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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1901
Cornerstone Management
Georgia
$772K -$65 -1 -0%
SP
1902
Stonebrook Private
Michigan
$771K +$33.9K +519 +4%
JC
1903
JB Capital
Connecticut
$768K -$9.92K -152 -1%
SFG
1904
Seamount Financial Group
Colorado
$766K -$37.6K -576 -4%
MA
1905
MBA Advisors
Pennsylvania
$766K +$55.2K +845 +7%
CCWM
1906
Cassaday & Co Wealth Management
Virginia
$764K +$41.3K +632 +5%
AIM
1907
Alhambra Investment Management
Florida
$763K – – –
RDWM
1908
Red Door Wealth Management
Tennessee
$763K +$104K +1,589 +15%
RFA
1909
Register Financial Advisors
Georgia
$762K -$3.39K -52 -0.4%
EC
1910
Enhancing Capital
Pennsylvania
$761K +$798K +12,230 New
RSWM
1911
Robertson Stephens Wealth Management
California
$761K -$43.6K -668 -5%
IP
1912
Ignite Planners
California
$761K -$12.3K -188 -2%
AWM
1913
Aries Wealth Management
Maine
$760K – – –
OFS
1914
OneAscent Financial Services
Alabama
$759K -$6.07K -93 -0.8%
WA
1915
WealthTrust Axiom
Pennsylvania
$759K – – –
MAWA
1916
Moss Adams Wealth Advisors
Washington
$759K +$45.1K +691 +6%
CH
1917
Cromwell Holdings
Wyoming
$759K – – –
FPWM
1918
FSB Premier Wealth Management
Iowa
$758K +$31.2K +478 +4%
AFA
1919
AA Financial Advisors
Ohio
$757K +$13.8K +212 +2%
FCG
1920
Fielder Capital Group
Tennessee
$757K +$4.96K +76 +0.6%
AF
1921
Advisornet Financial
Minnesota
$755K -$48.4K -742 -6%
AWM
1922
Adams Wealth Management
Utah
$751K +$159K +2,429 +25%
CI
1923
CacheTech Inc
Utah
$751K +$159K +2,429 +25%
LA
1924
LM Advisors
California
$750K – – –
RPGK
1925
Retirement Planning Group (Kansas)
Kansas
$749K +$3.13K +48 +0.4%
75 76
77
78 79