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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1826
MCF Advisors
Kentucky
$1.52M +$87.5K +542 +6%
TWM
1827
Thrive Wealth Management
Pennsylvania
$1.51M +$78.8K +488 +6%
CWS
1828
Cypress Wealth Services
California
$1.51M +$5.49K +34 +0.4%
MAA
1829
Mraz Amerine & Associates
California
$1.51M -$224K -1,384 -13%
SFG
1830
StrategIQ Financial Group
Indiana
$1.51M +$8.88K +55 +0.6%
O
1831
Ossiam
France
$1.51M +$1.06M +6,533 +271%
CFO
1832
CVA Family Office
Colorado
$1.51M +$16K +99 +1%
MAG
1833
Mayfair Advisory Group
Alabama
$1.5M +$413K +2,554 +39%
LSA
1834
Leonteq Securities AG
Switzerland
$1.5M -$2.19M -13,578 -60%
KWMG
1835
King Wealth Management Group
Florida
$1.5M +$714K +4,423 +99%
PSP
1836
Pacific Sage Partners
Washington
$1.5M – – –
AWA
1837
Alta Wealth Advisors
Massachusetts
$1.5M +$1.18M +7,296 +463%
CFP
1838
Catalyst Financial Partners
Massachusetts
$1.49M +$127K +786 +10%
LAM
1839
LifePro Asset Management
California
$1.49M +$22.1K +137 +2%
BWA
1840
Beam Wealth Advisors
Louisiana
$1.49M +$84.5K +523 +6%
WFM
1841
Wolff Financial Management
Michigan
$1.49M +$1.43M +8,836 New
JAFL
1842
Jay A. Fishman Ltd
Michigan
$1.49M -$2.42K -15 -0.2%
WTFG
1843
Wells Trecaso Financial Group
Ohio
$1.49M -$5.49K -34 -0.4%
EWS
1844
Evergreen Wealth Solutions
Pennsylvania
$1.49M -$15.5K -96 -1%
BRM
1845
Boston Research & Management
Massachusetts
$1.49M – – –
SFP
1846
Sweet Financial Partners
Minnesota
$1.48M +$1.42M +8,761 New
EIP
1847
Energy Income Partners
Connecticut
$1.47M +$1.41M +8,736 New
CCA
1848
Cadent Capital Advisors
Oklahoma
$1.47M +$59.1K +366 +4%
APG
1849
Abacus Planning Group
South Carolina
$1.47M +$573K +3,548 +69%
WWM
1850
WT Wealth Management
Arizona
$1.46M -$215K -1,330 -13%
72 73
74
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