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Name Holding Trade Value Shares
Change 		Change in
Stake
AB
1751
Atlas Brown
Kentucky
$850K -$10.4K -57 -1%
AIA
1752
Alera Investment Advisors
Illinois
$849K +$1.64K +9 +0.2%
SWM
1753
Segment Wealth Management
Texas
$848K +$44K +241 +6%
AIP
1754
ARS Investment Partners
New York
$848K +$85.3K +467 +12%
LA
1755
LVW Advisors
New York
$847K +$13.7K +75 +2%
ACS
1756
Archford Capital Strategies
Illinois
$846K +$104K +567 +15%
S
1757
SimplyRich
California
$843K +$798K +4,367 New
FM
1758
Foster & Motley
Ohio
$842K +$480K +2,627 +151%
CHAM
1759
Clear Harbor Asset Management
Connecticut
$840K -$91.4K -500 -10%
NERM
1760
New England Research & Management
Illinois
$840K +$352K +1,925 +79%
F
1761
F3Logic
Minnesota
$839K -$210K -1,149 -21%
DWM
1762
Dakota Wealth Management
Florida
$837K +$39.5K +216 +5%
SAM
1763
SignalPoint Asset Management
Missouri
$836K -$426K -2,334 -35%
BCA
1764
Berman Capital Advisors
Georgia
$835K -$258K -1,411 -25%
SG
1765
StoneX Group
New York
$834K +$53.2K +291 +7%
DACG
1766
Donor Advised Charitable Giving
California
$831K -$236K -1,291 -23%
PA
1767
PFG Advisors
Arizona
$831K -$16.3K -89 -2%
SG
1768
Somerset Group
Minnesota
$825K -$3.84K -21 -0.5%
CL
1769
Choreo LLC
Illinois
$825K +$97.9K +536 +14%
SCA
1770
STALEY CAPITAL ADVISERS
Pennsylvania
$822K +$239K +1,307 +44%
BDS
1771
Banco de Sabadell
Florida
$821K -$802K -4,390 -51%
TVAMP
1772
Tennessee Valley Asset Management Partners
Tennessee
$820K +$111K +605 +17%
QPWM
1773
Quadrant Private Wealth Management
Pennsylvania
$819K +$1.1K +6 +0.1%
FBT
1774
First Bank & Trust
South Dakota
$818K +$21.2K +116 +3%
JA
1775
JOYN Advisors
Georgia
$817K +$321K +1,756 +64%
69 70
71
72 73