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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1726
Aries Wealth Management
Maine
$837K – – –
LTI
1727
Laffer Tengler Investments
Tennessee
$835K +$859K +7,296 New
LWM
1728
Liberty Wealth Management
California
$835K -$27.8K -236 -3%
CBT
1729
Crews Bank & Trust
Florida
$835K -$18.8K -160 -2%
UF
1730
Univest Financial
Pennsylvania
$828K -$41.8K -355 -5%
AFM
1731
Armstrong Fleming & Moore
District of Columbia
$825K +$3.89K +33 +0.5%
CPIA
1732
Cornell Pochily Investment Advisors
New York
$825K -$47.9K -407 -5%
OL
1733
one8zero8 LLC
North Carolina
$824K +$35.3K +300 +4%
UAG
1734
United Advisor Group
Ohio
$822K -$107K -907 -11%
CAG
1735
Csenge Advisory Group
Florida
$820K -$1M -8,526 -54%
CWM
1736
Centurion Wealth Management
Virginia
$816K +$26.6K +226 +3%
3IP
1737
3Chopt Investment Partners
Virginia
$814K +$4K +34 +0.5%
FFA
1738
Founders Financial Alliance
North Carolina
$814K -$7.07K -60 -0.8%
PMSA
1739
Patrick M. Sweeney & Associates
Illinois
$814K -$28.1K -239 -3%
IC
1740
Inscription Capital
Texas
$813K +$80.3K +682 +11%
NFG
1741
Nations Financial Group
Iowa
$812K -$538K -4,568 -39%
CWS
1742
Cypress Wealth Services
California
$809K -$42.9K -364 -5%
PMFA
1743
Plante Moran Financial Advisors
Michigan
$808K -$18.3K -155 -2%
KA
1744
Klingman & Associates
New York
$807K +$41.5K +352 +5%
RSA
1745
River Street Advisors
Illinois
$806K +$30.5K +259 +4%
TIA
1746
Traphagen Investment Advisors
New Jersey
$805K +$28.7K +244 +4%
TF
1747
Trek Financial
Arizona
$805K +$9.66K +82 +1%
CHAM
1748
Clear Harbor Asset Management
Connecticut
$805K -$110K -930 -12%
HBW
1749
Hazlett, Burt & Watson
West Virginia
$804K -$11.7K -99 -1%
GCM
1750
Gables Capital Management
Florida
$802K +$4.12K +35 +0.5%
68 69
70
71 72