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Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1026
Global Assets Advisory
Florida
$72.2K +$60.2K +1,536 New
FCAS
1027
First Command Advisory Services
Texas
$72K +$37K +944 +161%
CT
1028
Coastline Trust
Rhode Island
$71.9K – – –
BCM
1029
Basso Capital Management
Connecticut
$70.5K – – –
CNBT
1030
Cornerstone National Bank & Trust
Illinois
$70.5K – – –
WIM
1031
Westside Investment Management
California
$69.6K -$4K -102 -6%
SWM
1032
SHP Wealth Management
Massachusetts
$69.6K +$2.94K +75 +5%
TCM
1033
Triumph Capital Management
Colorado
$67.7K -$1.14K -29 -2%
CPG
1034
Cornerstone Planning Group
New Jersey
$63.8K +$2.74K +70 +5%
APW
1035
Aventura Private Wealth
Florida
$63.5K – – –
WA
1036
Westfuller Advisors
New York
$63.1K – – –
CTA
1037
Colonial Trust Advisors
South Carolina
$63K +$7.76K +198 +17%
SFG
1038
Strive Financial Group
Indiana
$63K +$49.2K +1,257 +1,676%
JWA
1039
JFS Wealth Advisors
Pennsylvania
$63K -$1.06K -27 -2%
GWP
1040
Gen-Wealth Partners
Michigan
$63K – – –
MA
1041
Montag & Associates
Georgia
$61.4K +$5.92K +151 +13%
HBW
1042
Hazlett, Burt & Watson
West Virginia
$61K +$11.8K +300 +30%
VFM
1043
Vision Financial Markets
Connecticut
$60.4K – – –
LI
1044
LRI Investments
Florida
$60K – – –
N
1045
Natixis
France
$57.6K – – –
PWA
1046
Physician Wealth Advisors
Utah
$57.2K +$313 +8 +0.7%
CFFP
1047
Center for Financial Planning
Michigan
$56.9K – – –
FMP
1048
Financial Management Professionals
Texas
$56.9K – – –
CGA
1049
Compound Global Advisors
Washington
$56.4K +$47K +1,200 New
EI
1050
EFG International
$56.3K +$46.9K +1,198 New
40 41
42
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