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Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
2226
Signature Estate & Investment Advisors
California
$672K +$127K +1,864 +23%
AFM
2227
Armstrong Fleming & Moore
District of Columbia
$671K +$68 +1 +0%
PSP
2228
Principal Street Partners
Tennessee
$670K -$720K -10,563 -52%
TCM
2229
Towercrest Capital Management
Pennsylvania
$670K +$207K +3,034 +45%
QFW
2230
QTR Family Wealth
Florida
$669K +$55.8K +818 +9%
GAMC
2231
Garner Asset Management Corp
Texas
$668K -$5.38K -79 -0.8%
CL
2232
COWA LLC
Oklahoma
$668K -$30.5K -448 -4%
VC
2233
Veracity Capital
Georgia
$668K +$17.2K +252 +3%
PAS
2234
PKS Advisory Services
New York
$668K -$7.97K -117 -1%
SMC
2235
Smith, Moore & Co
Missouri
$667K +$39.7K +583 +6%
UWS
2236
Unique Wealth Strategies
Illinois
$667K -$545 -8 -0.1%
CH
2237
Canton Hathaway
Rhode Island
$666K – – –
OWA
2238
One Wealth Advisors
California
$666K +$7.7K +113 +1%
SC
2239
Scratch Capital
Idaho
$665K -$50.3K -738 -7%
SFC
2240
Swisher Financial Concepts
Ohio
$664K -$56K -822 -8%
PWM
2241
Partnership Wealth Management
Maryland
$664K – – –
FPGK
2242
Financial Partners Group (Kansas)
Kansas
$663K +$2.86K +42 +0.4%
BTWM
2243
Brass Tax Wealth Management
Ohio
$663K +$27.1K +397 +4%
NIA
2244
NIA Impact Advisors
California
$662K +$84.6K +1,241 +15%
BFA
2245
Beaumont Financial Advisors
Massachusetts
$661K -$69.5K -1,020 -10%
NFC
2246
Northstar Financial Companies
Pennsylvania
$660K -$30.4K -446 -4%
RWI
2247
Red Wave Investments
Pennsylvania
$660K -$95.6K -1,402 -13%
WCM
2248
Windsor Capital Management
Arizona
$658K +$56.1K +823 +9%
BWG
2249
Beta Wealth Group
California
$658K +$26.4K +387 +4%
CAS
2250
Coppell Advisory Solutions
Texas
$658K +$35.9K +527 +6%
88 89
90
91 92