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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1876
Strait & Sound Wealth Management
California
$994K +$51.1K +300 +7%
SP
1877
Saranac Partners
$986K +$387K +2,274 +96%
MHWM
1878
Montz Harcus Wealth Management
Louisiana
$983K – – –
TA
1879
Tectonic Advisors
Texas
$983K -$416K -2,441 -34%
WDC
1880
Woodward Diversified Capital
California
$982K +$29.1K +171 +4%
DMBA
1881
Deseret Mutual Benefit Administrators
Utah
$977K +$89.4K +525 +13%
DSA
1882
Droms Strauss Advisors
Missouri
$976K +$785K +4,607 New
HNWAG
1883
High Net Worth Advisory Group
Florida
$973K +$40.9K +240 +6%
PFA
1884
Professional Financial Advisors
Nebraska
$973K -$151K -887 -17%
LFG
1885
Larson Financial Group
Missouri
$973K +$362K +2,127 +86%
WCM
1886
Washburn Capital Management
Florida
$973K +$782K +4,590 New
APWM
1887
Atlas Private Wealth Management
New York
$971K -$9.54K -56 -1%
CCFM
1888
Clear Creek Financial Management
Washington
$966K -$73.2K -430 -9%
TCM
1889
Triumph Capital Management
Colorado
$965K -$42.4K -249 -5%
GWSG
1890
GPS Wealth Strategies Group
Colorado
$965K +$775K +4,552 New
CA
1891
Cresta Advisors
Texas
$964K – – –
JPLA
1892
Joseph P. Lucia & Associates
New York
$963K +$19.6K +115 +3%
IFAM
1893
Institutional & Family Asset Management
Colorado
$962K +$581K +3,410 +302%
KAM
1894
KEB Asset Management
Illinois
$958K -$34.1K -200 -4%
AWM
1895
Avaii Wealth Management
Wisconsin
$952K +$1.87K +11 +0.2%
SAM
1896
Stansberry Asset Management
Texas
$946K +$74.6K +438 +11%
LA
1897
Latitude Advisors
Florida
$945K -$117K -689 -13%
ICP
1898
Interchange Capital Partners
Pennsylvania
$944K +$759K +4,457 New
MCWS
1899
McKinley Carter Wealth Services
West Virginia
$941K -$113K -662 -13%
CFD
1900
Creative Financial Designs
Indiana
$939K +$31K +182 +4%
74 75
76
77 78