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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1851
Atwood & Palmer
Missouri
$709K -$9.94K -175 -1%
WA
1852
WealthTrust Axiom
Pennsylvania
$709K +$208K +3,657 +44%
KJWM
1853
Kiley Juergens Wealth Management
Washington
$709K +$31.1K +548 +5%
CCFM
1854
Clear Creek Financial Management
Washington
$709K +$153K +2,699 +29%
WI
1855
WrapManager Inc
California
$708K +$73.6K +1,295 +12%
RWPA
1856
Richard W. Paul & Associates
Michigan
$707K +$11.6K +205 +2%
LA
1857
LexAurum Advisors
Kansas
$705K -$104K -1,824 -13%
SIA
1858
Sit Investment Associates
Minnesota
$704K – – –
FFG
1859
Fortem Financial Group
California
$699K -$95.3K -1,678 -12%
VCM
1860
Virtue Capital Management
Tennessee
$699K -$138K -2,433 -17%
PIMG
1861
Patriot Investment Management Group
Tennessee
$698K +$19.1K +336 +3%
PPWP
1862
Premier Path Wealth Partners
New Jersey
$698K +$672K +11,839 New
FDCP
1863
Foster Dykema Cabot & Partners
Massachusetts
$698K +$672K +11,837 New
MI
1864
Motiv8 Investments
Florida
$696K +$671K +11,812 New
HI
1865
Hendershot Investments
Virginia
$696K – – –
RIS
1866
Retirement Income Solutions
Michigan
$694K – – –
I
1867
InceptionR
California
$692K +$250K +4,397 +60%
SCI
1868
S&CO Inc
Massachusetts
$690K -$26K -458 -4%
CCP
1869
Cassia Capital Partners
North Carolina
$689K -$9.88K -174 -1%
LIA
1870
LS Investment Advisors
Michigan
$687K -$199K -3,500 -23%
CIA
1871
Cape Investment Advisory
Georgia
$685K +$66.4K +1,169 +11%
AWC
1872
Abundance Wealth Counselors
Pennsylvania
$684K +$78.8K +1,387 +14%
SS
1873
Sunbelt Securities
Texas
$684K +$102K +1,804 +18%
SIS
1874
Sound Income Strategies
Florida
$682K +$290K +5,107 +79%
TFA
1875
Transamerica Financial Advisors
Florida
$680K -$335K -5,894 -34%
73 74
75
76 77