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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1476
Optas LLC
Texas
$910K +$20.3K +116 +2%
FMWA
1477
Forvis Mazars Wealth Advisors
Missouri
$908K +$238K +1,361 +37%
ACC
1478
Acorn Creek Capital
Colorado
$905K +$4.72K +27 +0.5%
AFG
1479
Albion Financial Group
Utah
$902K +$523K +2,992 +149%
CHM
1480
Collaborative Holdings Management
New York
$902K +$874K +5,000 New
JSL
1481
JT Stratford LLC
Georgia
$902K +$266K +1,520 +44%
CAM
1482
Creekmur Asset Management
Illinois
$900K -$595K -3,402 -41%
CFP
1483
Catalyst Financial Partners
Massachusetts
$899K +$94.4K +540 +10%
BIP
1484
Blueprint Investment Partners
North Carolina
$899K +$175K +999 +25%
GWMR
1485
GC Wealth Management RIA
Massachusetts
$892K +$864K +4,942 New
PA
1486
PSI Advisors
Florida
$889K -$296K -1,694 -26%
LWCFA
1487
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$888K +$12.2K +70 +1%
SXL
1488
Summit X LLC
Missouri
$887K -$99.5K -569 -10%
AOWM
1489
Alpha Omega Wealth Management
Virginia
$886K – – –
WQ
1490
Wealth Quarterback
New Jersey
$884K -$251K -1,435 -23%
TA
1491
TFG Advisers
Michigan
$883K +$9.27K +53 +1%
LWL
1492
Leo Wealth LLC
Texas
$879K +$68.4K +391 +9%
PPW
1493
Pasadena Private Wealth
California
$879K – – –
NIM
1494
Northeast Investment Management
Massachusetts
$877K – – –
PL
1495
Plancorp LLC
Missouri
$877K +$22K +126 +3%
AFP
1496
Ausdal Financial Partners
Iowa
$873K -$90.9K -520 -10%
AI
1497
Atom Investors
Texas
$872K -$2.34M -13,400 -73%
PCP
1498
Proficio Capital Partners
Massachusetts
$871K +$22.6K +129 +3%
PSCM
1499
Per Stirling Capital Management
Texas
$871K +$73.1K +418 +9%
VC
1500
Veracity Capital
Georgia
$870K +$123K +703 +17%
58 59
60
61 62