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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2176
Lifeworks Advisors
Michigan
$807K +$83.8K +284 +11%
RFN
2177
RDA Financial Network
Iowa
$803K +$65K +220 +8%
WAAG
2178
Wealth Alliance Advisory Group
Kansas
$802K +$70.6K +239 +9%
CC
2179
Callan Capital
California
$801K – – –
TCPWM
2180
Traverso Chambers Private Wealth Management
California
$800K – – –
WA
2181
WESPAC Advisors
California
$800K +$491K +1,664 +133%
GFP
2182
Guardian Financial Partners
California
$799K -$108K -365 -11%
ACM
2183
AUA Capital Management
Pennsylvania
$799K – – –
VIM
2184
VELA Investment Management
Ohio
$799K +$461K +1,560 +115%
FAG
2185
Fortitude Advisory Group
Washington
$796K -$63.5K -215 -7%
SCFS
2186
S.C. Financial Services
Arizona
$795K -$31.3K -106 -4%
EA
2187
Emerald Advisors
Washington
$793K +$93.6K +317 +12%
GAG
2188
GM Advisory Group
New York
$792K -$67.9K -230 -7%
IIA
2189
IPG Investment Advisors
California
$792K +$595K +2,014 +230%
AT
2190
Arvest Trust
Oklahoma
$791K -$42.2K -143 -5%
CAG
2191
Curtis Advisory Group
California
$788K +$590 +2 +0.1%
PCS
2192
Personal CFO Solutions
New Jersey
$788K +$10.3K +35 +1%
OCM
2193
Osterweis Capital Management
California
$784K -$242K -820 -22%
JFA
2194
JNBA Financial Advisors
Minnesota
$784K +$3.54K +12 +0.4%
SWA
2195
SOA Wealth Advisors
New York
$784K +$4.43K +15 +0.5%
CCM
2196
Compton Capital Management
Rhode Island
$782K -$2.29M -7,755 -73%
WCM
2197
Windsor Capital Management
Arizona
$782K +$57.9K +196 +7%
NF
2198
NTB Financial
Colorado
$782K +$237K +802 +39%
RZH
2199
Relyea Zuckerberg Hanson
Connecticut
$781K +$12.4K +42 +1%
EW
2200
Evoke Wealth
California
$779K +$107K +363 +15%
86 87
88
89 90