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Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1826
Beacon Investment Advisors
Maryland
$611K +$12.4K +308 +2%
JAG
1827
Journey Advisory Group
Kentucky
$610K – – –
MSWM
1828
McGlone Suttner Wealth Management
Wisconsin
$610K +$57K +1,414 +11%
HR
1829
Howe & Rusling
New York
$610K -$60.3K -1,496 -9%
E3F
1830
Eight 31 Financial
Texas
$609K -$385K -9,557 -40%
FWM
1831
Focused Wealth Management
New York
$607K +$26.8K +664 +5%
MWM
1832
Modern Wealth Management
Kansas
$607K +$96.1K +2,383 +20%
PP
1833
PFS Partners
New Jersey
$606K -$20.7K -514 -3%
DTC
1834
Davidson Trust Company
Washington
$606K +$32.6K +807 +6%
BOPW
1835
Brandywine Oak Private Wealth
Pennsylvania
$604K -$1.77K -44 -0.3%
HWM
1836
Horizon Wealth Management
Illinois
$603K -$207K -5,133 -26%
PA
1837
Prossimo Advisors
California
$603K -$23.7K -587 -4%
AC
1838
Allstate Corporation
Illinois
$602K -$8.43K -209 -1%
RSA
1839
River Street Advisors
Illinois
$600K +$32.7K +810 +6%
PP
1840
Patron Partners
Texas
$599K -$33.4K -829 -5%
GIM
1841
Grassi Investment Management
California
$599K -$48.2K -1,195 -8%
RSWM
1842
Robertson Stephens Wealth Management
California
$592K +$101K +2,496 +21%
QFA
1843
Quantum Financial Advisors
California
$592K +$173K +4,296 +44%
DAM
1844
Derbend Asset Management
Georgia
$591K +$5.57K +138 +1%
CAM
1845
Campion Asset Management
Virginia
$591K +$13.7K +340 +2%
KF
1846
Krilogy Financial
Missouri
$591K -$31.2K -773 -5%
MCM
1847
McKinley Capital Management
Alaska
$590K +$9.2K +228 +2%
CBA
1848
Coastal Bridge Advisors
Connecticut
$585K -$31.4K -779 -5%
OFS
1849
OneAscent Financial Services
Alabama
$585K -$8.43K -209 -1%
MW
1850
MBL Wealth
North Carolina
$585K -$44K -1,091 -7%
72 73
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75 76