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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
876
Legacy Advisors
Pennsylvania
$461K +$8.8K +112 +2%
AWE
877
Avidian Wealth Enterprises
Texas
$461K +$102K +1,300 +28%
OIA
878
OneDigital Investment Advisors
Kansas
$459K -$375K -4,772 -44%
BMCM
879
Bryn Mawr Capital Management
Pennsylvania
$459K +$18.8K +239 +4%
SP
880
Stablepoint Partners
Massachusetts
$457K – – –
T
881
TrustBank
Illinois
$456K – – –
TVPW
882
Third View Private Wealth
Connecticut
$455K +$52.3K +666 +13%
RCWM
883
Royal Capital Wealth Management
Indiana
$454K +$393 +5 +0.1%
RCA
884
Resonant Capital Advisors
Wisconsin
$454K +$14K +178 +3%
HIP
885
HUB Investment Partners
Texas
$452K +$135K +1,723 +42%
RF
886
RHS Financial
California
$452K +$47.6K +606 +12%
SL
887
Sentinus LLC
Illinois
$452K +$67.4K +858 +17%
HCP
888
Hexagon Capital Partners
Arkansas
$452K +$7.62K +97 +2%
LA
889
LexAurum Advisors
Kansas
$451K -$37.2K -473 -7%
SAI
890
Systematic Alpha Investments
New Jersey
$449K – – –
BCM
891
Brookstone Capital Management
Illinois
$449K +$11.6K +148 +3%
SW
892
SteelPeak Wealth
California
$448K -$2.65M -33,747 -85%
ML
893
McAdam LLC
Pennsylvania
$447K +$66.4K +845 +17%
SACTSONJ
894
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$446K -$42K -534 -8%
PCS
895
Personal CFO Solutions
New Jersey
$445K +$21.3K +271 +5%
PWG
896
Portside Wealth Group
Utah
$444K +$17.9K +228 +4%
SFG
897
Sovereign Financial Group
Connecticut
$443K -$7.23K -92 -2%
HMS
898
Hanseatic Management Services
New Mexico
$443K +$56.5K +719 +14%
HVP
899
Hudson Value Partners
Florida
$442K +$451K +5,734 New
UWM
900
Urban Wealth Management
California
$440K +$152K +1,931 +51%
34 35
36
37 38