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Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
2251
Beta Wealth Group
California
$658K +$26.4K +387 +4%
CAS
2252
Coppell Advisory Solutions
Texas
$658K +$35.9K +527 +6%
IIA
2253
Integral Investment Advisors
California
$658K -$24.5K -359 -4%
LAM
2254
LOM Asset Management
$656K +$103K +1,510 +19%
SIA
2255
Strategic Investment Advisors
Michigan
$654K -$306K -4,487 -32%
AWM
2256
Aviso Wealth Management
Washington
$653K -$21.7K -319 -3%
BFWM
2257
Bright Futures Wealth Management
New York
$651K +$649K +9,515 New
ACM
2258
Arcataur Capital Management
Wisconsin
$648K +$56.6K +830 +10%
AI
2259
Accredited Investors
Minnesota
$648K +$62.7K +920 +11%
TWA
2260
TCI Wealth Advisors
Arizona
$647K +$5.52K +81 +0.9%
KFS
2261
Keynote Financial Services
Connecticut
$646K – – –
SAM
2262
SP Asset Management
California
$646K +$406K +5,953 +171%
CWM
2263
Centric Wealth Management
Illinois
$646K +$9.2K +135 +2%
CIC
2264
Chilton Investment Company
Connecticut
$645K +$642K +9,423 New
DI
2265
DAGCO Inc
Ohio
$643K +$136 +2 +0%
FFC
2266
First Financial Corp
Indiana
$643K -$8.86K -130 -1%
FB
2267
First Bancorp
Maine
$641K – – –
AA
2268
Advisory Alpha
Michigan
$641K +$42.8K +628 +7%
VC
2269
Vicus Capital
Pennsylvania
$639K +$11.4K +167 +2%
TCOO
2270
Trust Company of Oklahoma
Oklahoma
$639K +$368K +5,400 +137%
LFM
2271
LGT Fund Management
Liechtenstein
$632K – – –
BFG
2272
Bouchey Financial Group
New York
$631K +$116K +1,697 +23%
FFG
2273
Frisch Financial Group
New York
$631K +$42.9K +630 +7%
MSS
2274
Mitchell Sinkler & Starr
Pennsylvania
$631K – – –
TP
2275
Tranquility Partners
Tennessee
$629K +$65.7K +964 +12%
89 90
91
92 93