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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
1001
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$433K -$207K -4,011 -34%
JIC
1002
Joel Isaacson & Co
New York
$433K -$40.2K -779 -9%
CBN
1003
Cadence Bank NA
Texas
$431K – – –
PFS
1004
Prospera Financial Services
Texas
$431K +$47K +910 +13%
MM
1005
Meridian Management
Arkansas
$429K -$25.9K -502 -6%
AWM
1006
Aberdeen Wealth Management
Illinois
$428K +$398K +7,700 New
BBI
1007
Baxter Bros Inc
Connecticut
$425K -$46K -890 -10%
CF
1008
Centaurus Financial
California
$425K +$23.5K +454 +6%
WPC
1009
Waters Parkerson & Co
Louisiana
$424K +$64.1K +1,241 +19%
BOPW
1010
Brandywine Oak Private Wealth
Pennsylvania
$423K -$43.5K -842 -10%
AWE
1011
Avidian Wealth Enterprises
Texas
$421K +$174K +3,374 +80%
BFA
1012
Beaumont Financial Advisors
Massachusetts
$420K -$7.34K -142 -2%
SS
1013
Simplicity Solutions
Minnesota
$419K +$79.2K +1,533 +26%
CGA
1014
Crescent Grove Advisors
Illinois
$418K -$5.12K -99 -1%
FANJ
1015
Financial Architects (New Jersey)
New Jersey
$417K -$58.3K -1,128 -13%
CT
1016
Cambridge Trust
Massachusetts
$414K -$18.2K -353 -5%
FNT
1017
First Nebraska Trust
Nebraska
$414K -$7.03K -136 -2%
SWM
1018
Selective Wealth Management
Virginia
$413K – – –
MWM
1019
Modera Wealth Management
New Jersey
$412K -$6.25K -121 -2%
IWP
1020
Icon Wealth Partners
Texas
$412K -$2.53K -49 -0.7%
WP
1021
WealthShield Partners
North Carolina
$411K – – –
FA
1022
Financial Advisors
Massachusetts
$410K -$6.15K -119 -2%
EM
1023
ELCO Management
New York
$410K -$2.07K -40 -0.5%
BRWM
1024
B. Riley Wealth Management
Tennessee
$410K +$10.3K +200 +3%
WI
1025
Wintrust Investments
Illinois
$407K -$95.2K -1,842 -20%
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