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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2251
Accel Wealth Management
Iowa
$734K +$237K +1,479 +46%
IFWM
2252
Institute for Wealth Management
Colorado
$733K -$5.93K -37 -0.8%
FH
2253
FWG Holdings
Florida
$733K +$9.46K +59 +1%
CGA
2254
Crescent Grove Advisors
Illinois
$732K -$87.7K -547 -11%
AFPL
2255
Advus Financial Partners, LLC
Florida
$730K -$40.9K -255 -5%
VCM
2256
Versant Capital Management
Arizona
$729K -$16K -100 -2%
SA
2257
Syntax Advisors
New York
$728K -$24.9K -155 -3%
VCG
2258
Vantage Consulting Group
Virginia
$728K -$24.9K -155 -3%
BA
2259
Ballew Advisors
Mississippi
$728K – – –
JC
2260
JB Capital
Connecticut
$726K -$45.4K -283 -6%
SAF
2261
Smith Anglin Financial
Texas
$726K +$4.17K +26 +0.6%
BFPW
2262
BOK Financial Private Wealth
Colorado
$725K -$396K -2,467 -35%
MPW
2263
Monterey Private Wealth
California
$725K -$96K -599 -12%
FCAG
2264
First Capital Advisors Group
New Jersey
$724K -$160 -1 -0%
RWA
2265
Rainsberger Wealth Advisors
Colorado
$723K -$48.1K -300 -6%
XWM
2266
Xcel Wealth Management
Florida
$723K +$77.8K +485 +12%
GJIA
2267
Glass Jacobson Investment Advisors
Maryland
$719K +$733K +4,572 New
BWA
2268
Blodgett Wealth Advisors
California
$718K +$144K +900 +25%
VEA
2269
Virtus ETF Advisers
New York
$717K -$57.4K -358 -7%
TLA
2270
Tanglewood Legacy Advisors
Texas
$714K – – –
CSWM
2271
Cassady Schiller Wealth Management
Ohio
$713K – – –
SFG
2272
Sovereign Financial Group
Connecticut
$712K +$89.9K +561 +14%
TIM
2273
Tevis Investment Management
Texas
$711K +$16.8K +105 +2%
BOM
2274
Bank of Marin
California
$709K -$21.8K -136 -3%
CF
2275
Clarity Financial
Texas
$707K +$721K +4,496 New
89 90
91
92 93