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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1076
IVC Wealth Advisors
Pennsylvania
$317K +$2.83K +17 +0.9%
TWA
1077
TCI Wealth Advisors
Arizona
$316K -$15.8K -95 -5%
CFS
1078
CRA Financial Services
New Jersey
$316K +$8.47K +51 +3%
CG
1079
CFO4Life Group
Texas
$316K +$18.8K +113 +7%
C
1080
CFO4Life
Texas
$316K +$303K +1,822 New
TPW
1081
Transatlantique Private Wealth
New York
$315K +$312K +1,880 New
KLCM
1082
KG&L Capital Management
Louisiana
$313K -$89.2K -537 -23%
JWM
1083
JGP Wealth Management
Oregon
$313K – – –
FAIM
1084
Financial Advocates Investment Management
Washington
$313K +$332 +2 +0.1%
LWM
1085
Lodestone Wealth Management
Washington
$313K +$300K +1,807 New
CAM
1086
Costello Asset Management
Pennsylvania
$313K +$166 +1 +0.1%
CFG
1087
Cooper Financial Group
California
$312K +$53.5K +322 +22%
CA
1088
Clearstead Advisors
Ohio
$311K -$92.6K -557 -24%
VA
1089
Valmark Advisers
Ohio
$311K -$32.4K -195 -10%
PPW
1090
Pasadena Private Wealth
California
$311K – – –
LIA
1091
LBMC Investment Advisors
Tennessee
$311K – – –
JIP
1092
Jaffetilchin Investment Partners
Florida
$311K +$42.4K +255 +17%
JWCA
1093
J.W. Cole Advisors
Florida
$310K -$95.4K -574 -24%
WANY
1094
Wealthspire Advisors (New York)
New York
$310K -$357K -2,149 -55%
WPC
1095
Wedmont Private Capital
Pennsylvania
$308K +$275K +1,657 New
WAM
1096
WNY Asset Management
New York
$307K -$831 -5 -0.3%
SVWAG
1097
Sound View Wealth Advisors Group
Georgia
$306K -$103K -622 -34%
WG
1098
Winton Group
United Kingdom
$306K +$293K +1,764 New
LIM
1099
Loudon Investment Management
New Hampshire
$305K +$42.2K +254 +17%
CCM
1100
Crew Capital Management
Ohio
$304K – – –
42 43
44
45 46