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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2401
TrueWealth Advisors
Alabama
$479K -$286 -5 -0.1%
EW
2402
Element Wealth
Mississippi
$478K +$286 +5 +0.1%
AP
2403
Adero Partners
California
$478K +$47.7K +835 +12%
OSNBOA
2404
Old Second National Bank of Aurora
Illinois
$477K -$25.9K -454 -5%
IP
2405
Ignite Planners
California
$477K +$53.5K +936 +13%
CCAM
2406
Cascades Capital Asset Management
North Carolina
$477K +$514 +9 +0.1%
BTWM
2407
Brass Tax Wealth Management
Ohio
$477K -$50.6K -886 -10%
WPC
2408
Waters Parkerson & Co
Louisiana
$475K +$17.1K +300 +4%
SIM
2409
SSI Investment Management
California
$475K -$171 -3 -0%
CSPIA
2410
Cary Street Partners Investment Advisory
Virginia
$474K -$10.8M -188,959 -96%
IA
2411
IFG Advisors
Missouri
$474K +$15.7K +275 +4%
ACM
2412
Aljian Capital Management
Nevada
$474K -$2.51K -44 -0.5%
KA
2413
Klingman & Associates
New York
$473K +$6.8K +119 +2%
AWA
2414
Amplius Wealth Advisors
Pennsylvania
$473K +$2.97K +52 +0.7%
LAM
2415
Lewis Asset Management
California
$472K +$89.4K +1,565 +24%
IFS
2416
Ifrah Financial Services
Arkansas
$471K -$3.88K -68 -0.8%
SWM
2417
Silverlake Wealth Management
Vermont
$470K -$135K -2,372 -23%
JAFL
2418
Jay A. Fishman Ltd
Michigan
$469K +$5.71K +100 +1%
BWS
2419
Broadway Wealth Solutions
Texas
$469K +$453K +7,927 New
CAWM
2420
Capital Advisors Wealth Management
Washington
$469K +$188K +3,284 +71%
SWA
2421
Sax Wealth Advisors
New Jersey
$468K +$32.6K +570 +8%
FFG
2422
Frisch Financial Group
New York
$468K +$1.26K +22 +0.3%
BWA
2423
Blodgett Wealth Advisors
California
$468K +$400 +7 +0.1%
QP
2424
Quilter Plc
United Kingdom
$467K -$8.57K -150 -2%
PWM
2425
PBMares Wealth Management
Virginia
$467K +$286 +5 +0.1%
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97
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