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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1826
Phillips Wealth Planners
Mississippi
$671K +$18.4K +441 +3%
MA
1827
MBA Advisors
Pennsylvania
$670K -$67.7K -1,623 -10%
EHWM
1828
Eads & Heald Wealth Management
Georgia
$669K -$15.5K -372 -2%
ATS
1829
Ashton Thomas Securities
New York
$666K +$619K +14,831 New
WWM
1830
Waterway Wealth Management
Texas
$666K +$160K +3,834 +35%
PCM
1831
Palisade Capital Management
New Jersey
$663K – – –
MCM
1832
Maple Capital Management
Vermont
$662K -$20.7K -496 -3%
FPB
1833
First PREMIER Bank
South Dakota
$661K -$22.5K -540 -4%
CV
1834
Counterweight Ventures
North Carolina
$661K – – –
MSWM
1835
McGlone Suttner Wealth Management
Wisconsin
$660K +$65.2K +1,562 +12%
DA
1836
Detalus Advisors
Missouri
$657K -$425K -10,187 -41%
KF
1837
Krilogy Financial
Missouri
$656K +$27.8K +665 +5%
MW
1838
MBL Wealth
North Carolina
$653K -$5.3K -127 -0.9%
DG
1839
DMC Group
Alabama
$652K +$11.3K +270 +2%
AFM
1840
Abbot Financial Management
Massachusetts
$652K – – –
ST
1841
Somerset Trust
Pennsylvania
$651K -$80.6K -1,931 -12%
MIA
1842
MeadowBrook Investment Advisors
Michigan
$650K +$390K +9,356 +183%
SIA
1843
Schechter Investment Advisors
Michigan
$649K +$122K +2,931 +25%
VCM
1844
Virtue Capital Management
Tennessee
$648K -$230K -5,518 -28%
LNB
1845
Ledyard National Bank
$648K -$49.2K -1,180 -8%
KSB
1846
Kennebec Savings Bank
Maine
$648K +$602K +14,420 New
WIA
1847
Wetzel Investment Advisors
Indiana
$645K +$38.4K +920 +7%
FWM
1848
Focused Wealth Management
New York
$645K +$8.26K +198 +1%
AO
1849
Advisor OS
Illinois
$643K +$68.5K +1,641 +13%
AWE
1850
Avidian Wealth Enterprises
Texas
$643K -$20.9K -500 -3%
72 73
74
75 76