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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1676
Wellington Group
Indiana
$873K +$845K +7,671 New
WWG
1677
West Wealth Group
California
$869K -$27.6K -251 -3%
HRC
1678
Hoertkorn Richard Charles
$869K -$187K -1,700 -18%
Q
1679
QVR
California
$867K +$840K +7,625 New
SIA
1680
Soltis Investment Advisors
Utah
$865K -$441 -4 -0.1%
OAM
1681
Oak Asset Management
California
$861K -$11K -100 -1%
BDS
1682
Banco de Sabadell
Florida
$860K -$16.1K -146 -2%
SWM
1683
Shelton Wealth Management
Texas
$859K +$831K +7,550 New
MSS
1684
Mitchell Sinkler & Starr
Pennsylvania
$858K – – –
NWAG
1685
Net Worth Advisory Group
Utah
$856K +$470K +4,266 +131%
FPF
1686
First Pacific Financial
Washington
$854K -$12.8K -116 -2%
VIP
1687
Vista Investment Partners
Oklahoma
$850K – – –
FG
1688
Foster Group
Iowa
$849K -$95.8K -870 -10%
GTAM
1689
Global Trust Asset Management
Florida
$845K +$609K +5,533 +292%
PMWMG
1690
Parr McKnight Wealth Management Group
Minnesota
$844K +$817K +7,422 New
ECA
1691
Elevated Capital Advisors
Utah
$843K -$124K -1,124 -13%
CFGW
1692
Chancellor Financial Group WB
Pennsylvania
$842K -$72.8K -661 -8%
SC
1693
Saybrook Capital
North Carolina
$842K – – –
GSWM
1694
Golden State Wealth Management
California
$841K -$38.7K -351 -5%
OFS
1695
OneAscent Financial Services
Alabama
$841K -$462K -4,191 -36%
SI
1696
Seeds Investor
New York
$839K +$262K +2,376 +48%
A
1697
AlphaQuest
New York
$838K +$726K +6,596 +853%
TWM
1698
TCFG Wealth Management
California
$838K +$241K +2,185 +42%
AWA
1699
Acorn Wealth Advisors
Michigan
$837K +$330 +3 +0%
BFPW
1700
BOK Financial Private Wealth
Colorado
$835K -$58.7K -533 -7%
66 67
68
69 70