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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1301
Sanctuary Wealth Management
Idaho
$101K +$95.2K +1,936 New
CA
1302
Centerpoint Advisors
Massachusetts
$99K – – –
HNWAG
1303
High Net Worth Advisory Group
Florida
$97.1K -$29.6K -602 -24%
TCM
1304
TD Capital Management
Tennessee
$96.6K – – –
CFFP
1305
Center for Financial Planning
Michigan
$95.5K – – –
SSG
1306
Summit Securities Group
New York
$93K +$87K +1,770 +88,500%
FCA
1307
FinTrust Capital Advisors
South Carolina
$92.6K – – –
PFA
1308
Pathway Financial Advisers
Indiana
$92.2K +$86.8K +1,766 New
EIM
1309
Essex Investment Management
Massachusetts
$92K – – –
3IP
1310
3Chopt Investment Partners
Virginia
$91.8K +$86.4K +1,758 New
SCM
1311
Silvant Capital Management
Georgia
$90.7K – – –
LFG
1312
Larson Financial Group
Missouri
$90.5K – – –
GIA
1313
GHP Investment Advisors
Colorado
$88.5K -$8.11K -165 -9%
IHWM
1314
Iron Horse Wealth Management
Iowa
$88K +$42K +854 +104%
FFA
1315
Farther Finance Advisors
California
$86.8K +$81.8K +1,663 New
ME
1316
McIlrath & Eck
Washington
$86K -$9.68K -197 -11%
CWP
1317
Concord Wealth Partners
Virginia
$85.8K +$80.8K +1,644 New
CT
1318
Clearstead Trust
Maine
$83K -$8.31K -169 -10%
PMFA
1319
Plante Moran Financial Advisors
Michigan
$81.6K +$5.21K +106 +7%
GFPC
1320
Global Financial Private Client
Florida
$77.4K – – –
FP
1321
Financial Perspectives
Minnesota
$77.1K +$98 +2 +0.1%
OIA
1322
Optimum Investment Advisors
Illinois
$76.5K -$983 -20 -1%
WPA
1323
West Paces Advisors
Georgia
$76.3K – – –
TFGT
1324
TS Financial Group (TSFG)
Illinois
$76K – – –
CA
1325
Continuum Advisory
Idaho
$75.9K -$8.85K -180 -0.5%
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