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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
851
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.43M -$37.9K -170 -3%
AWM
852
Altium Wealth Management
New York
$1.43M +$95.5K +428 +7%
RWB
853
RMR Wealth Builders
New Jersey
$1.43M +$63.3K +284 +5%
ACM
854
Alta Capital Management
Utah
$1.42M -$1.42M -6,359 -50%
CIA
855
Choate Investment Advisors
Massachusetts
$1.41M +$20.1K +90 +1%
WSC
856
Wellington Shields & Co
New York
$1.41M -$128K -575 -8%
MWM
857
Meridian Wealth Management
Kentucky
$1.41M -$74.7K -335 -5%
FMN
858
Financial Management Network
California
$1.41M -$83.6K -375 -6%
EHC
859
Everett Harris & Co
California
$1.4M +$892 +4 +0.1%
TCM
860
Tandem Capital Management
New Jersey
$1.4M +$10.5K +47 +0.7%
DT
861
Diversified Trust
Tennessee
$1.39M +$333K +1,494 +31%
CCP
862
Cunning Capital Partners
North Carolina
$1.38M – – –
PA
863
Parallel Advisors
California
$1.38M +$48.8K +219 +4%
SMC
864
Smith, Moore & Co
Missouri
$1.38M +$33.5K +150 +2%
WCG
865
Weaver Consulting Group
California
$1.36M +$2.9K +13 +0.2%
AF
866
Advisornet Financial
Minnesota
$1.36M -$198K -889 -13%
CW
867
CreativeOne Wealth
Kansas
$1.36M +$211K +947 +18%
BHBT
868
Burke & Herbert Bank & Trust
Virginia
$1.36M -$4.68K -21 -0.3%
QFA
869
Quattro Financial Advisors
Texas
$1.36M +$1.41M +6,326 New
SS
870
Sunbelt Securities
Texas
$1.35M – – –
CGL
871
Clarius Group LLC
Washington
$1.34M -$16.3K -73 -1%
WP
872
WealthSource Partners
California
$1.34M -$47.9K -215 -3%
SIM
873
Sonora Investment Management
Arizona
$1.34M +$30.8K +138 +2%
WT
874
Washington Trust
Rhode Island
$1.34M -$35.7K -160 -3%
CRWM
875
Castle Rock Wealth Management
California
$1.33M +$135K +605 +11%
33 34
35
36 37