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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1451
Ethos Financial Group
Pennsylvania
$760K +$360K +3,311 +162%
LF
1452
LifePlan Financial
Minnesota
$759K -$69.7K -640 -11%
CWM
1453
Calamos Wealth Management
Illinois
$758K +$84.7K +778 +17%
SCP
1454
Sivia Capital Partners
California
$758K +$323K +2,970 +125%
CFD
1455
Creative Financial Designs
Indiana
$756K +$150K +1,376 +35%
NP
1456
Ninepoint Partners
Ontario, Canada
$756K +$168K +1,545 +41%
AWM
1457
Accel Wealth Management
Iowa
$755K +$44K +404 +8%
1IA
1458
1834 Investment Advisors
Wisconsin
$755K -$8.71K -80 -1%
AWC
1459
Adamsbrown Wealth Consultants
Kansas
$754K -$12.2K -112 -2%
JAG
1460
Journey Advisory Group
Kentucky
$752K +$32.7K +300 +6%
SC
1461
Soundwatch Capital
Connecticut
$751K +$136K +1,248 New
WEG
1462
World Equity Group
Illinois
$751K -$19.4K -178 -3%
MW
1463
MBL Wealth
North Carolina
$748K +$255K +2,343 +80%
CWG
1464
Cornerstone Wealth Group
North Carolina
$748K -$7.4K -68 -1%
SIM
1465
Sentry Investment Management
Wisconsin
$748K – – –
LFM
1466
LGT Fund Management
Liechtenstein
$747K -$2.89M -26,500 -83%
HIA
1467
Harbor Investment Advisory
Maryland
$746K +$41.3K +379 +8%
GTAM
1468
Global Trust Asset Management
Florida
$745K +$406K +3,729 +245%
CH
1469
Cromwell Holdings
Wyoming
$745K +$63.3K +581 +12%
PK
1470
Pflug Koory
Nebraska
$742K +$14.5K +133 +3%
LWCFA
1471
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$742K -$102K -941 -15%
TCOV
1472
Trust Company of Vermont
Vermont
$740K +$110K +1,010 +24%
CCA
1473
Coign Capital Advisors
Utah
$740K +$11.4K +105 +2%
FSA
1474
Fort Sheridan Advisors
Illinois
$740K +$183K +1,680 +48%
LWL
1475
Leo Wealth LLC
Texas
$739K +$333K +3,059 +142%
57 58
59
60 61