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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2851
Laraway Financial Advisors
Minnesota
$622K – – –
SAM
2852
Stembrook Asset Management
New Jersey
$622K – – –
CIA
2853
Cladis Investment Advisory
Montana
$621K +$105 +1 +0%
RFG
2854
RFP Financial Group
Georgia
$621K +$51.5K +492 +10%
CIG
2855
Cascade Investment Group
Colorado
$620K – – –
1WM
2856
1900 Wealth Management
Texas
$620K +$30.6K +293 +6%
E
2857
Evansbrook
Illinois
$619K -$5.23K -50 -0.9%
CWAF
2858
Core Wealth Advisors (Florida)
Florida
$619K +$132K +1,264 +32%
CW
2859
Channel Wealth
California
$618K -$15.7K -150 -3%
FHWM
2860
Fox Hill Wealth Management
Massachusetts
$618K +$52.7K +504 +11%
WF
2861
WealthPoint Financial
North Carolina
$618K -$137K -1,310 -20%
WG
2862
Watchman Group
Texas
$617K +$15.6K +149 +3%
JSL
2863
JT Stratford LLC
Georgia
$617K -$170K -1,621 -24%
CFA
2864
Capstone Financial Advisors
Illinois
$615K +$4.29K +41 +0.8%
RBC
2865
Roble Belko & Company
Pennsylvania
$615K -$14.4K -138 -3%
PWM
2866
Palacios Wealth Management
Florida
$614K -$14.8K -142 -3%
SDWMA
2867
Schneider Downs Wealth Management Advisors
Pennsylvania
$613K -$39.7K -380 -7%
KWM
2868
Kaydan Wealth Management
Michigan
$613K – – –
NC
2869
North Capital
Utah
$613K – – –
EFG
2870
Everest Financial Group
Minnesota
$613K -$5.23K -50 -0.9%
KFAS
2871
Keating Financial Advisory Services
Kansas
$611K +$1.99K +19 +0.4%
RK
2872
Rather & Kittrell
Tennessee
$611K +$23.3K +223 +4%
MWM
2873
Mattern Wealth Management
Kansas
$610K +$18.1K +173 +3%
GA
2874
GSG Advisors
New Jersey
$610K +$3.56K +34 +0.7%
MW
2875
Maia Wealth
Colorado
$610K -$48.9K -468 -8%
113 114
115
116 117