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Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
1301
Sharkey, Howes & Javer
Colorado
$701K – – –
LSA
1302
Leonteq Securities AG
Switzerland
$701K +$207K +1,474 +36%
NWAG
1303
Net Worth Advisory Group
Utah
$699K +$247K +1,754 +46%
SA
1304
Sovran Advisors
California
$698K +$390K +2,768 +141%
MWPCG
1305
Measured Wealth Private Client Group
New Hampshire
$695K -$70.4K -500 -8%
CS
1306
Clear Street
New York
$693K +$772K +5,488 New
ITG
1307
Index Technologies Group
New York
$692K -$5.63K -40 -0.7%
MAM
1308
Morse Asset Management
Connecticut
$692K +$323K +2,296 +72%
OAJ
1309
Ogorek Anthony Joseph
New York
$685K -$3.52K -25 -0.5%
FHC
1310
First Horizon Corporation
Tennessee
$684K -$2.81K -20 -0.4%
CPA
1311
Capital Performance Advisors
California
$682K -$845 -6 -0.1%
QC
1312
Quent Capital
New York
$677K -$4.93K -35 -0.6%
KFC
1313
Klingenstein Fields & Co
New York
$675K +$2.11K +15 +0.3%
CFA
1314
Collaborative Fund Advisors
Nevada
$674K +$751K +5,336 New
NFG
1315
Nations Financial Group
Iowa
$674K +$9.15K +65 +1%
GM
1316
GeoWealth Management
Illinois
$669K -$628K -4,458 -46%
AWA
1317
Acumen Wealth Advisors
Tennessee
$667K +$742K +5,272 New
ST
1318
Smithfield Trust
Pennsylvania
$666K – – –
PWPS
1319
Pinnacle Wealth Planning Services
Ohio
$660K +$9.29K +66 +1%
SHFA
1320
SC&H Financial Advisors
Maryland
$660K – – –
MMA
1321
Miracle Mile Advisors
California
$658K +$32.7K +232 +5%
ICP
1322
Impact Capital Partners
Colorado
$655K +$27K +192 +4%
WANY
1323
Wealthspire Advisors (New York)
New York
$655K -$954K -6,777 -57%
RT
1324
Rockland Trust
Massachusetts
$655K -$45K -320 -6%
KWA
1325
Kingswood Wealth Advisors
California
$651K +$290K +2,062 +67%
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