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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2226
CVA Family Office
Colorado
$2.63M +$86.4K +168 +4%
AFP
2227
Ausdal Financial Partners
Iowa
$2.62M -$59.2K -115 -2%
CWS
2228
Confluence Wealth Services
Pennsylvania
$2.62M -$224K -436 -9%
CPC
2229
Cookson Peirce & Co
Pennsylvania
$2.61M -$43.2K -84 -2%
SSWM
2230
Strait & Sound Wealth Management
California
$2.61M +$143K +278 +6%
TVAMP
2231
Tennessee Valley Asset Management Partners
Tennessee
$2.61M -$6.69K -13 -0.3%
CWM
2232
Cordatus Wealth Management
Pennsylvania
$2.61M +$18.5K +36 +0.8%
BFG
2233
Berger Financial Group
Minnesota
$2.61M +$255K +496 +12%
CB
2234
Cadence Bank
Mississippi
$2.6M +$171K +333 +8%
RFP
2235
Root Financial Partners
California
$2.6M +$780K +1,516 +50%
VWM
2236
Vivid Wealth Management
Iowa
$2.6M +$194K +378 +9%
AWAG
2237
ARS Wealth Advisors Group
Florida
$2.6M -$72.6K -141 -3%
AFC
2238
AFT Forsyth & Company
Florida
$2.6M +$136K +265 +6%
EWM
2239
EPG Wealth Management
Georgia
$2.58M +$2.32M +4,505 New
CT
2240
Caldwell Trust
Florida
$2.57M +$914K +1,776 +65%
DFA
2241
Delta Financial Advisors
Louisiana
$2.57M +$93.1K +181 +4%
BOS
2242
Bank of Stockton
California
$2.56M -$8.75K -17 -0.4%
IPAM
2243
Investment Partners Asset Management
New Jersey
$2.56M +$140K +273 +7%
LWM
2244
Liberty Wealth Management
California
$2.55M +$65.9K +128 +3%
AF
2245
Affiance Financial
Minnesota
$2.55M -$444K -863 -16%
RIA
2246
Realta Investment Advisors
Delaware
$2.55M -$6.47M -12,575 -74%
TLCM
2247
Twin Lakes Capital Management
California
$2.54M +$2.06K +4 +0.1%
FA
2248
Fountainhead AM
New Jersey
$2.54M -$78.2K -152 -3%
KHCM
2249
Kirtland Hills Capital Management
Ohio
$2.54M +$147K +286 +7%
IWA
2250
IVC Wealth Advisors
Pennsylvania
$2.54M -$794K -1,543 -26%
88 89
90
91 92