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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1451
Regal Investment Advisors
Michigan
$995K +$21.2K +521 +3%
LWM
1452
LJI Wealth Management
Indiana
$994K -$13.6K -334 -2%
KA
1453
Klingman & Associates
New York
$993K +$2.4K +59 +0.3%
CHP
1454
Cable Hill Partners
Oregon
$992K -$4.63K -114 -0.5%
CF
1455
Centaurus Financial
California
$991K -$5.4K -133 -0.7%
SCM
1456
Spreng Capital Management
Ohio
$987K +$9.99K +246 +1%
UL
1457
Unionview LLC
Washington
$983K +$1.38K +34 +0.2%
HFBOT
1458
Home Federal Bank of Tennessee
Tennessee
$982K -$22.3K -550 -3%
LC
1459
Lindbrook Capital
California
$982K +$6.95K +171 +0.9%
ACA
1460
Atlas Capital Advisors
Wyoming
$979K – – –
SPI
1461
Sutton Place Investors
New York
$978K +$791K +19,464 New
FSA
1462
Financial Sense Advisors
California
$977K -$27.8K -684 -3%
HIC
1463
Harvey Investment Company
Kentucky
$973K – – –
CCA
1464
Cobblestone Capital Advisors
New York
$973K – – –
GWM
1465
GSB Wealth Management
Connecticut
$973K -$9.14K -225 -1%
PG
1466
Prostatis Group
Maryland
$970K -$2.92K -72 -0.4%
IIL
1467
Insight Inv LLC
California
$970K – – –
BHBT
1468
Burke & Herbert Bank & Trust
Virginia
$965K -$9.26K -228 -1%
FBFS
1469
First Business Financial Services
Wisconsin
$964K +$772 +19 +0.1%
TIA
1470
Tiemann Investment Advisors
California
$964K +$8.13K +200 +1%
LJHT
1471
Laurie J. Hall Trustee
$964K -$28.4K -700 -4%
CWM
1472
Congress Wealth Management
Massachusetts
$963K +$106K +2,616 +16%
PRS
1473
Pinkerton Retirement Specialists
Idaho
$962K +$777K +19,139 New
TSWM
1474
Tyler-Stone Wealth Management
Ohio
$958K +$1.3K +32 +0.2%
VAM
1475
Vienna Asset Management
California
$956K +$812K +20,000 New
57 58
59
60 61