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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1326
Armis Advisers
Georgia
$703K +$741K +3,603 New
NFG
1327
Nadler Financial Group
Illinois
$703K – – –
VA
1328
Valmark Advisers
Ohio
$702K +$1.23K +6 +0.2%
BFA
1329
Bragg Financial Advisors
North Carolina
$700K -$8.23K -40 -1%
EWM
1330
Edge Wealth Management
New York
$696K +$219K +1,065 +50%
FMWA
1331
Forvis Mazars Wealth Advisors
Missouri
$696K +$659K +3,204 New
I2I
1332
Insight 2811 Inc
Illinois
$694K +$8.43K +41 +1%
WIM
1333
WealthPlan Investment Management
Nebraska
$694K +$657K +3,196 New
EWA
1334
Emergent Wealth Advisors
New York
$693K +$324K +1,576 +97%
TCA
1335
Transcend Capital Advisors
New Jersey
$691K -$91.3K -444 -12%
SCA
1336
Southern Capital Advisors
Tennessee
$690K – – –
CA
1337
Crewe Advisors
Utah
$690K +$5.96K +29 +0.9%
CA
1338
Claris Advisors
Missouri
$689K – – –
SCA
1339
Sippican Capital Advisors
Massachusetts
$689K -$57.2K -278 -8%
IF
1340
Ironwood Financial
Arizona
$688K – – –
SOS
1341
Silver Oak Securities
Tennessee
$685K +$180K +877 +39%
BCG
1342
Breakwater Capital Group
New Jersey
$684K -$3.7K -18 -0.6%
RMDI
1343
R.M. Davis Inc
Maine
$682K +$9.67K +47 +2%
BOSSRA
1344
B.O.S.S. Retirement Advisors
Utah
$680K -$118K -572 -15%
PWA
1345
Primoris Wealth Advisors
Florida
$680K -$115K -560 -15%
FNBOO
1346
First National Bank of Omaha
Nebraska
$678K +$638K +3,104 New
LOWM
1347
Laurel Oak Wealth Management
New Jersey
$676K +$640K +3,114 New
PPH
1348
Pure Portfolios Holdings
Oregon
$673K -$13.6K -66 -2%
PCA
1349
Pallas Capital Advisors
Massachusetts
$673K -$148K -721 -19%
SWM
1350
SeaCrest Wealth Management
New York
$672K +$162K +788 +37%
52 53
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