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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1451
REDW Wealth
New Mexico
$687K -$3.38K -97 -0.5%
HWP
1452
Highline Wealth Partners
California
$686K – – –
RIA
1453
Regal Investment Advisors
Michigan
$686K -$30.2K -867 -4%
SC
1454
SouthState Corp
Florida
$685K -$16.4K -470 -2%
FFWA
1455
FRG Family Wealth Advisors
Washington
$683K -$67.5K -1,938 -9%
FBFS
1456
First Business Financial Services
Wisconsin
$681K -$40.2K -1,155 -6%
GLA
1457
Good Life Advisors
Pennsylvania
$681K -$2.4K -69 -0.4%
CWP
1458
Corepath Wealth Partners
Arizona
$681K +$4.91K +141 +0.8%
I2I
1459
Insight 2811 Inc
Illinois
$679K -$47.4K -1,361 -7%
WA
1460
Waddell & Associates
Tennessee
$678K -$6.65K -191 -1%
PG
1461
Prostatis Group
Maryland
$677K +$23K +659 +4%
CWP
1462
Concord Wealth Partners
Virginia
$677K +$394K +11,313 +146%
TSWM
1463
Tyler-Stone Wealth Management
Ohio
$677K -$39.3K -1,129 -6%
HIM
1464
Herald Investment Management
United Kingdom
$675K – – –
TIA
1465
Tiemann Investment Advisors
California
$675K – – –
WE
1466
Wealth Effects
Massachusetts
$674K -$125K -3,599 -16%
NS
1467
NBC Securities
Alabama
$673K +$660K +18,951 New
AC
1468
Avestar Capital
New York
$669K +$59.3K +1,701 +10%
PWW
1469
Pettyjohn Wood & White
Virginia
$665K +$2.02K +58 +0.3%
PCS
1470
Personal CFO Solutions
New Jersey
$662K -$59.7K -1,715 -8%
HCM
1471
Hollencrest Capital Management
California
$661K +$348 +10 +0.1%
CIC
1472
Crawford Investment Counsel
Georgia
$659K -$11.9K -343 -2%
GFS
1473
GYL Financial Synergies
Connecticut
$658K -$3K -86 -0.5%
TWA
1474
TCI Wealth Advisors
Arizona
$655K -$3.8K -109 -0.6%
FBA
1475
Front Barnett Associates
Illinois
$655K -$9.58K -275 -1%
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