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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
3251
Luken Investment Analytics
Tennessee
$97K +$93.5K +307 New
ACA
3252
Atlas Capital Advisors
Wyoming
$95.4K -$7.92K -26 -8%
FFA
3253
Fairfield Financial Advisors
Massachusetts
$94.5K -$4.26K -14 -4%
FSWA
3254
Financial Synergies Wealth Advisors
Texas
$91.9K +$39.3K +129 +80%
OWA
3255
One Wealth Advisors
California
$90.7K +$87.4K +287 New
AWM
3256
Accel Wealth Management
Iowa
$90.1K +$305 +1 +0.4%
CCM
3257
Cribstone Capital Management
Maine
$88.1K -$1.52K -5 -2%
CMBA
3258
C.M. Bidwell & Associates
Hawaii
$87.2K +$68.5K +225 +441%
LFA
3259
Legend Financial Advisors
Pennsylvania
$85.3K +$25K +82 +44%
LWA
3260
Lowe Wealth Advisors
Maryland
$84.9K -$15.2K -50 -16%
TCM
3261
TD Capital Management
Tennessee
$83.9K +$7.31K +24 +10%
RBC
3262
Roble Belko & Company
Pennsylvania
$83K – – –
MAWCM
3263
Mine & Arao Wealth Creation & Management
California
$80.8K – – –
Q
3264
QVR
California
$78K +$75.2K +247 New
HWM
3265
HighMark Wealth Management
Minnesota
$73K +$914 +3 +1%
BHWM
3266
Bay Harbor Wealth Management
Maryland
$71K – – –
TC
3267
Tacita Capital
Ontario, Canada
$67K – – –
BC
3268
Belmont Capital
California
$65K – – –
IFAM
3269
Institutional & Family Asset Management
Colorado
$64.3K +$305 +1 +0.5%
SC
3270
Skylands Capital
Wisconsin
$63.2K – – –
TAIM
3271
TD Ameritrade Investment Management
Nebraska
$63K -$9.75K -32 -14%
SWM
3272
Sanctuary Wealth Management
Idaho
$58.6K +$56.7K +186 New
LFASL
3273
Lugano Financial Advisors SA (LFA)
Switzerland
$57.2K +$55.1K +181 New
HH
3274
HWG Holdings
Texas
$56K -$4.26K -14 -7%
GWMI
3275
Guardian Wealth Management (Illinois)
Illinois
$55.6K – – –
129 130
131
132 133