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Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1176
Avidian Wealth Enterprises
Texas
$2.44M +$80.4K +1,174 +4%
CPIG
1177
Chicago Partners Investment Group
Illinois
$2.42M +$15.2K +222 +0.6%
IIA
1178
ICW Investment Advisors
Arizona
$2.42M +$20.3K +296 +0.9%
WCM
1179
Whitener Capital Management
North Carolina
$2.42M +$65.4K +955 +3%
CIA
1180
Cohen Investment Advisors
New Hampshire
$2.41M +$150K +2,184 +7%
TCA
1181
Transcend Capital Advisors
New Jersey
$2.41M +$18K +263 +0.8%
CLA
1182
Carnegie Lake Advisors
New Jersey
$2.41M +$2.29M +33,480 New
MAWAG
1183
Mid-American Wealth Advisory Group
Missouri
$2.4M -$370K -5,409 -14%
PDL
1184
Portfolio Design Labs
California
$2.39M -$676K -9,878 -23%
IFG
1185
Independent Financial Group
California
$2.39M +$175K +2,561 +8%
CCA
1186
Cobblestone Capital Advisors
New York
$2.38M +$9.86K +144 +0.4%
SAM
1187
Smartleaf Asset Management
Massachusetts
$2.36M +$564K +8,235 +33%
CAC
1188
Certified Advisory Corp
Florida
$2.36M -$6.92K -101 -0.3%
I
1189
INVST
Indiana
$2.36M -$31.8K -464 -1%
SG
1190
StoneX Group
New York
$2.36M +$237K +3,457 +12%
AWM
1191
Aprio Wealth Management
Georgia
$2.35M -$122K -1,776 -5%
WIC
1192
Wilkins Investment Counsel
Massachusetts
$2.35M -$232K -3,381 -9%
FHA
1193
Flagship Harbor Advisors
Massachusetts
$2.34M -$72.2K -1,055 -3%
CCWA
1194
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.34M +$27K +394 +1%
MGWM
1195
Marks Group Wealth Management
Minnesota
$2.34M -$11.8K -173 -0.5%
CAM
1196
Cypress Asset Management
Texas
$2.34M -$118K -1,729 -5%
RC
1197
Roundview Capital
New Jersey
$2.33M -$65.9K -963 -3%
LFG
1198
Larson Financial Group
Missouri
$2.33M +$605K +8,837 +37%
GWM
1199
Geneos Wealth Management
Colorado
$2.33M +$222K +3,236 +11%
PCA
1200
Peddock Capital Advisors
Massachusetts
$2.33M +$10.9K +159 +0.5%
46 47
48
49 50