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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1601
Angeles Wealth Management
California
$1.71M -$135K -336 -8%
SA
1602
Strategic Advocates
Utah
$1.71M +$16.1K +40 +1%
SFPG
1603
Stonebridge Financial Planning Group
Florida
$1.7M – – –
MSAM
1604
Moloney Securities Asset Management
Missouri
$1.69M +$41.4K +103 +3%
MFA
1605
Mayflower Financial Advisors
Massachusetts
$1.69M +$12.1K +30 +0.8%
O
1606
Ossiam
France
$1.69M -$352K -877 -18%
REMPR
1607
Roof Eidam Maycock Peralta (REMP)
California
$1.68M +$4.02K +10 +0.3%
TWM
1608
Thrive Wealth Management
Pennsylvania
$1.68M -$25.3K -63 -2%
PP
1609
PDS Planning
Ohio
$1.68M +$20.1K +50 +1%
LWA
1610
Lantern Wealth Advisors
New York
$1.68M +$1.58M +3,934 New
GWMI
1611
Guardian Wealth Management (Illinois)
Illinois
$1.68M +$10.8K +27 +0.7%
LFA
1612
Legacy Financial Advisors
Kentucky
$1.67M +$62.7K +156 +4%
ISWM
1613
Independent Solutions Wealth Management
New York
$1.67M +$226K +563 +17%
HWA
1614
HCR Wealth Advisors
California
$1.67M +$698K +1,737 +80%
PA
1615
Prossimo Advisors
California
$1.67M +$14.1K +35 +0.9%
B
1616
Bailard
California
$1.66M +$131K +327 +9%
TA
1617
Tectonic Advisors
Texas
$1.66M +$40.6K +101 +3%
CCM
1618
Cinctive Capital Management
New York
$1.66M +$1.11M +2,757 +245%
V
1619
VeraBank
Texas
$1.65M -$30.1K -75 -2%
TPW
1620
Transatlantique Private Wealth
New York
$1.65M – – –
NWM
1621
NRI Wealth Management
California
$1.65M +$1.55M +3,861 New
ESB
1622
Essex Savings Bank
Connecticut
$1.65M +$73.5K +183 +5%
IGGA
1623
Iron Gate Global Advisors
Utah
$1.64M +$39.8K +99 +3%
EWM
1624
Elmwood Wealth Management
California
$1.64M -$972K -2,420 -39%
AWA
1625
Aaron Wealth Advisors
Illinois
$1.64M -$5.61M -13,963 -78%
63 64
65
66 67