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Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1051
VestGen Advisors
Illinois
$634K -$16.2K -198 -3%
AWM
1052
Aprio Wealth Management
Georgia
$632K +$13.2K +161 +3%
SW
1053
SMART Wealth
Nebraska
$625K +$518K +6,328 New
BCM
1054
Brookstone Capital Management
Illinois
$625K +$13.4K +164 +3%
OWA
1055
Outlook Wealth Advisors
Texas
$624K -$13.7K -167 -3%
WA
1056
Waterford Advisors
New York
$621K +$11.8M +144,576 New
NFG
1057
Nations Financial Group
Iowa
$620K -$981 -12 -0.2%
BA
1058
Bridgewater Advisors
New York
$619K +$14.8K +181 +3%
EFP
1059
Elser Financial Planning
Indiana
$619K – – –
EFG
1060
Ethos Financial Group
Pennsylvania
$617K +$511K +6,246 New
AIM
1061
Athena Investment Management
California
$615K -$5.07K -62 -1%
RT
1062
Rockland Trust
Massachusetts
$607K -$43.8K -535 -8%
AZ
1063
Alpha Zero
Florida
$606K – – –
FFS
1064
Fortress Financial Solutions
Arizona
$605K -$17.7K -217 -3%
MA
1065
Mutual Advisors
Nebraska
$602K -$121K -1,482 -21%
AWA
1066
Alta Wealth Advisors
Massachusetts
$602K +$498K +6,093 New
AIM
1067
Advyzon Investment Management
Illinois
$598K +$250K +3,051 +102%
KIM
1068
Kane Investment Management
California
$593K +$491K +6,008 New
PCIA
1069
Prime Capital Investment Advisors
Kansas
$592K +$42K +514 +9%
MWPCG
1070
Measured Wealth Private Client Group
New Hampshire
$592K -$82 -1 -0%
GL
1071
Graypoint LLC
New York
$591K -$23.9K -292 -5%
DT
1072
Diversified Trust
Tennessee
$590K -$875K -10,695 -64%
WWM
1073
Western Wealth Management
Colorado
$590K +$61.5K +752 +14%
AA
1074
Alta Advisers
United Kingdom
$589K – – –
NPF
1075
Norris Perne & French
Michigan
$585K – – –
41 42
43
44 45