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Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
1126
APS Management Group
California
$923K +$971K +4,307 New
APP
1127
Avantax Planning Partners
Iowa
$921K +$23.7K +105 +3%
NW
1128
NewEdge Wealth
Pennsylvania
$921K +$7.89K +35 +0.8%
SR
1129
Syntax Research
Florida
$921K -$55.9K -248 -5%
NW
1130
Naviter Wealth
Arkansas
$918K -$8.57K -38 -0.9%
CVM
1131
Cheviot Value Management
California
$915K +$712K +3,160 +338%
CRC
1132
Curi RMB Capital
Illinois
$911K +$184K +818 +24%
SIAG
1133
Safeguard Investment Advisory Group
California
$908K -$23K -102 -2%
PIA
1134
Perennial Investment Advisors
California
$906K -$22.8K -101 -2%
EM
1135
ELCO Management
New York
$906K -$54.3K -241 -5%
AC
1136
Avestar Capital
New York
$904K -$25.7K -114 -3%
HR
1137
Hardy Reed
Mississippi
$904K +$944K +4,187 New
FHA
1138
Flagship Harbor Advisors
Massachusetts
$902K -$25.3K -112 -3%
ME
1139
McIlrath & Eck
Washington
$900K -$56.8K -252 -6%
CAC
1140
Certified Advisory Corp
Florida
$898K -$902 -4 -0.1%
BWAM
1141
Boyd Watterson Asset Management
Ohio
$897K – – –
WWA
1142
Wisconsin Wealth Advisors
Wisconsin
$896K -$451 -2 -0%
JF
1143
Jump Financial
Illinois
$895K -$4.33M -19,223 -82%
HWM
1144
Hohimer Wealth Management
Washington
$895K -$9.92K -44 -1%
RIM
1145
RW Investment Management
Idaho
$895K -$123K -544 -12%
HAM
1146
Harmony Asset Management
Arizona
$894K +$16.9K +75 +2%
ACM
1147
Alta Capital Management
Utah
$894K +$45.1K +200 +5%
GCC
1148
Game Creek Capital
Massachusetts
$894K +$933K +4,140 New
OBWG
1149
Onyx Bridge Wealth Group
New York
$893K +$66.1K +293 +8%
EWA
1150
Exencial Wealth Advisors
Oklahoma
$891K -$172K -764 -16%
44 45
46
47 48