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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1926
Choreo LLC
Illinois
$959K -$17K -103 -2%
JGCM
1927
Joseph Group Capital Management
Ohio
$958K -$231K -1,397 -17%
FANJ
1928
Financial Architects (New Jersey)
New Jersey
$958K -$3.97K -24 -0.4%
OC
1929
Oarsman Capital
Wisconsin
$955K -$127K -770 -10%
VT
1930
Vise Technologies
New York
$954K +$290K +1,755 +36%
CFO
1931
CVA Family Office
Colorado
$951K +$27.3K +165 +3%
CBFP
1932
Cedar Brook Financial Partners
Ohio
$951K +$45.6K +276 +4%
SPWM
1933
Schrum Private Wealth Management
Florida
$950K +$496 +3 +0%
ARMT
1934
Amica Retiree Medical Trust
Rhode Island
$950K +$102K +620 +10%
LWA
1935
Lineweaver Wealth Advisors
Ohio
$946K +$16.4K +99 +2%
DFS
1936
Dixon Fnancial Services
California
$940K -$94.7K -573 -8%
SWA
1937
SOA Wealth Advisors
New York
$939K -$59.5K -360 -5%
CHA
1938
Cooper/Haims Advisors
New York
$939K +$8.43K +51 +0.8%
AWM
1939
Accurate Wealth Management
Florida
$939K +$55.7K +337 +5%
ACS
1940
Archford Capital Strategies
Illinois
$935K +$31.9K +193 +3%
WDA
1941
Wendell David Associates
New Hampshire
$934K -$2.65K -16 -0.2%
GWANC
1942
Guardian Wealth Advisors (North Carolina)
North Carolina
$934K +$400K +2,418 +60%
NQWM
1943
Northwest Quadrant Wealth Management
Oregon
$930K -$16.2K -98 -1%
VWA
1944
V Wealth Advisors
Kansas
$929K -$250K -1,515 -19%
CBA
1945
Coastal Bridge Advisors
Connecticut
$928K +$155K +935 +17%
BA
1946
Ballast Advisors
Minnesota
$928K +$285K +1,726 +37%
CFP
1947
Curran Financial Partners
South Carolina
$927K +$475K +2,873 +81%
W
1948
Wealthquest
Ohio
$926K -$1.65K -10 -0.2%
MLA
1949
My Legacy Advisors
Oregon
$925K +$95.5K +578 +10%
NRI
1950
NFP Retirement Inc
California
$925K -$38K -230 -3%
76 77
78
79 80