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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1951
Strive Financial Group
Indiana
$598K +$579K +5,260 New
GPWM
1952
Grant Private Wealth Management
California
$598K -$6.17K -56 -1%
ACS
1953
Archford Capital Strategies
Illinois
$597K -$16.1K -146 -3%
DC
1954
DeDora Capital
California
$595K -$22K -200 -4%
HCM
1955
Hollencrest Capital Management
California
$594K -$15.1K -137 -3%
EWS
1956
Evergreen Wealth Solutions
Pennsylvania
$593K -$5.29K -48 -0.9%
ML
1957
McAdam LLC
Pennsylvania
$592K +$57.4K +521 +11%
GPA
1958
Garrison Point Advisors
California
$592K -$21.1K -192 -4%
MC
1959
Miramontes Capital
California
$592K +$573K +5,203 New
CWI
1960
Conscious Wealth Investments
Florida
$591K -$229K -2,077 -27%
IGAM
1961
iA Global Asset Management
Quebec, Canada
$591K -$830K -7,535 -59%
IP
1962
Investment Partners
Ohio
$590K – – –
CAM
1963
Cozad Asset Management
Illinois
$590K – – –
CCMG
1964
Connecticut Capital Management Group
Connecticut
$589K +$570K +5,178 New
GWANC
1965
Guardian Wealth Advisors (North Carolina)
North Carolina
$587K -$937K -8,512 -62%
FWI
1966
Facet Wealth Inc
Maryland
$586K +$257K +2,331 +77%
FHC
1967
First Heartland Consultants
Missouri
$586K – – –
CYG
1968
Clean Yield Group
Vermont
$586K -$330 -3 -0.1%
JC
1969
JM2 Capital
Oklahoma
$586K +$567K +5,147 New
SIAP
1970
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$585K -$15K -136 -3%
MCM
1971
Morton Capital Management
California
$585K -$56.7K -515 -9%
JPLA
1972
Joseph P. Lucia & Associates
New York
$583K -$76.5K -695 -12%
NFG
1973
Nadler Financial Group
Illinois
$583K -$27.4K -249 -5%
KFS
1974
Keynote Financial Services
Connecticut
$582K -$256K -2,320 -31%
SA
1975
SRH Advisors
Kansas
$582K +$5.18K +47 +0.9%
77 78
79
80 81