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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2351
Financial Advisors
Massachusetts
$544K +$574 +4 +0.1%
SFG
2352
Sather Financial Group
Texas
$539K +$143K +1,000 +43%
AC
2353
Avestar Capital
New York
$538K -$448K -3,121 -49%
FC
2354
Fusion Capital
South Carolina
$538K -$50K -349 -10%
C1AG
2355
Client 1st Advisory Group
Florida
$538K +$214K +1,491 +82%
LMKC
2356
L.M. Kohn & Company
Ohio
$536K +$472K +3,290 New
SAIG
2357
Semper Augustus Investments Group
Colorado
$535K – – –
C
2358
Covestor
United Kingdom
$535K +$269K +1,876 +133%
TWP
2359
Tower Wealth Partners
Pennsylvania
$534K -$138K -961 -23%
CWM
2360
Connecticut Wealth Management
Connecticut
$534K -$46.2K -322 -9%
OWM
2361
Orgel Wealth Management
Wisconsin
$532K +$468K +3,265 New
CP
2362
Castleview Partners
Texas
$532K +$469K +3,271 New
HH
2363
HWG Holdings
Texas
$531K -$924K -6,443 -66%
WA
2364
Wealth Architects
California
$531K +$53.1K +370 +13%
BFO
2365
Biltmore Family Office
North Carolina
$530K -$442K -3,079 -49%
EA
2366
Emerald Advisors
Washington
$530K +$140K +977 +43%
KBG
2367
Kahn Brothers Group
New York
$529K -$14.3K -100 -3%
KP
2368
Keel Point
Alabama
$527K +$51.2K +357 +12%
SCA
2369
Stillwater Capital Advisors
Pennsylvania
$525K -$1.43K -10 -0.3%
UF
2370
Univest Financial
Pennsylvania
$525K -$1.43K -10 -0.3%
TCOK
2371
Trust Company of Kansas
Kansas
$525K – – –
FC
2372
Financial Consulate
Maryland
$522K – – –
GTCM
2373
Gyon Technologies Capital Management
New Jersey
$521K -$903K -6,299 -66%
CPM
2374
Connective Portfolio Management
New York
$521K +$452K +3,150 New
RW
2375
Rede Wealth
Virginia
$518K -$28.5K -199 -6%
93 94
95
96 97