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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1751
Rooted Wealth Advisors
Illinois
$224K +$249K +899 New
JWM
1752
JGP Wealth Management
Oregon
$223K -$3.88K -14 -2%
AAM
1753
Azzad Asset Management
Virginia
$222K -$1.65M -5,973 -87%
DE
1754
Diversified Enterprises
Delaware
$222K -$285K -1,029 -53%
RYIA
1755
Roehl & Yi Investment Advisors
Oregon
$222K +$42.1K +152 +0.8%
SP
1756
Symmetry Partners
Connecticut
$222K +$253K +915 New
CFO
1757
Cambient Family Office
Michigan
$221K +$29.1K +105 +13%
HCWM
1758
Hidden Cove Wealth Management
Washington
$220K -$20.5K -74 -8%
JIC
1759
Joel Isaacson & Co
New York
$220K +$65.9K +238 +36%
AIM
1760
Acropolis Investment Management
Missouri
$219K -$39.3K -142 -14%
BDL
1761
Banque de Luxembourg
Luxembourg
$219K -$18.8K -68 -7%
MA
1762
MONECO Advisors
Connecticut
$219K +$18.8K +68 +8%
FCA
1763
FLC Capital Advisors
California
$218K -$97.2K -351 -28%
AA
1764
Advisory Alpha
Michigan
$218K -$10.5K -38 -4%
RPCONE
1765
Retirement Planning Company of New England
Rhode Island
$218K -$10.2K -37 -4%
WIA
1766
Wealthedge Investment Advisors
New York
$218K +$1.11K +4 +0.4%
RWP
1767
Ridgecrest Wealth Partners
California
$218K – – –
DW30
1768
Drucker Wealth 3.0
New Jersey
$217K -$17.7K -64 -7%
RWFS
1769
Rayburn West Financial Services
Tennessee
$217K +$247K +893 New
CI
1770
Corient IA
Florida
$216K -$30.5K -110 -11%
VNA
1771
Valley National Advisers
Pennsylvania
$215K -$43.5K -157 -15%
MYIA
1772
Mount Yale Investment Advisors
Colorado
$215K +$245K +884 New
SPC
1773
Spirepoint Private Client
Florida
$215K -$38K -137 -13%
AIM
1774
Advyzon Investment Management
Illinois
$214K +$81.4K +294 +50%
WCM
1775
Winthrop Capital Management
Indiana
$214K +$58.2K +210 +31%
69 70
71
72 73