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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2126
AssuredPartners Investment Advisors
Florida
$976K -$389K -2,756 -29%
AFM
2127
Abbot Financial Management
Massachusetts
$973K -$4.09K -29 -0.4%
AFG
2128
ABLE Financial Group
Arizona
$970K +$26.1K +185 +3%
LWA
2129
Lantern Wealth Advisors
New York
$969K +$954K +6,770 New
MAWA
2130
Moss Adams Wealth Advisors
Washington
$968K +$24.4K +173 +3%
AIIMS
2131
Analyst IMS Investment Management Services
Israel
$966K +$9.45K +67 +1%
CFP
2132
Curran Financial Partners
South Carolina
$964K +$7.19K +51 +0.8%
MTC
2133
Matrix Trust Company
Colorado
$964K -$232K -1,643 -20%
CP
2134
Canopy Partners
Ohio
$963K -$31.3K -222 -3%
CA
2135
Carson Advisory
Georgia
$963K -$46.4K -329 -5%
AP
2136
Advisors Preferred
Maryland
$961K – – –
OA
2137
Operose Advisors
Wisconsin
$960K +$12.7K +90 +1%
LCM
2138
Lazari Capital Management
California
$958K -$2.82K -20 -0.3%
NWAG
2139
Net Worth Advisory Group
Utah
$956K +$94.9K +673 +11%
WCG
2140
Weaver Consulting Group
California
$956K +$6.63K +47 +0.7%
WAS
2141
Winch Advisory Services
Wisconsin
$954K +$22.3K +158 +2%
FPB
2142
First PREMIER Bank
South Dakota
$954K -$8.74K -62 -0.9%
1WM
2143
1900 Wealth Management
Texas
$954K -$77.8K -552 -8%
JSSH
2144
J. Safra Sarasin Holding
$953K – – –
BDLIB
2145
Banque de Luxembourg Investments (BLI)
Luxembourg
$949K – – –
PIM
2146
Provident Investment Management
Michigan
$948K +$67.1K +476 +8%
ZF
2147
Zhang Financial
Michigan
$947K +$156K +1,106 +20%
CWA
2148
Centennial Wealth Advisory
Michigan
$947K +$341K +2,422 +58%
GTAM
2149
Global Trust Asset Management
Florida
$947K -$155K -1,096 -14%
APWA
2150
Atlas Private Wealth Advisors
New Jersey
$946K -$262K -1,857 -22%
84 85
86
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