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Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
926
MGO One Seven
Ohio
$1.49M -$86.7K -190 -6%
APP
927
Avantax Planning Partners
Iowa
$1.48M -$557K -1,221 -28%
CW
928
CreativeOne Wealth
Kansas
$1.48M +$241K +528 +20%
IA
929
IFP Advisors
Florida
$1.48M +$339K +742 +31%
AOI
930
Auto-Owners Insurance
Michigan
$1.48M – – –
PCS
931
Personal CFO Solutions
New Jersey
$1.47M +$59.3K +130 +4%
BIG
932
Brooklyn Investment Group
New York
$1.47M +$51.1K +112 +4%
CI
933
Conning Inc
Connecticut
$1.47M -$32.4K -71 -2%
EFG
934
Elios Financial Group
Ohio
$1.46M +$1.4M +3,061 New
AWA
935
Aaron Wealth Advisors
Illinois
$1.46M +$181K +397 +15%
LF
936
Lee Financial
Texas
$1.46M +$78.9K +173 +6%
OCM
937
Orleans Capital Management
Louisiana
$1.45M – – –
CP
938
CenterBook Partners
Connecticut
$1.45M +$1.39M +3,048 New
WANY
939
Wealthspire Advisors (New York)
New York
$1.45M +$84.4K +185 +6%
UAML
940
US Asset Management LLC
Pennsylvania
$1.44M -$1.82K -4 -0.1%
HTIM
941
Harbour Trust & Investment Management
Indiana
$1.44M -$72.1K -158 -5%
FCP
942
Fidelis Capital Partners
Florida
$1.44M +$21.9K +48 +2%
MIP
943
Marietta Investment Partners
Wisconsin
$1.43M -$4.56K -10 -0.3%
AC
944
AXQ Capital
New Jersey
$1.43M +$658K +1,441 +93%
WPW
945
Waldron Private Wealth
Pennsylvania
$1.43M +$77.1K +169 +6%
PEA
946
Park Edge Advisors
Ohio
$1.42M +$201K +440 +17%
VIG
947
Vienna Insurance Group
Poland
$1.42M +$15.5K +34 +1%
CCA
948
Checchi Capital Advisers
California
$1.41M -$139K -305 -9%
CCG
949
Cloverfields Capital Group
Minnesota
$1.41M +$516K +1,131 +62%
ST
950
Spinnaker Trust
Maine
$1.4M +$2.28K +5 +0.2%
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