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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1801
Roxbury Financial
New Jersey
$994K +$9.76K +140 +1%
PA
1802
PFG Advisors
Arizona
$992K -$282K -4,039 -22%
GKWIM
1803
Gerber Kawasaki Wealth & Investment Management
California
$991K +$249K +3,570 +34%
AFA
1804
American Financial Advisors
Georgia
$990K +$3.56K +51 +0.4%
FCFC
1805
First Commonwealth Financial Corp
Pennsylvania
$988K -$99.9K -1,433 -9%
EFG
1806
Elevated Financial Group
Indiana
$988K +$986K +14,137 New
PWP
1807
Phillips Wealth Planners
Mississippi
$988K +$37.2K +533 +4%
NDSI
1808
Newman Dignan & Sheerar Inc
Rhode Island
$986K +$28.7K +412 +3%
TWA
1809
Talisman Wealth Advisors
New Jersey
$985K +$6.76K +97 +0.7%
TC
1810
Truvestments Capital
Florida
$985K -$110K -1,575 -10%
MW
1811
Maia Wealth
Colorado
$984K +$75.4K +1,081 +9%
PWP
1812
Perfromance Wealth Partners
Illinois
$983K -$26.8K -385 -3%
SIA
1813
SGL Investment Advisors
Montana
$981K +$25.8K +370 +3%
7WCP
1814
71 West Capital Partners
Massachusetts
$980K +$977K +14,021 New
CAM
1815
Cidel Asset Management
Ontario, Canada
$979K – – –
CBT
1816
Crews Bank & Trust
Florida
$979K -$25.7K -369 -3%
AAP
1817
Aristotle Atlantic Partners
Florida
$979K – – –
SP
1818
Stonebrook Private
Michigan
$978K -$5.37K -77 -0.5%
XSC
1819
X-Square Capital
Puerto Rico
$978K -$1.25M -17,926 -56%
MW
1820
MBL Wealth
North Carolina
$978K +$354K +5,082 +57%
MWA
1821
MN Wealth Advisors
Kansas
$977K -$49.6K -711 -5%
KFS
1822
Kurt F. Somerville
$975K -$69.7K -1,000 -7%
BCM
1823
Buckhead Capital Management
Georgia
$974K +$624K +8,949 +179%
AIC
1824
Archer Investment Corporation
Indiana
$974K +$19.8K +284 +2%
MPAM
1825
Murphy Pohlad Asset Management
Minnesota
$970K – – –
71 72
73
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