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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1801
ShoreHaven Wealth Partners
New Jersey
$707K +$1.34K +31 +0.2%
VH
1802
Visionary Horizons
Tennessee
$706K -$14.4K -333 -2%
WGC
1803
Watts Gwilliam & Co
Arizona
$705K – – –
HPBT
1804
Hickory Point Bank & Trust
Illinois
$704K -$39K -900 -5%
CPWA
1805
Cerro Pacific Wealth Advisors
California
$703K -$151K -3,486 -18%
EI
1806
Ellevest Inc
New York
$702K -$144K -3,329 -17%
FMTC
1807
Farmers & Merchants Trust Company
California
$702K -$299K -6,907 -30%
GAG
1808
GM Advisory Group
New York
$702K +$328K +7,572 +90%
TWP
1809
Triad Wealth Partners
Kansas
$700K +$99.7K +2,303 +17%
DOA
1810
D'Orazio & Associates
Virginia
$700K +$78.7K +1,818 +13%
SN
1811
Sittner & Nelson
Oregon
$700K +$43.3K +1,000 +7%
CWP
1812
Core Wealth Partners
California
$697K -$7.62K -176 -1%
RBFC
1813
Roman Butler Fullerton & Co
Missouri
$695K -$5.24K -121 -0.7%
AWE
1814
Avidian Wealth Enterprises
Texas
$694K +$61.6K +1,422 +10%
CG
1815
Corundum Group
Colorado
$693K +$683K +15,771 New
CCG
1816
Ceeto Capital Group
Florida
$693K – – –
PWAM
1817
Private Wealth Asset Management
Iowa
$693K -$17.4K -402 -2%
VFG
1818
Victory Financial Group
Texas
$692K +$4.24K +98 +0.6%
CWP
1819
CFM Wealth Partners
Texas
$692K – – –
PCM
1820
Permanent Capital Management
Illinois
$691K +$680K +15,715 New
IPW
1821
Inlet Private Wealth
Florida
$688K -$5.8K -134 -0.8%
SC
1822
Sapient Capital
Indiana
$688K -$13K -300 -2%
ADMI
1823
Albert D. Mason Inc
Massachusetts
$687K +$2.25K +52 +0.3%
NIM
1824
Nexus Investment Management
Ontario, Canada
$686K – – –
WPW
1825
Waldron Private Wealth
Pennsylvania
$683K +$30.5K +704 +5%
71 72
73
74 75