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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
2226
Total Clarity Wealth Management
Illinois
$885K -$44.2K -145 -5%
LC
2227
LCNB Corp
Ohio
$885K -$32K -105 -4%
VEA
2228
Virtus ETF Advisers
New York
$885K +$853K +2,801 New
AFG
2229
Alterity Financial Group
Maine
$884K -$10.4K -34 -1%
BG
2230
Benedetti & Gucer
Georgia
$882K -$91.4K -300 -10%
MWC
2231
MBM Wealth Consultants
Missouri
$881K -$32K -105 -4%
PCS
2232
Personal CFO Solutions
New Jersey
$879K +$1.52K +5 +0.2%
SGCA
2233
Steel Grove Capital Advisors
Tennessee
$879K – – –
TFM
2234
TFC Financial Management
Massachusetts
$876K -$12.2K -40 -1%
FFWA
2235
FRG Family Wealth Advisors
Washington
$876K – – –
SMA
2236
Sage Mountain Advisors
Georgia
$876K +$131K +430 +18%
RB
2237
Renasant Bank
Mississippi
$874K +$154K +505 +22%
EFG
2238
Everhart Financial Group
Ohio
$874K +$387K +1,270 +85%
TBC
2239
Ted Buchan & Co
California
$871K +$840K +2,758 New
SWA
2240
Sax Wealth Advisors
New Jersey
$868K +$145K +477 +21%
SHFA
2241
SC&H Financial Advisors
Maryland
$867K -$32.6K -107 -4%
AAM
2242
Autus Asset Management
Arizona
$867K -$32K -105 -4%
MCM
2243
McRae Capital Management
New Jersey
$866K +$9.14K +30 +1%
MSWM
2244
McGlone Suttner Wealth Management
Wisconsin
$865K +$834K +2,739 New
CWM
2245
Catalyst Wealth Management
Georgia
$865K +$834K +2,739 New
AWS
2246
Aspen Wealth Strategies
Colorado
$863K +$832K +2,731 New
DOA
2247
D'Orazio & Associates
Virginia
$861K +$275K +904 +50%
TIA
2248
Tandem Investment Advisors
South Carolina
$859K -$299K -983 -27%
WCM
2249
Windsor Capital Management
Arizona
$855K -$27.1K -89 -3%
SPWG
2250
Syntegra Private Wealth Group
Missouri
$854K +$824K +2,704 New
88 89
90
91 92