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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1751
Clarity Wealth Advisors
California
$1.92M +$144K +577 +7%
EP
1752
Edgestream Partners
New Jersey
$1.92M -$3.04M -12,158 -58%
LA
1753
Lynch & Associates
Indiana
$1.92M +$93.5K +374 +5%
MA
1754
MCF Advisors
Kentucky
$1.91M +$2.15M +8,590 New
PWW
1755
Pettyjohn Wood & White
Virginia
$1.91M +$154K +617 +8%
HCM
1756
HGI Capital Management
New York
$1.9M -$98.7K -395 -4%
SFA
1757
Souders Financial Advisors
Ohio
$1.9M +$349K +1,396 +20%
APP
1758
Avantax Planning Partners
Iowa
$1.89M +$465K +1,861 +28%
MS
1759
Mizuho Securities
Japan
$1.89M +$495K +1,980 +30%
RPCONE
1760
Retirement Planning Company of New England
Rhode Island
$1.89M +$679K +2,716 +47%
UMC
1761
United Maritime Capital
New York
$1.89M -$487K -1,950 -19%
NB
1762
Nicolet Bankshares
Wisconsin
$1.89M +$226K +904 +12%
SFA
1763
Semmax Financial Advisors
North Carolina
$1.88M -$189K -758 -8%
AA
1764
Altman Advisors
Illinois
$1.88M -$160K -642 -7%
FSA
1765
Fort Sheridan Advisors
Illinois
$1.88M +$340K +1,359 +19%
LP
1766
Lloyd Park
Illinois
$1.88M +$707K +2,828 +50%
RIG
1767
Roosevelt Investment Group
New York
$1.88M -$318K -1,273 -13%
KIA
1768
KCM Investment Advisors
California
$1.88M -$603K -2,413 -22%
AW
1769
Alaethes Wealth
Nevada
$1.88M +$292K +1,170 +16%
SA
1770
SRN Advisors
Pennsylvania
$1.87M -$441K -1,765 -17%
BIM
1771
Bullseye Investment Management
Ohio
$1.87M +$182K +730 +10%
TA
1772
Townsend & Associates
Colorado
$1.86M +$174K +698 +9%
TSWM
1773
Triangle Securities Wealth Management
North Carolina
$1.85M +$578K +2,312 +38%
CPWA
1774
Cerro Pacific Wealth Advisors
California
$1.85M +$67K +268 +3%
CWP
1775
Curated Wealth Partners
California
$1.83M – – –
69 70
71
72 73