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Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
2126
Lebenthal Global Advisors
New York
$664K +$142K +2,493 +29%
BWA
2127
Bordeaux Wealth Advisors
California
$664K -$85.3K -1,493 -12%
AMG
2128
Asset Management Group
Connecticut
$663K +$4.46K +78 +0.7%
SPW
2129
Sonoma Private Wealth
California
$663K -$17.6K -308 -3%
VC
2130
Veracity Capital
Georgia
$661K -$2.57K -45 -0.4%
FCFC
2131
First Citizens Financial Corp
Iowa
$659K +$51.4K +900 +9%
PP
2132
PDT Partners
New York
$659K +$636K +11,136 New
SAM
2133
SignalPoint Asset Management
Missouri
$657K -$25.4K -445 -4%
AWM
2134
Aprio Wealth Management
Georgia
$654K +$205K +3,583 +48%
RWI
2135
Red Wave Investments
Pennsylvania
$653K -$106K -1,852 -14%
MSR
2136
Main Street Research
Connecticut
$651K +$53.1K +929 +9%
SBH
2137
Segall Bryant & Hamill
Illinois
$650K +$627K +10,986 New
PWMG
2138
Prestige Wealth Management Group
New Jersey
$650K +$48.4K +848 +8%
NG
2139
Novem Group
New York
$649K +$626K +10,968 New
SP
2140
Stonebrook Private
Michigan
$649K -$273K -4,787 -30%
GWSG
2141
GPS Wealth Strategies Group
Colorado
$645K -$29.5K -517 -5%
SOS
2142
Silver Oak Securities
Tennessee
$645K +$97.6K +1,709 +19%
OL
2143
OneFund LLC
Florida
$644K +$17.4K +304 +3%
HSWM
2144
Hubbell Strickland Wealth Management
Louisiana
$644K -$12.7K -222 -2%
UAG
2145
United Advisor Group
Ohio
$644K +$54.3K +951 +10%
PFP
2146
Paragon Financial Partners
California
$644K -$103K -1,800 -14%
PIA
2147
Powell Investment Advisors
Florida
$643K – – –
KW
2148
Keyvantage Wealth
Pennsylvania
$643K +$620K +10,857 New
AIS
2149
American Investment Services
Massachusetts
$642K +$110K +1,920 +22%
SIA
2150
Soltis Investment Advisors
Utah
$642K -$119K -2,084 -16%
84 85
86
87 88