealth Advisors
California
$774K -$35.1K -844 -4%
BTWM
1771
Baker Tilly Wealth Management
Wisconsin
$774K +$152K +3,654 +27%
TCM
1772
Telos Capital Management
California
$773K +$285K +6,841 +67%
VFG
1773
V2 Financial group
Illinois
$772K -$3.23M -77,469 -82%
HPBT
1774
Hickory Point Bank & Trust
Illinois
$772K -$6.74K -162 -0.9%
GSWA
1775
Good Steward Wealth Advisors
Tennessee
$769K +$706K +16,961 New
69 70
71
72 73