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Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
1726
American Institute for Advanced Investment Management
Arizona
$950K +$985K +4,349 New
EWA
1727
Exencial Wealth Advisors
Oklahoma
$944K +$7.02K +31 +0.7%
EF
1728
Empirical Finance
Pennsylvania
$943K +$341K +1,504 +53%
LFA
1729
Legacy Financial Advisors
Kentucky
$937K +$73.2K +323 +8%
ACM
1730
Anfield Capital Management
California
$936K +$890K +3,932 New
VWA
1731
Visionary Wealth Advisors
Illinois
$936K +$971K +4,286 New
CG
1732
Cynosure Group
Utah
$934K – – –
ECM
1733
ExodusPoint Capital Management
New York
$932K +$967K +4,269 New
AWE
1734
Avidian Wealth Enterprises
Texas
$931K +$235K +1,037 +32%
LWM
1735
Loveless Wealth Management
Montana
$929K +$961K +4,245 New
CSWG
1736
Cardinal Strategic Wealth Guidance
Kentucky
$929K +$965K +4,260 New
JIP
1737
Jaffetilchin Investment Partners
Florida
$926K -$78.6K -347 -8%
SMH
1738
Sanders Morris Harris
Texas
$925K – – –
MPAM
1739
Murphy Pohlad Asset Management
Minnesota
$923K +$12.5K +55 +1%
FFBTD
1740
First Financial Bank - Trust Division
Ohio
$922K -$74.5K -329 -7%
MFG
1741
MidWestOne Financial Group
Iowa
$922K -$28.3K -125 -3%
NA
1742
Navellier & Associates
Nevada
$920K +$17.7K +78 +2%
JFA
1743
Johanson Financial Advisors
California
$920K +$13.6K +60 +1%
CC
1744
Cypress Capital
Tennessee
$919K +$16.1K +71 +2%
LFASL
1745
Lugano Financial Advisors SA (LFA)
Switzerland
$916K +$950K +4,196 New
CCG
1746
Chatham Capital Group
Georgia
$914K – – –
NFG
1747
Nations Financial Group
Iowa
$913K +$94K +415 +11%
BWP
1748
Bernardo Wealth Planning
Pennsylvania
$912K – – –
BWL
1749
Bogart Wealth LLC
Virginia
$912K +$77.7K +343 +9%
BCM
1750
Boltwood Capital Management
California
$908K -$30.3K -134 -3%
68 69
70
71 72