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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1901
Clearview Wealth Advisors
Oregon
$565K +$519K +12,617 New
FAM
1902
Formidable Asset Management
Ohio
$564K -$22.4K -546 -4%
LWP
1903
Lumature Wealth Partners
Georgia
$563K +$517K +12,590 New
TW
1904
TrinityPoint Wealth
Connecticut
$561K -$750K -18,248 -60%
CL
1905
Choreo LLC
Illinois
$560K -$61.2K -1,490 -11%
CPIG
1906
Chicago Partners Investment Group
Illinois
$560K -$2.47K -60 -0.5%
CWS
1907
Cypress Wealth Services
California
$559K +$514K +12,496 New
FCFC
1908
First Citizens Financial Corp
Iowa
$557K +$16.8K +409 +3%
EI
1909
EDMP Inc
Florida
$556K -$9.04K -220 -2%
PTC
1910
Philadelphia Trust Company
Pennsylvania
$555K +$41.7K +1,014 +9%
BWP
1911
BSW Wealth Partners
Colorado
$554K +$163K +3,971 +47%
IWA
1912
IVC Wealth Advisors
Pennsylvania
$553K +$508K +12,360 New
LC
1913
Lavaca Capital
Texas
$552K -$309K -7,512 -38%
MWM
1914
Modera Wealth Management
New Jersey
$550K +$131K +3,189 +35%
WPP
1915
Whalerock Point Partners
Rhode Island
$550K +$481K +11,708 +1,984%
SAM
1916
SignalPoint Asset Management
Missouri
$549K -$40.7K -991 -7%
EP
1917
Edgestream Partners
New Jersey
$549K +$504K +12,265 New
TFS
1918
TrustCore Financial Services
Tennessee
$547K +$110K +2,666 +28%
GFPC
1919
Global Financial Private Client
Florida
$547K +$63.3K +1,540 +14%
CCWA
1920
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$546K -$15.7K -383 -3%
EA
1921
Emerald Advisors
Washington
$546K +$174K +4,234 +53%
SMA
1922
Sage Mountain Advisors
Georgia
$545K +$500K +12,173 New
DI
1923
DAGCO Inc
Ohio
$544K -$10.3K -250 -2%
KM
1924
Kalos Management
Georgia
$544K +$29.5K +718 +6%
FMT
1925
First Mercantile Trust
Tennessee
$543K +$13.8K +337 +3%
75 76
77
78 79