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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1026
Cornerstone Advisory
Maryland
$387K +$13.6K +200 +4%
CIA
1027
Choate Investment Advisors
Massachusetts
$385K -$45.8K -671 -10%
FFA
1028
Florida Financial Advisors
Florida
$384K +$23.9K +350 +6%
RL
1029
Retireful LLC
Michigan
$382K +$392K +5,739 New
NAS
1030
Nicolet Advisory Services
Wisconsin
$381K +$4.3K +63 +1%
AWP
1031
Ascent Wealth Partners
New York
$380K +$2.39K +35 +0.6%
EE
1032
EWG Elevate
California
$374K -$409 -6 -0.1%
CC
1033
Centiva Capital
New York
$369K -$1.13M -16,538 -75%
WA
1034
Waverly Advisors
Alabama
$366K +$94.6K +1,387 +33%
NWMG
1035
Nicholson Wealth Management Group
South Carolina
$365K +$379K +5,561 New
SHJ
1036
Sharkey, Howes & Javer
Colorado
$364K -$24.4K -358 -6%
SCM
1037
SCS Capital Management
Massachusetts
$364K +$379K +5,550 New
AWA
1038
Aaron Wealth Advisors
Illinois
$362K -$84.7K -1,241 -18%
IAN
1039
Integrated Advisors Network
Texas
$362K +$171K +2,502 +83%
DADC
1040
D.A. Davidson & Co
Montana
$362K -$573K -8,404 -60%
PCIA
1041
Prime Capital Investment Advisors
Kansas
$360K +$87.1K +1,277 +30%
CDDEC
1042
Caisse Des Depots Et Consignations
France
$355K – – –
OAJ
1043
Ogorek Anthony Joseph
New York
$355K +$369K +5,415 New
PWP
1044
Phillips Wealth Planners
Mississippi
$352K +$153K +2,236 +71%
TWM
1045
Tradition Wealth Management
Minnesota
$352K +$6.82K +100 +2%
ST
1046
Smithfield Trust
Pennsylvania
$350K – – –
SW
1047
SVB Wealth
Massachusetts
$350K -$1.77K -26 -0.5%
CFP
1048
Catalyst Financial Partners
Massachusetts
$345K +$18.4K +269 +5%
SHFA
1049
SC&H Financial Advisors
Maryland
$342K – – –
WWM
1050
Western Wealth Management
Colorado
$342K +$29.6K +434 +9%
40 41
42
43 44