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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2301
Advisory Alpha
Michigan
$473K +$8.18K +164 +2%
BWA
2302
Bordeaux Wealth Advisors
California
$471K -$146K -2,931 -24%
CP
2303
Canopy Partners
Ohio
$470K +$58.5K +1,172 +14%
ACM
2304
Alethea Capital Management
Washington
$470K +$470K +9,416 New
KA
2305
Kozak & Associates
Colorado
$470K -$19.8K -397 -4%
CW
2306
Channel Wealth
California
$468K -$4.14K -83 -0.9%
RA
2307
Rise Advisors
New York
$468K +$274K +5,489 +142%
JF
2308
Joule Financial
Kentucky
$467K -$62.8K -1,258 -12%
QP
2309
Quilter Plc
United Kingdom
$467K +$15K +300 +3%
GL
2310
Gerber LLC
Ohio
$467K +$848 +17 +0.2%
BBI
2311
Baxter Bros Inc
Connecticut
$466K +$14.4K +289 +3%
NSB
2312
Norway Savings Bank
Maine
$464K +$61.4K +1,230 +15%
PIMG
2313
Patriot Investment Management Group
Tennessee
$464K +$50 +1 +0%
VCP
2314
Verus Capital Partners
Arizona
$464K -$2.69K -54 -0.6%
CF
2315
Clarity Financial
Texas
$463K -$6.38M -127,825 -93%
ACM
2316
Arcataur Capital Management
Wisconsin
$463K – – –
WFA
2317
Wade Financial Advisory
California
$462K – – –
FH
2318
FWG Holdings
Florida
$462K +$51.1K +1,025 +12%
GF
2319
Gimbal Financial
Indiana
$462K +$5.09K +102 +1%
WWM
2320
Whalen Wealth Management
Nevada
$461K +$461K +9,231 New
PSP
2321
Principal Street Partners
Tennessee
$460K +$13.1K +262 +3%
PP
2322
Pegasus Partners
Wisconsin
$459K – – –
OWA
2323
One Wealth Advisors
California
$459K +$95.5K +1,914 +26%
ACP
2324
Aveo Capital Partners
Colorado
$459K -$1.4K -28 -0.3%
CL
2325
COWA LLC
Oklahoma
$459K – – –
91 92
93
94 95