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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
2076
Tyler-Stone Wealth Management
Ohio
$528K – – –
EFG
2077
Ethos Financial Group
Pennsylvania
$527K +$328K +1,225 +173%
UWP
2078
Uniting Wealth Partners
Kansas
$527K – – –
ACP
2079
Aviance Capital Partners
Florida
$527K +$20.3K +76 +4%
BFPW
2080
BOK Financial Private Wealth
Colorado
$527K -$765K -2,862 -60%
GAA
2081
Guardian Asset Advisors
Pennsylvania
$525K +$33.2K +124 +7%
DIM
2082
Delta Investment Management
California
$525K -$47.1K -176 -8%
PFA
2083
Pure Financial Advisors
California
$524K +$23.3K +87 +5%
CWA
2084
Clarity Wealth Advisors
California
$524K +$42.8K +160 +9%
IRC
2085
Investors Research Corp
Georgia
$523K – – –
BGA
2086
Battery Global Advisors
Massachusetts
$523K – – –
HA
2087
Herold Advisors
New York
$522K +$97.6K +365 +24%
BFA
2088
Beacon Financial Advisory
Ohio
$520K -$73.3K -274 -13%
WA
2089
Waddell & Associates
Tennessee
$520K +$112K +419 +28%
AC
2090
Allstate Corporation
Illinois
$518K -$8.71M -32,575 -94%
AIM
2091
Advyzon Investment Management
Illinois
$514K +$184K +687 +57%
SWP
2092
Semus Wealth Partners
Florida
$514K +$7.22K +27 +1%
RFS
2093
Richardson Financial Services
Massachusetts
$513K +$26.7K +100 +6%
BOPW
2094
Brandywine Oak Private Wealth
Pennsylvania
$513K -$535 -2 -0.1%
ISWM
2095
Independent Solutions Wealth Management
New York
$510K -$10.2K -38 -2%
TVAMP
2096
Tennessee Valley Asset Management Partners
Tennessee
$507K +$13.9K +52 +3%
MPM
2097
Meritage Portfolio Management
Kansas
$506K -$16.3K -61 -3%
OIS
2098
OneAscent Investment Solutions
Alabama
$506K +$5.35K +20 +1%
FLP
2099
Financial Life Planners
Arizona
$506K -$12.8K -48 -3%
HL
2100
HeadInvest LLC
Maine
$506K -$66.8K -250 -12%
82 83
84
85 86