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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1626
Savior LLC
Massachusetts
$91K +$80.1K +427 New
CFG
1627
Citizens Financial Group
Rhode Island
$90K -$9.38K -50 -11%
LWM
1628
Liberty Wealth Management
California
$89K +$12.2K +65 +18%
JWA
1629
JFS Wealth Advisors
Pennsylvania
$87K +$77.1K +411 New
LFG
1630
Larson Financial Group
Missouri
$86K +$5.63K +30 +8%
CHAM
1631
Clear Harbor Asset Management
Connecticut
$85.7K +$75.8K +404 New
RAM
1632
Riggs Asset Management
Pennsylvania
$85K – – –
PCIA
1633
Prime Capital Investment Advisors
Kansas
$81K -$397K -2,116 -85%
OPS
1634
Orion Portfolio Solutions
Nebraska
$79K +$69.6K +371 New
IF
1635
Ironwood Financial
Arizona
$76K – – –
ACM
1636
Allred Capital Management
Texas
$72.5K +$64.2K +342 New
JFGIW
1637
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K -$8.26K -44 -12%
AWM
1638
Atticus Wealth Management
Florida
$71K +$62.9K +335 New
RG
1639
Retirement Group
California
$71K +$62.9K +335 New
CDIA
1640
Capital Directions Investment Advisors
Georgia
$71K +$63.2K +337 New
CAC
1641
Certified Advisory Corp
Florida
$69K – – –
MVIP
1642
Mar Vista Investment Partners
California
$69K +$9.19K +49 +18%
CT
1643
Caldwell Trust
Florida
$68.1K +$60.2K +321 New
TWA
1644
TCI Wealth Advisors
Arizona
$68K +$20.8K +111 +53%
SIS
1645
Sound Income Strategies
Florida
$66K +$938 +5 +2%
EP
1646
Elkhorn Partners
Nebraska
$64K +$56.3K +300 New
PMFA
1647
Plante Moran Financial Advisors
Michigan
$63K -$13.9K -74 -20%
TCOV
1648
Trust Company of Vermont
Vermont
$63K – – –
RFWA
1649
RPg Family Wealth Advisory
Massachusetts
$60.7K – – –
JCM
1650
Jacobi Capital Management
Pennsylvania
$58K +$1.88K +10 +4%
64 65
66
67 68