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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2201
Compass Ion Advisors
Pennsylvania
$689K +$1.29K +21 +0.2%
APA
2202
Astoria Portfolio Advisors
New York
$688K +$39.1K +637 +7%
EWA
2203
Emergent Wealth Advisors
New York
$686K +$4.42K +72 +0.7%
RWMG
2204
Redwood Wealth Management Group
New Jersey
$686K -$5.65K -92 -0.9%
PAS
2205
PKS Advisory Services
New York
$685K -$26K -423 -4%
AWM
2206
Aviso Wealth Management
Washington
$685K +$21.1K +344 +4%
HFAS
2207
Hummer Financial Advisory Services
Illinois
$684K -$6.14K -100 -1%
GAMC
2208
Garner Asset Management Corp
Texas
$683K -$72.4K -1,178 -11%
AFM
2209
Armstrong Fleming & Moore
District of Columbia
$681K +$603K +9,809 New
HP
2210
Holistic Planning
Texas
$680K +$167K +2,720 +38%
WCG
2211
Weaver Consulting Group
California
$680K +$4.79K +78 +0.8%
GPW
2212
Gentry Private Wealth
Kansas
$679K +$4.61K +75 +0.8%
BW
2213
BXM Wealth
Colorado
$677K – – –
UWS
2214
Unique Wealth Strategies
Illinois
$677K +$599K +9,755 New
CH
2215
Canton Hathaway
Rhode Island
$676K – – –
UB
2216
Umpqua Bank
Oregon
$674K +$40.4K +658 +7%
PWM
2217
Partnership Wealth Management
Maryland
$673K – – –
EIA
2218
Edgemoor Investment Advisors
Maryland
$671K -$3.56K -58 -0.6%
CBB
2219
Citizens Business Bank
California
$671K -$2.58K -42 -0.4%
SFG
2220
Sovereign Financial Group
Connecticut
$671K -$14.3K -233 -2%
IF
2221
Integrity Financial
Wyoming
$670K – – –
FPGK
2222
Financial Partners Group (Kansas)
Kansas
$669K -$10.9K -177 -2%
FIA
2223
FNY Investment Advisers
New York
$669K -$571K -9,296 -49%
OWA
2224
One Wealth Advisors
California
$667K +$52K +846 +10%
R
2225
Rebalance
California
$667K +$83.6K +1,361 +16%
87 88
89
90 91