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Name Holding Trade Value Shares
Change 		Change in
Stake
SM
3526
Sweeney & Michel
California
$949K +$17.7K +29 +2%
CMP
3527
Christine Messmer PC
Pennsylvania
$949K +$344K +563 +50%
ARC
3528
Advisor Resource Council
Texas
$948K +$3.06K +5 +0.3%
NCM
3529
New Capital Management
Texas
$948K +$5.5K +9 +0.5%
PCS
3530
Private Client Services
Kentucky
$946K -$543K -888 -35%
RL
3531
Rogco LP
Oklahoma
$945K – – –
CTA
3532
Clear Trail Advisors
Texas
$945K -$37.9K -62 -4%
EA
3533
Enclave Advisors
Texas
$944K -$546K -893 -35%
HCA
3534
Hardworking Capital Advisors
California
$944K +$17.1K +28 +2%
OC
3535
Optima Capital
Oregon
$942K +$63.6K +104 +7%
NWM
3536
Nolet Wealth Management
Texas
$938K +$125K +204 +14%
CMP
3537
Coston McIsaac & Partners
Maine
$935K +$19K +31 +2%
WAG
3538
Wallace Advisory Group
California
$935K +$144K +236 +17%
AGP
3539
Aspire Growth Partners
Florida
$934K +$368K +602 +57%
RA
3540
Riverstone Advisors
Texas
$934K -$118K -193 -10%
OC
3541
OceanIQ Capital
California
$933K +$953K +1,558 New
BCP
3542
Berkeley Capital Partners
Georgia
$933K -$153K -251 -13%
NP
3543
Ninepoint Partners
Ontario, Canada
$933K +$219K +358 +28%
FGWP
3544
Founders Grove Wealth Partners
Virginia
$932K +$363K +593 +56%
LIA
3545
Lynx Investment Advisory
District of Columbia
$930K +$53.2K +87 +6%
WMA
3546
Wealth Management Associates
New Jersey
$929K +$270K +441 +37%
DF
3547
Dunhill Financial
United Kingdom
$928K +$12.2K +20 +1%
IPWA
3548
International Private Wealth Advisors
California
$927K -$37.9K -62 -4%
MWM
3549
Maltin Wealth Management
New Jersey
$926K +$344K +562 +52%
CCA
3550
Conservest Capital Advisors
Pennsylvania
$926K +$50.1K +82 +5%
140 141
142
143 144