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Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
2326
Gilliland Jeter Wealth Management
Arkansas
$810K – – –
LSIA
2327
LaSalle St. Investment Advisors
Illinois
$808K -$47.6K -86 -6%
SGK
2328
Steigerwald Gordon & Koch
Virginia
$808K -$8.85K -16 -1%
LSA
2329
Lion Street Advisors
Texas
$805K -$1.11K -2 -0.1%
CWA
2330
Clarity Wealth Advisors
California
$802K -$26K -47 -3%
MF
2331
Montis Financial
Massachusetts
$802K -$6.08K -11 -0.8%
NIP
2332
Nicholas Investment Partners
California
$800K +$220K +398 +39%
VC
2333
Veery Capital
Delaware
$797K – – –
CA
2334
Claro Advisors
Massachusetts
$796K -$1.34M -2,423 -63%
DL
2335
DOHJ LLC
Washington
$792K -$554K -1,001 -40%
APW
2336
Austin Private Wealth
Texas
$792K +$195K +353 +33%
MFG
2337
Magnus Financial Group
New York
$790K +$553 +1 +0.1%
AC
2338
Aristides Capital
Kentucky
$787K – – –
KFG
2339
Kelly Financial Group
Connecticut
$785K +$1.66K +3 +0.2%
NP
2340
Ninepoint Partners
Ontario, Canada
$780K +$66.4K +120 +9%
RWA
2341
Redhawk Wealth Advisors
Minnesota
$778K +$27.1K +49 +4%
CNBOF
2342
City National Bank of Florida
Florida
$776K +$128K +231 +20%
WA
2343
Wealth Architects
California
$776K -$23.2K -42 -3%
BFS
2344
Baskin Financial Services
Ontario, Canada
$775K – – –
OC
2345
Oarsman Capital
Wisconsin
$775K +$87.9K +159 +13%
WP
2346
Westmount Partners
California
$775K +$148K +268 +24%
LF
2347
Lantz Financial
Illinois
$774K +$4.98K +9 +0.7%
GFA
2348
Gallagher Fiduciary Advisors
Illinois
$773K -$3.87K -7 -0.5%
DMBA
2349
Deseret Mutual Benefit Administrators
Utah
$770K – – –
MW
2350
MBL Wealth
North Carolina
$768K +$31K +56 +4%
92 93
94
95 96