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Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
2201
Traverso Chambers Private Wealth Management
California
$919K -$2.13K -7 -0.2%
PIA
2202
Pinion Investment Advisors
Kansas
$918K -$280K -919 -24%
MAG
2203
MRA Advisory Group
New Jersey
$913K -$210K -689 -19%
PHS
2204
Pekin Hardy Strauss
Illinois
$911K -$46K -151 -5%
PWM
2205
Paulson Wealth Management
Illinois
$911K +$1.83K +6 +0.2%
PG
2206
Patten Group
Tennessee
$911K -$61.5K -202 -7%
MAM
2207
McLean Asset Management
Virginia
$911K +$10.4K +34 +1%
VC
2208
Veracity Capital
Georgia
$910K +$121K +398 +16%
EA
2209
Emerald Advisors
Washington
$909K -$39.6K -130 -4%
MFT
2210
Moisand Fitzgerald Tamayo
Florida
$907K -$914 -3 -0.1%
WE
2211
Wealth Effects
Massachusetts
$906K +$77.1K +253 +10%
CFO
2212
CVA Family Office
Colorado
$903K -$38.4K -126 -4%
OFG
2213
OmniStar Financial Group
North Carolina
$903K +$38.7K +127 +5%
CWM
2214
Collaborative Wealth Management
Florida
$903K +$404K +1,325 +86%
PRWA
2215
Platte River Wealth Advisors
Colorado
$901K – – –
GAG
2216
GM Advisory Group
New York
$901K +$78.3K +257 +10%
BOM
2217
Bank of Marin
California
$899K -$47.2K -155 -5%
MCM
2218
Mendel Capital Management
Arkansas
$897K +$37.2K +122 +4%
IBOK
2219
Independence Bank of Kentucky
Kentucky
$892K +$51.8K +170 +6%
T
2220
TNF
Montana
$891K – – –
FNA
2221
First National Advisers
Nebraska
$891K -$58.8K -193 -6%
RF
2222
Resolute Financial
Massachusetts
$890K -$105K -344 -11%
SIA
2223
Strategic Investment Advisors
Michigan
$890K -$61.5K -202 -7%
VC
2224
Vicus Capital
Pennsylvania
$890K -$45.7K -150 -5%
SPWM
2225
Spartan Planning & Wealth Management
North Carolina
$889K +$857K +2,814 New
87 88
89
90 91