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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
1751
Cypress Point Wealth Management
Texas
$874K +$13.8K +223 +2%
GWA
1752
Gratus Wealth Advisors
Virginia
$873K +$56.6K +914 +7%
CW
1753
Cook Wealth
North Carolina
$870K +$815K +13,170 New
LMKC
1754
L.M. Kohn & Company
Ohio
$867K -$120K -1,945 -12%
EWA
1755
EverSource Wealth Advisors
Alabama
$867K +$35.5K +573 +5%
IP
1756
Intellectus Partners
California
$866K +$80.6K +1,302 +11%
GWANC
1757
Guardian Wealth Advisors (North Carolina)
North Carolina
$865K -$20K -323 -2%
BI
1758
Ballast Inc
Kentucky
$864K +$124 +2 +0%
MI
1759
Motiv8 Investments
Florida
$864K +$38.1K +615 +5%
MFG
1760
Mainsail Financial Group
Washington
$863K +$59.4K +959 +8%
NDSI
1761
Newman Dignan & Sheerar Inc
Rhode Island
$862K -$2.97K -48 -0.4%
MWA
1762
MN Wealth Advisors
Kansas
$861K +$18.6K +301 +2%
KLCM
1763
KG&L Capital Management
Louisiana
$860K -$54.8K -886 -6%
BWA
1764
Beam Wealth Advisors
Louisiana
$859K +$382K +6,179 +85%
AC
1765
Allstate Corporation
Illinois
$858K +$16.1K +260 +2%
LF
1766
LifeSteps Financial
California
$856K – – –
PBK
1767
Peoples Bank (Kansas)
Kansas
$855K -$14.9K -240 -2%
CT
1768
Clearstead Trust
Maine
$855K -$35.5K -573 -4%
BDFN
1769
Bond & Devick Financial Network
Minnesota
$854K +$10.8K +175 +1%
PCM
1770
Permanent Capital Management
Illinois
$853K +$741K +11,973 New
WAG
1771
Wiser Advisor Group
Arizona
$853K -$19.3K -311 -2%
CBT
1772
Central Bank & Trust
Kentucky
$846K +$13K +210 +2%
AA
1773
ACT Advisors
North Carolina
$846K +$22.6K +365 +3%
ALAM
1774
Asahi Life Asset Management
Japan
$845K -$434K -7,008 -35%
WA
1775
Wealth Alliance
New York
$845K -$20.6K -333 -2%
69 70
71
72 73