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Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1201
Root Financial Partners
California
$445K +$12.6K +160 +3%
ATC
1202
Adirondack Trust Company
New York
$444K -$8.59K -109 -2%
HI
1203
Harbour Investments
Wisconsin
$444K +$31.8K +404 +8%
APG
1204
Abacus Planning Group
South Carolina
$444K +$39.7K +504 +10%
MG
1205
Mather Group
Illinois
$443K +$66.2K +840 +18%
EW
1206
Evoke Wealth
California
$442K -$37.4K -475 -8%
BFG
1207
Beacon Financial Group
Texas
$442K +$1.42K +18 +0.3%
CIA
1208
Caerus Investment Advisors
Texas
$442K +$5.44K +69 +1%
GVAG
1209
Great Valley Advisor Group
Delaware
$441K +$20.7K +262 +5%
APM
1210
Advanced Portfolio Management
New York
$441K +$438K +5,555 New
BSA
1211
Bull Street Advisors
Georgia
$440K – – –
VA
1212
VestGen Advisors
Illinois
$439K +$220K +2,792 +102%
IF
1213
Intrua Financial
Texas
$437K -$113K -1,433 -21%
WEG
1214
World Equity Group
Illinois
$433K +$430K +5,453 New
MWM
1215
Mission Wealth Management
California
$432K +$117K +1,484 +37%
HGA
1216
Hobbs Group Advisors
South Carolina
$432K +$429K +5,440 New
SW
1217
Simplicity Wealth
New Jersey
$429K +$56.4K +716 +15%
LGF
1218
LGT Group Foundation
Liechtenstein
$426K – – –
ACG
1219
Allen Capital Group
Nebraska
$425K -$12.5K -159 -3%
AA
1220
Advisory Alpha
Michigan
$424K +$21.8K +277 +5%
PWMG
1221
Prestige Wealth Management Group
New Jersey
$421K +$288K +3,651 +220%
CFO
1222
CVA Family Office
Colorado
$421K -$19.8K -251 -5%
DS
1223
DRW Securities
Illinois
$418K +$417K +5,292 New
C
1224
Certuity
Florida
$417K +$4.1K +52 +1%
CAM
1225
Columbia Asset Management
Michigan
$417K -$7.88K -100 -2%
47 48
49
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