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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2601
Clarity Wealth Advisors
California
$639K -$8.21K -53 -1%
SIC
2602
SJS Investment Consulting
Ohio
$639K +$521K +3,362 +445%
SCP
2603
Sivia Capital Partners
California
$639K +$264K +1,706 +71%
AFG
2604
Altiora Financial Group
Ohio
$639K -$465 -3 -0.1%
SB
2605
SIG Brokerage
New York
$639K +$637K +4,112 New
PAS
2606
Professional Advisory Services
Florida
$637K – – –
EA
2607
Eclectic Associates
California
$636K +$46.9K +303 +8%
FWTB
2608
First Western Trust Bank
Colorado
$635K -$53K -342 -8%
AG
2609
Algert Global
California
$635K +$231K +1,490 +57%
UWS
2610
Unique Wealth Strategies
Illinois
$635K +$633K +4,090 New
LWM
2611
LJI Wealth Management
Indiana
$634K – – –
TWP
2612
Tempus Wealth Planning
California
$633K -$110K -713 -15%
BFG
2613
Berger Financial Group
Minnesota
$633K +$14.7K +95 +2%
FA
2614
Fountainhead AM
New Jersey
$633K +$14.6K +94 +2%
RSF
2615
Rik Saylor Financial
Ohio
$631K +$310 +2 +0%
SFG
2616
Shum Financial Group
California
$630K +$629K +4,060 New
RLIM
2617
Red Lighthouse Investment Management
New York
$630K +$2.94K +19 +0.5%
BIA
2618
Barry Investment Advisors
Massachusetts
$628K +$4.18K +27 +0.7%
LWMM
2619
Legacy Wealth Management (Mississippi)
Mississippi
$628K -$30.4K -196 -5%
FCC
2620
Flower City Capital
New York
$628K +$626K +4,044 New
AWM
2621
Aberdeen Wealth Management
Illinois
$628K – – –
SAW
2622
Signal Advisors Wealth
Michigan
$628K -$374K -2,414 -37%
CIC
2623
Chase Investment Counsel
Virginia
$627K +$124K +798 +25%
FCM
2624
Fire Capital Management
California
$627K -$1.24K -8 -0.2%
SMA
2625
Seven Mile Advisory
New Jersey
$626K +$377K +2,433 +152%
103 104
105
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