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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
4251
Acute Investment Advisory
Arizona
$647K +$8.26K +56 +1%
CCA
4252
Cravens & Co Advisors
Tennessee
$646K +$443 +3 +0.1%
RWA
4253
Redmont Wealth Advisors
Illinois
$646K -$1.05M -7,102 -64%
IAA
4254
Ironsides Asset Advisors
North Carolina
$645K – – –
NEPPG
4255
New England Professional Planning Group
Rhode Island
$644K -$148 -1 -0%
LG
4256
LAM Group
Oregon
$644K +$8.71K +59 +2%
VIA
4257
Virtus Investment Advisers
Connecticut
$643K – – –
JFGLC
4258
Johnson Financial Group LLC (Colorado)
Colorado
$643K +$7.08K +48 +1%
SCI
4259
Stableford Capital II
Arizona
$643K -$4.13M -27,964 -85%
RWM
4260
Reston Wealth Management
Virginia
$636K -$98.7K -669 -15%
BFS
4261
Beacon Financial Strategies
North Carolina
$630K – – –
MWM
4262
Maripau Wealth Management
Indiana
$626K -$713K -4,832 -56%
NOCM
4263
Night Owl Capital Management
Connecticut
$626K – – –
SMG
4264
Smart Money Group
Texas
$625K -$148 -1 -0%
SFMG
4265
Sage Financial Management Group
Virginia
$624K -$21.1K -143 -4%
KFP
4266
KB Financial Partners
New Jersey
$623K +$10.2K +69 +2%
BWM
4267
Blossom Wealth Management
California
$617K -$7.23K -49 -1%
LIA
4268
Luken Investment Analytics
Tennessee
$613K – – –
CWM
4269
Cadence Wealth Management
Massachusetts
$613K – – –
BAM
4270
Boyar Asset Management
New York
$609K – – –
BMCM
4271
Burns Matteson Capital Management
New York
$605K +$295 +2 +0.1%
CWA
4272
Carolina Wealth Advisors
South Carolina
$604K -$34.2K -232 -6%
LSA
4273
Lansing Street Advisors
Pennsylvania
$604K +$295 +2 +0.1%
SPAS
4274
Spectrum Planning & Advisory Services
California
$600K -$14.8K -100 -3%
MA
4275
MAS Advisors
Florida
$599K -$234K -1,585 -30%
169 170
171
172 173