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Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
1626
TD Private Client Wealth
New York
$93.3K +$82.6K +440 New
SL
1627
Savior LLC
Massachusetts
$91K +$80.1K +427 New
CFG
1628
Citizens Financial Group
Rhode Island
$90K -$9.38K -50 -11%
LWM
1629
Liberty Wealth Management
California
$89K +$12.2K +65 +18%
JWA
1630
JFS Wealth Advisors
Pennsylvania
$87K +$77.1K +411 New
LFG
1631
Larson Financial Group
Missouri
$86K +$5.63K +30 +8%
CHAM
1632
Clear Harbor Asset Management
Connecticut
$85.7K +$75.8K +404 New
RAM
1633
Riggs Asset Management
Pennsylvania
$85K – – –
PCIA
1634
Prime Capital Investment Advisors
Kansas
$81K -$397K -2,116 -85%
OPS
1635
Orion Portfolio Solutions
Nebraska
$79K +$69.6K +371 New
IF
1636
Ironwood Financial
Arizona
$76K – – –
ACM
1637
Allred Capital Management
Texas
$72.5K +$64.2K +342 New
JFGIW
1638
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K -$8.26K -44 -12%
AWM
1639
Atticus Wealth Management
Florida
$71K +$62.9K +335 New
RG
1640
Retirement Group
California
$71K +$62.9K +335 New
CDIA
1641
Capital Directions Investment Advisors
Georgia
$71K +$63.2K +337 New
CAC
1642
Certified Advisory Corp
Florida
$69K – – –
MVIP
1643
Mar Vista Investment Partners
California
$69K +$9.19K +49 +18%
CT
1644
Caldwell Trust
Florida
$68.1K +$60.2K +321 New
TWA
1645
TCI Wealth Advisors
Arizona
$68K +$20.8K +111 +53%
SIS
1646
Sound Income Strategies
Florida
$66K +$938 +5 +2%
EP
1647
Elkhorn Partners
Nebraska
$64K +$56.3K +300 New
PMFA
1648
Plante Moran Financial Advisors
Michigan
$63K -$13.9K -74 -20%
TCOV
1649
Trust Company of Vermont
Vermont
$63K – – –
RFWA
1650
RPg Family Wealth Advisory
Massachusetts
$60.7K – – –
64 65
66
67 68