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Name Holding Trade Value Shares
Change 		Change in
Stake
GWAM
2201
Guardian Wealth Advisors (Minnesota)
Minnesota
$794K +$12K +75 +2%
W
2202
WorthPointe
California
$794K -$123K -767 -13%
WI
2203
Wedgewood Investors
Pennsylvania
$794K – – –
AWA
2204
Aletheian Wealth Advisors
Washington
$792K +$605K +3,773 +300%
SIA
2205
SkyView Investment Advisors
New Jersey
$789K +$7.21K +45 +0.9%
RPWA
2206
Regent Peak Wealth Advisors
Georgia
$789K +$1.44K +9 +0.2%
ACM
2207
Alta Capital Management
Utah
$788K +$3.05K +19 +0.4%
LFM
2208
Lumina Fund Management
New York
$787K – – –
AAI
2209
American Assets Inc
California
$787K – – –
LFG
2210
Larson Financial Group
Missouri
$786K -$106K -664 -12%
AW
2211
Avion Wealth
Texas
$784K +$4.81K +30 +0.6%
CA
2212
Claar Advisors
New York
$779K +$24K +150 +3%
OFG
2213
Oxford Financial Group
Indiana
$778K +$154K +963 +24%
SC
2214
Steph & Co
Wisconsin
$778K +$321 +2 +0%
MAG
2215
MRA Advisory Group
New Jersey
$778K +$18.6K +116 +2%
LAM
2216
L2 Asset Management
Massachusetts
$777K +$43.3K +270 +6%
TNAM
2217
Terra Nova Asset Management
New York
$776K -$475K -2,962 -38%
LWP
2218
Lumature Wealth Partners
Georgia
$775K +$18.9K +118 +2%
PPG
2219
Peak Planning Group
Colorado
$774K -$641 -4 -0.1%
FNA
2220
First National Advisers
Nebraska
$772K +$195K +1,218 +33%
OF
2221
Outfitter Financial
Maine
$771K – – –
JSC
2222
Jackson Square Capital
California
$766K +$780K +4,865 New
MWM
2223
Moulton Wealth Management
Washington
$763K – – –
MCM
2224
Mendel Capital Management
Arkansas
$762K +$11.9K +74 +2%
HEIP
2225
Hudson Edge Investment Partners
New Jersey
$760K -$8.02K -50 -1%
87 88
89
90 91