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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1376
Kingswood Wealth Advisors
California
$930K +$18.3K +127 +2%
SFA
1377
Souders Financial Advisors
Ohio
$929K +$177K +1,226 +30%
SWM
1378
Spire Wealth Management
Virginia
$925K -$239K -1,661 -24%
AL
1379
ARWA LLC
Texas
$924K +$870K +6,034 New
SCP
1380
Sivia Capital Partners
California
$923K -$200K -1,384 -21%
SHFA
1381
SC&H Financial Advisors
Maryland
$920K – – –
TGAM
1382
TBH Global Asset Management
Tennessee
$912K +$28.8K +200 +4%
RT
1383
Rockland Trust
Massachusetts
$912K -$2.16K -15 -0.3%
OP
1384
Oslo Pensjonsforsikring
$900K – – –
CA
1385
Cornerstone Advisory
Maryland
$896K +$36.8K +255 +5%
CT
1386
Coastline Trust
Rhode Island
$893K – – –
SAM
1387
Secure Asset Management
Michigan
$890K +$44.3K +307 +6%
NWWA
1388
New Wave Wealth Advisors
Arkansas
$889K +$726K +5,035 New
DE
1389
Defiance ETFs
New York
$888K +$159K +1,101 +27%
IIC
1390
Ironwood Investment Counsel
Arizona
$884K – – –
MAG
1391
MRA Advisory Group
New Jersey
$881K +$210K +1,458 +41%
RPGK
1392
Retirement Planning Group (Kansas)
Kansas
$881K +$46.6K +323 +7%
CL
1393
CSS LLC
Illinois
$871K +$712K +4,942 New
IUHSA
1394
Itau Unibanco Holding S.A.
Brazil
$869K +$249K +1,728 +54%
CP
1395
CenterBook Partners
Connecticut
$868K -$21.3M -147,404 -97%
VCM
1396
Versant Capital Management
Arizona
$861K -$137K -947 -16%
EFG
1397
Everhart Financial Group
Ohio
$860K +$34.2K +237 +5%
ACM
1398
Allred Capital Management
Texas
$859K +$432 +3 +0.1%
BFA
1399
Beaumont Financial Advisors
Massachusetts
$858K -$6.05K -42 -0.9%
CT
1400
Caldwell Trust
Florida
$856K +$21.6K +150 +3%
54 55
56
57 58