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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2376
Consilium Wealth Advisory
Texas
$748K -$115K -819 -14%
VBFG
2377
Vishria Bird Financial Group
Tennessee
$747K – – –
W
2378
Wealthquest
Ohio
$744K -$25.2K -179 -3%
CSPIA
2379
Cary Street Partners Investment Advisory
Virginia
$743K -$43.4K -308 -6%
MCWA
2380
Meadow Creek Wealth Advisors
Georgia
$742K -$12K -85 -2%
AA
2381
Auxano Advisors
Washington
$742K -$28.5K -202 -4%
AI
2382
Accredited Investors
Minnesota
$742K -$15.1K -107 -2%
LWAM
2383
Legacy Wealth Asset Management
Minnesota
$742K +$2.26K +16 +0.3%
TF
2384
Tudor Financial
Ohio
$741K -$13.8K -98 -2%
NRG
2385
Nemes Rush Group
Michigan
$741K -$57.2K -406 -7%
RF
2386
Rossby Financial
Florida
$739K +$23.3K +165 +3%
SR
2387
Syntax Research
Florida
$739K +$99K +702 +16%
EWM
2388
Edge Wealth Management
New York
$738K +$8.18K +58 +1%
LCG
2389
Lakeshore Capital Group
Illinois
$736K +$113K +803 +19%
WAG
2390
Winthrop Advisory Group
Massachusetts
$735K +$78.5K +557 +12%
BT
2391
Brandywine Trust
Delaware
$734K – – –
WS
2392
Wela Strategies
Georgia
$734K +$45.8K +325 +7%
WI
2393
Wedgewood Investors
Pennsylvania
$733K – – –
PA
2394
Prossimo Advisors
California
$732K -$57.2K -406 -7%
RCG
2395
Regatta Capital Group
California
$732K -$71.9K -510 -9%
SWM
2396
Scissortail Wealth Management
Oklahoma
$732K +$8.04K +57 +1%
W
2397
WorthPointe
California
$730K -$5.22K -37 -0.7%
PA
2398
Perennial Advisors
New York
$730K -$12.5K -89 -2%
MS
2399
Maven Securities
Jersey
$726K -$1.81M -12,843 -72%
RIM
2400
RW Investment Management
Idaho
$726K +$92.5K +656 +15%
94 95
96
97 98