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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1401
Strategy Asset Managers
California
$1.25M +$943 +3 +0.1%
AIM
1402
Avity Investment Management
Connecticut
$1.25M +$17.6K +56 +1%
BMA
1403
Brooks Moore & Associates
Tennessee
$1.25M – – –
PPWM
1404
Paragon Private Wealth Management
Kentucky
$1.24M +$201K +638 +17%
AFGAS
1405
Allegiance Financial Group Advisory Services
Virginia
$1.24M +$69.8K +222 +5%
VWM
1406
Venturi Wealth Management
Texas
$1.24M +$5.34K +17 +0.4%
AWM
1407
Ameliora Wealth Management
Switzerland
$1.24M -$53.1K -169 -4%
IA
1408
Inspire Advisors
Idaho
$1.23M +$1.04M +3,319 +324%
AFA
1409
American Financial Advisors
Georgia
$1.23M +$629 +2 +0%
NRC
1410
New Republic Capital
North Carolina
$1.23M -$250K -794 -16%
GSEP
1411
Golden State Equity Partners
California
$1.23M +$915K +2,912 +207%
CCA
1412
Childress Capital Advisors
Texas
$1.22M -$85.2K -271 -6%
KAM
1413
Karani Asset Management
New York
$1.22M +$473K +1,504 +54%
WA
1414
Wealth Alliance
New York
$1.22M +$249K +793 +23%
LWL
1415
Leo Wealth LLC
Texas
$1.22M +$16K +51 +1%
IWA
1416
Icon Wealth Advisors
Texas
$1.22M +$61K +194 +5%
IDA
1417
Intelligence Driven Advisers
California
$1.22M -$36.1K -115 -3%
TFG
1418
Taylor Financial Group
Virginia
$1.22M -$48.7K -155 -3%
KIA
1419
Knollwood Investment Advisory
Maryland
$1.22M – – –
LIA
1420
LifePlan Investment Advisors
North Carolina
$1.21M -$64.7K -206 -5%
WCG
1421
Weaver Consulting Group
California
$1.21M -$1.89K -6 -0.1%
TBA
1422
Tower Bridge Advisors
Pennsylvania
$1.21M -$94.3K -300 -7%
CFMC
1423
Curbstone Financial Management Corp
New Hampshire
$1.21M +$15.7K +50 +1%
FFG
1424
Fortem Financial Group
California
$1.21M +$83.9K +267 +7%
QWM
1425
QP Wealth Management
New Jersey
$1.21M -$1.31M -4,162 -49%
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