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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2951
Physician Wealth Advisors
Utah
$674K +$35.9K +197 +6%
AFW
2952
Avantra Family Wealth
Pennsylvania
$674K +$594K +3,256 New
IWP
2953
Invenio Wealth Partners
Florida
$673K -$110K -605 -16%
ACA
2954
Affinity Capital Advisors
California
$672K +$53.2K +292 +10%
NWMG
2955
Nicholson Wealth Management Group
South Carolina
$672K +$63.8K +350 +12%
ANBOT
2956
American National Bank of Texas
Texas
$671K -$12.2K -67 -2%
MFGM
2957
Marshall Financial Group (Maryland)
Maryland
$670K +$132K +724 +29%
N
2958
Natixis
France
$670K -$10.5M -57,763 -95%
MCM
2959
Mitchell Capital Management
Kansas
$669K +$120K +656 +25%
CWA
2960
Clarity Wealth Advisors
California
$669K -$156K -853 -21%
SCA
2961
Strathmore Capital Advisors
North Carolina
$669K +$66.4K +364 +11%
SFC
2962
Sprinkle Financial Consultants
Colorado
$669K – – –
SWP
2963
ShoreHaven Wealth Partners
New Jersey
$668K -$14.6K -80 -2%
CPC
2964
Cookson Peirce & Co
Pennsylvania
$668K +$262K +1,436 +80%
OIA
2965
Oakmont Investment Advisors
Pennsylvania
$667K -$13.7K -75 -2%
CNTOF
2966
Canandaigua National Trust of Florida
New York
$667K -$266K -1,459 -31%
NFG
2967
Northbridge Financial Group
Florida
$666K +$4.92K +27 +0.8%
FFG
2968
Floyd Financial Group
Missouri
$666K +$4.74K +26 +0.7%
TF
2969
Tandem Financial
Colorado
$664K +$328K +1,800 +128%
GHA
2970
Good Harbor Advisors
Massachusetts
$664K -$21.5K -118 -4%
AC
2971
Avant Capital
Louisiana
$663K +$11.5K +63 +2%
SC
2972
Steph & Co
Wisconsin
$663K -$92.3K -506 -14%
CMI
2973
Clare Market Investments
Texas
$662K +$584K +3,200 New
BFWA
2974
Benchmark Financial Wealth Advisors
Florida
$662K +$169K +929 +41%
SMG
2975
Smart Money Group
Texas
$662K +$3.46K +19 +0.6%
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