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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
801
Palumbo Wealth Management
New York
$297K +$1.09K +9 +0.4%
FLPIM
802
F.L. Putnam Investment Management
Massachusetts
$296K +$3.27K +27 +1%
WF
803
Welch & Forbes
Massachusetts
$295K -$1.82K -15 -0.6%
DWM
804
Destination Wealth Management
California
$294K -$23.1K -191 -8%
LFA
805
Legacy Financial Advisors
Kentucky
$294K +$278K +2,298 New
SVWAG
806
Sound View Wealth Advisors Group
Georgia
$294K +$273K +2,251 New
UAML
807
US Asset Management LLC
Pennsylvania
$294K +$278K +2,298 New
GIA
808
Gladstone Institutional Advisory
Florida
$292K +$13.8K +114 +5%
WA
809
WealthTrust Axiom
Pennsylvania
$292K – – –
BFA
810
Benedict Financial Advisors
Georgia
$292K -$8.36K -69 -3%
BDF
811
Black Diamond Financial
Maryland
$291K – – –
TL
812
Tradewinds LLC
North Carolina
$291K +$503K +4,154 New
PAMG
813
Patton Albertson Miller Group
Tennessee
$288K -$21.8K -180 -7%
VDI
814
Vaughan David Investments
Illinois
$287K – – –
IA
815
IFG Advisory
Georgia
$285K -$18.3K -151 -6%
ACM
816
Acrisure Capital Management
Texas
$284K +$269K +2,217 New
BMC
817
Beaton Management Company
Massachusetts
$283K – – –
OA
818
Oxbow Advisors
Texas
$281K – – –
PL
819
Plancorp LLC
Missouri
$280K +$3.03K +25 +1%
JWM
820
JGP Wealth Management
Oregon
$280K +$484 +4 +0.2%
SWA
821
SOA Wealth Advisors
New York
$280K +$969 +8 +0.4%
SIS
822
Sound Income Strategies
Florida
$279K – – –
OWM
823
OneAscent Wealth Management
Alabama
$279K +$19.4K +160 +8%
BFC
824
Blue Fin Capital
Rhode Island
$279K – – –
WP
825
WMS Partners
Maryland
$279K -$4.97K -41 -2%
31 32
33
34 35