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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
2226
Advisor OS
Illinois
$436K +$85.1K +212 +24%
TWM
2227
Tradition Wealth Management
Minnesota
$436K -$34.9K -87 -7%
PA
2228
Prism Advisors
California
$436K – – –
RFN
2229
Redwood Financial Network
Ohio
$435K – – –
WCWM
2230
Willow Creek Wealth Management
California
$434K -$803 -2 -0.2%
NRD
2231
Nebula Research & Development
New York
$433K +$439K +1,094 New
CCFM
2232
Clear Creek Financial Management
Washington
$433K -$14.5K -36 -3%
CAC
2233
Core Alternative Capital
Georgia
$431K – – –
WDG
2234
Wealth Dimensions Group
Ohio
$431K -$401 -1 -0.1%
CC
2235
Cypress Capital
Tennessee
$428K -$10.4K -26 -2%
C
2236
CEDRUS
Colorado
$428K -$87.1K -217 -17%
LF
2237
Lantz Financial
Illinois
$428K +$4.42K +11 +1%
CCM
2238
Carlson Capital Management
Minnesota
$428K +$12.4K +31 +3%
CM
2239
Capula Management
Cayman Islands
$428K +$434K +1,080 New
DWP
2240
Destiny Wealth Partners
Florida
$427K – – –
BAM
2241
Blueshift Asset Management
New Jersey
$426K -$736K -1,834 -63%
NAM
2242
NTV Asset Management
West Virginia
$425K – – –
CBTWT
2243
Community Bank & Trust (Waco, Texas)
Texas
$423K -$541K -1,347 -48%
HGWM
2244
Horst & Graben Wealth Management
Oregon
$423K – – –
LAS
2245
LWM Advisory Services
Florida
$422K -$6.02K -15 -1%
SAM
2246
Summit Asset Management
Tennessee
$422K – – –
AWE
2247
Avidian Wealth Enterprises
Texas
$422K -$53.8K -134 -11%
CSWG
2248
Cardinal Strategic Wealth Guidance
Kentucky
$421K -$37.7K -94 -8%
GPA
2249
Guerra Pan Advisors
New Jersey
$421K +$62.2K +155 +17%
FCM
2250
Family Capital Management
Michigan
$421K -$23.3K -58 -5%
88 89
90
91 92