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Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
1851
Legacy Edge Advisors
New York
$306K -$42K -917 -12%
SW
1852
SMART Wealth
Nebraska
$305K -$30.1K -657 -9%
IWN
1853
Independent Wealth Network
Iowa
$304K -$141K -3,087 -31%
LCM
1854
Lazari Capital Management
California
$303K +$14.8K +323 +5%
CA
1855
Claro Advisors
Massachusetts
$303K +$15K +327 +5%
SP
1856
Symmetry Partners
Connecticut
$302K -$47.5K -1,037 -13%
FFC
1857
First Financial Corp
Indiana
$302K -$13.8K -300 -4%
WWMSC
1858
Wagner Wealth Management (South Carolina)
South Carolina
$302K – – –
AA
1859
Alesco Advisors
New York
$302K -$458 -10 -0.1%
FWP
1860
Family Wealth Partners
North Carolina
$302K -$9.21K -201 -3%
OCM
1861
One Capital Management
California
$302K +$313K +6,838 New
FCG
1862
Fielder Capital Group
Tennessee
$301K -$57K -1,244 -15%
HPIA
1863
Hamilton Point Investment Advisors
North Carolina
$300K – – –
CW
1864
Channel Wealth
California
$299K +$367 +8 +0.1%
NDSI
1865
Newman Dignan & Sheerar Inc
Rhode Island
$299K +$12.6K +274 +4%
CWM
1866
Cranbrook Wealth Management
Michigan
$299K – – –
CC
1867
Cadinha & Co
Hawaii
$299K – – –
SMA
1868
Sage Mountain Advisors
Georgia
$298K -$825K -17,995 -73%
VWA
1869
VSM Wealth Advisory
Maryland
$297K – – –
OBWG
1870
Onyx Bridge Wealth Group
New York
$297K -$270K -5,897 -47%
T
1871
TOBAM
France
$297K +$308K +6,727 New
LWANC
1872
Laurel Wealth Advisors (North Carolina)
North Carolina
$297K +$458 +10 +0.4%
ZIG
1873
Zullo Investment Group
Pennsylvania
$296K -$275 -6 -0.1%
6F
1874
626 Financial
Michigan
$296K -$103K -2,250 -25%
LSA
1875
L & S Advisors
California
$296K -$43.8K -956 -12%
73 74
75
76 77