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Name Holding Trade Value Shares
Change 		Change in
Stake
SPIS
2576
Steward Partners Investment Solutions
Oregon
$830K +$764K +2,346 New
AWM
2577
AAF Wealth Management
Massachusetts
$828K – – –
CAM
2578
Concorde Asset Management
Michigan
$828K -$8.79K -27 -1%
QFA
2579
Quantum Financial Advisors
California
$827K +$41.7K +128 +6%
WLPWM
2580
Walled Lake Planning & Wealth Management
Illinois
$826K +$11.1K +34 +1%
BIAS
2581
Beacon Investment Advisory Services
New Jersey
$825K +$61.2K +188 +9%
KA
2582
KLCM Advisors
Wisconsin
$825K +$298K +916 +65%
EWS
2583
Evergreen Wealth Solutions
Pennsylvania
$823K -$40.4K -124 -5%
PWA
2584
Physician Wealth Advisors
Utah
$820K -$94.1K -289 -12%
GFA
2585
Gallagher Fiduciary Advisors
Illinois
$819K +$26.7K +82 +4%
PTCG
2586
Pring Turner Capital Group
California
$818K – – –
ICP
2587
Interchange Capital Partners
Pennsylvania
$817K -$233K -714 -24%
ACP
2588
Aveo Capital Partners
Colorado
$815K +$235K +722 +46%
FMN
2589
Financial Management Network
California
$813K +$213K +653 +39%
RWA
2590
Redhawk Wealth Advisors
Minnesota
$812K +$62.5K +192 +9%
CIA
2591
Citadel Investment Advisory
Ohio
$810K +$93.5K +287 New
CNBTD
2592
Citizens National Bank Trust Department
Mississippi
$808K +$21.2K +65 +3%
NAS
2593
NWF Advisory Services
California
$807K +$106K +325 +17%
AC
2594
Addison Capital
Pennsylvania
$805K +$651 +2 +0.1%
FWA
2595
FSM Wealth Advisors
Ohio
$805K +$20.2K +62 +3%
MSA
2596
Marino Stram & Associates
Massachusetts
$804K +$326 +1 +0%
MWA
2597
Muirfield Wealth Advisors
North Carolina
$804K +$740K +2,272 New
CG
2598
Cynosure Group
Utah
$803K +$411K +1,262 +125%
TNA
2599
True North Advisors
Texas
$803K -$52.1K -160 -7%
WA
2600
Waddell & Associates
Tennessee
$803K -$67.4K -207 -8%
102 103
104
105 106