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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1526
Wealth Architects
California
$10.1M -$80.8K -121 -0.8%
CA
1527
Claro Advisors
Massachusetts
$10.1M +$520K +778 +5%
CIAS
1528
Capital Investment Advisory Services
North Carolina
$10.1M +$495K +742 +5%
FWM
1529
FFT Wealth Management
Pennsylvania
$10M -$874K -1,309 -8%
NFT
1530
Nan Fung Trinity
Hong Kong
$10M +$10.2M +15,200 New
KCM
1531
Kultura Capital Management
Utah
$10M +$10.1M +15,190 New
AWP
1532
Ascent Wealth Partners
New York
$10M -$74.1K -111 -0.7%
ACG
1533
Allen Capital Group
Nebraska
$9.99M +$464K +695 +5%
GFS
1534
Geremia Financial Services
New Jersey
$9.96M +$10.1M +15,096 New
CFS
1535
CRA Financial Services
New Jersey
$9.96M +$325K +487 +3%
AFP
1536
Ausdal Financial Partners
Iowa
$9.95M -$375K -562 -4%
STS
1537
SG Trading Solutions
Utah
$9.94M +$10.1M +15,053 New
LFG
1538
Larson Financial Group
Missouri
$9.92M +$106K +159 +1%
RCAG
1539
Rehmann Capital Advisory Group
Michigan
$9.92M -$302K -452 -3%
SA
1540
Strategic Advisors
New York
$9.91M +$423K +633 +4%
PC
1541
Permit Capital
Pennsylvania
$9.9M – – –
KIM
1542
Kestra Investment Management
Texas
$9.9M -$35.4K -53 -0.4%
JAG
1543
Journey Advisory Group
Kentucky
$9.88M +$954K +1,429 +11%
MLIC
1544
Mandatum Life Insurance Company
Finland
$9.84M -$1.48M -2,215 -13%
BWM
1545
BNC Wealth Management
Oregon
$9.83M -$435K -651 -4%
CCA
1546
Checchi Capital Advisers
California
$9.81M -$160K -240 -2%
HIA
1547
Harbor Investment Advisory
Maryland
$9.76M +$140K +210 +1%
BTI
1548
Blue Trust Inc
Georgia
$9.71M +$172K +258 +2%
BFA
1549
Buttonwood Financial Advisors
Maryland
$9.7M -$103K -154 -1%
JPWM
1550
Jamison Private Wealth Management
Georgia
$9.7M +$84.1K +126 +0.9%
60 61
62
63 64