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Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
1801
Sargent Bickham Lagudis
Colorado
$826K +$19K +405 +3%
WWM
1802
Windsor Wealth Management
Indiana
$821K +$91K +1,938 +14%
WDC
1803
Woodward Diversified Capital
California
$819K -$54.6K -1,164 -7%
RFG
1804
Range Financial Group
Oregon
$819K +$744K +15,839 New
AI
1805
AXS Investments
New York
$819K +$744K +15,841 New
DA
1806
Doliver Advisors
Texas
$811K +$8.07K +172 +1%
GEA
1807
Glen Eagle Advisors
New Jersey
$810K +$19.9K +424 +3%
PFG
1808
PAX Financial Group
Texas
$803K +$80.1K +1,707 +12%
MFW
1809
Meristem Family Wealth
Minnesota
$802K -$30.1K -642 -4%
RWM
1810
Ritholtz Wealth Management
New York
$802K +$197K +4,200 +37%
JWS
1811
Juncture Wealth Strategies
Arizona
$800K +$61K +1,300 +9%
TCMG
1812
TSP Capital Management Group
New Jersey
$799K – – –
NL
1813
Navalign LLC
California
$799K +$725K +15,449 New
PHK
1814
Point72 Hong Kong
Hong Kong
$796K +$722K +15,389 New
BCAM
1815
Boston Common Asset Management
Massachusetts
$795K -$134K -2,844 -16%
IFS
1816
Ifrah Financial Services
Arkansas
$790K -$27.8K -593 -4%
CBT
1817
CoreFirst Bank & Trust
Kansas
$790K – – –
AWM
1818
Aberdeen Wealth Management
Illinois
$785K -$42K -894 -6%
SFG
1819
StrategIQ Financial Group
Indiana
$784K -$13.4K -286 -2%
HCM
1820
Howard Capital Management
Georgia
$783K +$2.39K +51 +0.3%
CWM
1821
Circle Wealth Management
New Jersey
$781K -$65.3K -1,390 -8%
RIG
1822
Roosevelt Investment Group
New York
$781K +$6.1K +130 +0.9%
PH
1823
Pinnacle Holdings
Oklahoma
$781K -$3.75K -80 -0.5%
HCMG
1824
Howard Capital Management Group
California
$778K +$707K +15,053 New
WAAG
1825
Wealth Alliance Advisory Group
Kansas
$777K -$282 -6 -0%
71 72
73
74 75