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Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
651
Evergreen Wealth Solutions
Pennsylvania
$405K -$2.03K -208 -0.5%
GI
652
GAMMA Investing
California
$404K -$5.14K -526 -1%
SC
653
Searle & Co
Connecticut
$401K – – –
GAA
654
Global Assets Advisory
Florida
$400K +$422K +43,248 New
FM
655
Foster & Motley
Ohio
$400K -$16.4K -1,679 -4%
AFG
656
Atomi Financial Group
New York
$400K +$199K +20,415 +105%
WIA
657
World Investment Advisors
California
$398K -$55.4K -5,670 -13%
RWMG
658
Redwood Wealth Management Group
New Jersey
$398K +$11.5K +1,182 +3%
VCA
659
Verdence Capital Advisors
Maryland
$398K -$30.4K -3,116 -7%
DC
660
Davenport & Co
Virginia
$398K -$7.04K -721 -2%
CI
661
Cigna Investments
Connecticut
$397K -$5.31K -544 -1%
FWP
662
FAS Wealth Partners
Kansas
$396K +$420 +43 +0.1%
CIG
663
Cairn Investment Group
Washington
$395K -$23.4K -2,400 -6%
QFW
664
QTR Family Wealth
Florida
$394K +$383K +39,251 New
PWM
665
Perigon Wealth Management
California
$392K +$27.7K +2,832 +8%
HCM
666
Hollencrest Capital Management
California
$391K +$19.5K +2,000 +5%
NFSG
667
Newbridge Financial Services Group
Florida
$385K +$25.3K +2,594 +7%
WW
668
Waterfront Wealth
Kansas
$379K +$239K +24,476 +183%
SAG
669
SageView Advisory Group
California
$377K -$43.9K -4,497 -11%
TPA
670
Trivium Point Advisory
Connecticut
$377K -$120K -12,297 -25%
WAP
671
Wealthcare Advisory Partners
Pennsylvania
$376K -$98.7K -10,105 -21%
FRA
672
Frank Rimerman Advisors
California
$374K -$220K -22,473 -38%
WIM
673
WealthPlan Investment Management
Nebraska
$374K +$133K +13,573 +57%
AWA
674
Arbor Wealth Advisors
Michigan
$373K – – –
EFS
675
Essex Financial Services
Connecticut
$373K -$81.3K -8,319 -18%
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