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Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
1876
Ledyard National Bank
$609K +$34.2K +811 +6%
PWM
1877
Palacios Wealth Management
Florida
$609K +$669K +15,859 New
MC
1878
Mathes Company
New York
$606K -$1.05M -24,800 -62%
LF
1879
Lantz Financial
Illinois
$605K +$8.31K +197 +1%
LA
1880
Latitude Advisors
Florida
$603K -$844 -20 -0.1%
NAG
1881
Northstar Advisory Group
New Jersey
$602K -$16.5K -390 -3%
LAS
1882
Lloyd Advisory Services
Georgia
$600K +$32.3K +766 +5%
LAM
1883
L2 Asset Management
Massachusetts
$600K -$69.7K -1,652 -10%
VP
1884
Verum Partners
North Carolina
$599K -$42.3K -1,003 -6%
OWP
1885
Obermeyer Wealth Partners
Colorado
$598K -$102K -2,414 -14%
NERM
1886
New England Research & Management
Illinois
$597K -$42.4K -1,004 -6%
SMA
1887
Sage Mountain Advisors
Georgia
$596K +$52.9K +1,255 +9%
OL
1888
Optas LLC
Texas
$595K +$52.2K +1,238 +9%
HP
1889
Holistic Planning
Texas
$594K +$48.2K +1,142 +8%
ST
1890
Somerset Trust
Pennsylvania
$594K +$15.1K +359 +2%
SI
1891
Seeds Investor
New York
$592K -$26.8K -635 -4%
MWM
1892
Mosley Wealth Management
California
$592K +$76K +1,801 +14%
RC
1893
Rahlfs Capital
Texas
$591K +$624K +14,789 New
YIM
1894
Yoffe Investment Management
Pennsylvania
$591K +$624K +14,787 New
QCIG
1895
Quad-Cities Investment Group
Iowa
$591K +$96.5K +2,288 +18%
TCM
1896
Triumph Capital Management
Colorado
$591K +$22.7K +537 +4%
PCM
1897
Palisade Capital Management
New Jersey
$590K – – –
CIA
1898
Compass Ion Advisors
Pennsylvania
$590K -$61.4K -1,456 -9%
MWM
1899
MOKAN Wealth Management
Kansas
$589K +$621K +14,729 New
AO
1900
Advisor OS
Illinois
$588K +$16.9K +401 +3%
74 75
76
77 78