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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
701
World Investment Advisors
California
$596K -$253K -18,775 -27%
BFWM
702
Bright Futures Wealth Management
New York
$595K -$210K -15,561 -27%
CCG
703
Coastwise Capital Group
California
$593K -$100K -7,415 -15%
EWS
704
Evergreen Wealth Solutions
Pennsylvania
$587K -$31.4K -2,326 -5%
AW
705
Alteri Wealth
California
$587K +$371K +27,512 +187%
SC
706
Syon Capital
California
$581K -$6.58K -488 -1%
SW
707
Simplicity Wealth
New Jersey
$581K +$79.6K +5,900 +16%
BC
708
Burney Company
Virginia
$581K +$16.8K +1,246 +3%
TCWA
709
Turtle Creek Wealth Advisors
Texas
$577K +$20.8K +1,545 +4%
SW
710
SkyOak Wealth
Michigan
$576K +$27 +2 +0%
DMBA
711
Deseret Mutual Benefit Administrators
Utah
$572K -$56.4K -4,178 -9%
CCWA
712
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$570K +$231K +17,112 +72%
AA
713
Advisory Alpha
Michigan
$570K -$47.7K -3,536 -8%
BAM
714
Blueshift Asset Management
New Jersey
$570K -$472 -35 -0.1%
FA
715
FSA Advisors
Michigan
$569K +$69.5K +5,151 +14%
PWM
716
Pines Wealth Management
North Carolina
$569K +$11.3K +837 +2%
PCIA
717
Prime Capital Investment Advisors
Kansas
$568K +$2.46K +182 +0.4%
ECA
718
Elevated Capital Advisors
Utah
$568K -$629K -46,596 -53%
CCA
719
Checchi Capital Advisers
California
$565K -$4.03K -299 -0.7%
PDL
720
Portfolio Design Labs
California
$564K -$1.47M -109,107 -73%
WS
721
Wedbush Securities
California
$564K -$117K -8,639 -18%
WPC
722
Wedmont Private Capital
Pennsylvania
$560K +$25.2K +1,866 +5%
SWM
723
Stockman Wealth Management
Montana
$558K – – –
PPWP
724
Premier Path Wealth Partners
New Jersey
$557K +$2.87K +213 +0.5%
MGIA
725
Moneta Group Investment Advisors
Missouri
$557K -$13.2K -982 -2%
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