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Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
1576
United Advisor Group
Ohio
$452K +$3.5K +17 +0.8%
TWA
1577
TCI Wealth Advisors
Arizona
$449K +$15.4K +75 +4%
TW
1578
Tempo Wealth
Ohio
$448K +$424K +2,062 New
SWM
1579
SHP Wealth Management
Massachusetts
$448K +$424K +2,061 New
FWM
1580
FMB Wealth Management
California
$446K – – –
CCM
1581
Chickasaw Capital Management
Tennessee
$446K -$67.9K -330 -14%
SFG
1582
SageGuard Financial Group
Tennessee
$446K +$422K +2,054 New
RFN
1583
RDA Financial Network
Iowa
$445K +$823 +4 +0.2%
PFP
1584
Paragon Financial Partners
California
$445K +$41.1K +200 +11%
PWAM
1585
Private Wealth Asset Management
Iowa
$445K +$55.1K +268 +15%
IWA
1586
Inspirion Wealth Advisors
Illinois
$444K +$421K +2,047 New
TTWM
1587
TCV Trust & Wealth Management
Virginia
$444K +$421K +2,046 New
LWA
1588
Lantern Wealth Advisors
New York
$443K +$420K +2,040 New
LA
1589
Lifeworks Advisors
Michigan
$442K -$38.9K -189 -8%
AW
1590
Alchemi Wealth
Connecticut
$442K +$419K +2,035 New
EBWM
1591
Eagle Bluffs Wealth Management
Missouri
$440K – – –
SW
1592
SVB Wealth
Massachusetts
$439K -$274K -1,331 -40%
DI
1593
Decision Investments
California
$438K +$415K +2,016 New
CAG
1594
Csenge Advisory Group
Florida
$437K +$10.3K +50 +3%
MCA
1595
Magnolia Capital Advisors
Mississippi
$436K +$41.3K +201 +11%
HNWAG
1596
High Net Worth Advisory Group
Florida
$435K -$210K -1,020 -34%
PHAM
1597
Palisades Hudson Asset Management
Florida
$435K – – –
WBC
1598
West Branch Capital
Massachusetts
$434K -$411K -2,000 -50%
C1AG
1599
Client 1st Advisory Group
Florida
$434K +$51.4K +250 +14%
PPW
1600
Pasadena Private Wealth
California
$433K – – –
62 63
64
65 66