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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
926
EverSource Wealth Advisors
Alabama
$233K -$122K -2,632 -34%
OWM
927
OneAscent Wealth Management
Alabama
$232K -$1.02K -22 -0.4%
AC
928
ASB Consultores
Florida
$231K +$1.34K +29 +0.6%
LFG
929
Larson Financial Group
Missouri
$230K +$103K +2,227 +77%
NRS
930
Neville Rodie & Shaw
New York
$229K – – –
CFG
931
Citizens Financial Group
Rhode Island
$228K +$5.47K +118 +2%
SFG
932
Sovereign Financial Group
Connecticut
$227K – – –
AIA
933
Alera Investment Advisors
Illinois
$227K +$235K +5,060 New
OWA
934
Opal Wealth Advisors
New York
$227K +$21K +453 +10%
CP
935
Camelot Portfolios
Ohio
$224K – – –
ISL
936
Ingalls & Snyder LLC
New York
$224K – – –
SXL
937
Summit X LLC
Missouri
$222K -$123K -2,651 -36%
IFG
938
Independent Financial Group
California
$221K +$229K +4,932 New
MFA
939
Mayflower Financial Advisors
Massachusetts
$221K +$6.54K +141 +3%
MMA
940
Miracle Mile Advisors
California
$220K +$228K +4,910 New
QFA
941
Quantum Financial Advisors
California
$218K – – –
AWA
942
Arete Wealth Advisors
Illinois
$218K -$16.2K -349 -7%
AMBIA
943
Allen Mooney & Barnes Investment Advisors
Georgia
$217K +$46 +1 +0%
GWSG
944
GPS Wealth Strategies Group
Colorado
$217K +$5.93K +128 +3%
EWA
945
Exencial Wealth Advisors
Oklahoma
$216K +$649 +14 +0.3%
RCWM
946
Royal Capital Wealth Management
Indiana
$215K +$232 +5 +0.1%
CRI
947
Colonial River Investments
Virginia
$214K +$222K +4,782 New
CWP
948
Concord Wealth Partners
Virginia
$211K +$34.7K +748 +19%
BMC
949
Beaton Management Company
Massachusetts
$210K – – –
CFGS
950
Concourse Financial Group Securities
Alabama
$210K -$7.79K -168 -3%
36 37
38
39 40