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Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
2401
First American Trust
California
$763K -$65.7K -429 -8%
TF
2402
Tudor Financial
Ohio
$763K +$156K +1,022 +24%
PAG
2403
Powers Advisory Group
Illinois
$762K +$5.05K +33 +0.6%
CFO
2404
Collective Family Office
Pennsylvania
$761K -$28.3K -185 -3%
KFS
2405
Keynote Financial Services
Connecticut
$760K – – –
PCMM
2406
Piedmont Capital Management (Montana)
Montana
$760K -$8.57K -56 -1%
I
2407
InceptionR
California
$760K +$803K +5,244 New
SWA
2408
Sax Wealth Advisors
New Jersey
$759K -$39.6K -259 -5%
EWM
2409
Elite Wealth Management
Washington
$759K -$30.6K -200 -4%
LWAM
2410
Legacy Wealth Asset Management
Minnesota
$759K -$15.6K -102 -2%
VBFG
2411
Vishria Bird Financial Group
Tennessee
$756K -$45.8K -299 -5%
SHA
2412
Seneca House Advisors
Virginia
$755K +$70.3K +459 +10%
AP
2413
Adero Partners
California
$753K +$65.2K +426 +9%
HCP
2414
Hardin Capital Partners
South Carolina
$753K -$8.11K -53 -1%
BA
2415
Ballew Advisors
Mississippi
$751K +$2.14K +14 +0.3%
SWM
2416
Sterling Wealth Management
Illinois
$749K – – –
CW
2417
Channel Wealth
California
$748K -$24K -157 -3%
BWM
2418
BCS Wealth Management
Tennessee
$748K +$790K +5,163 New
IC
2419
Iconiq Capital
California
$747K +$300K +1,962 +61%
AF
2420
Aviso Financial
Ontario, Canada
$746K -$20.5K -134 -3%
BHWM
2421
Beaird Harris Wealth Management
Texas
$746K +$147K +958 +23%
AAG
2422
Armstrong Advisory Group
Massachusetts
$746K -$3.98K -26 -0.5%
TWP
2423
Tempus Wealth Planning
California
$745K +$76.4K +499 +11%
NFA
2424
Northern Financial Advisors
Michigan
$744K -$1.53K -10 -0.2%
W
2425
WorthPointe
California
$744K +$2.45K +16 +0.3%
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97
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