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Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
3551
Mayfair Advisory Group
Alabama
$739K -$6.88K -32 -1%
SAM
3552
Shone Asset Management
California
$733K – – –
TA
3553
TrueWealth Advisors
Alabama
$733K +$725K +3,372 New
HA
3554
HYA Advisors
Missouri
$732K -$43K -200 -6%
MCC
3555
Malaga Cove Capital
California
$732K +$27.1K +126 +4%
WW
3556
Waterfront Wealth
Kansas
$731K +$707K +3,287 New
SFP
3557
Strategic Financial Partners
Oregon
$725K -$4.3K -20 -0.6%
AP
3558
AtonRa Partners
Switzerland
$724K +$700K +3,257 New
FAM
3559
Fenimore Asset Management
New York
$720K -$781K -3,630 -53%
OBWG
3560
Onyx Bridge Wealth Group
New York
$720K +$696K +3,238 New
ST
3561
Sentinel Trust
Texas
$719K – – –
AW
3562
Avion Wealth
Texas
$715K +$117K +546 +20%
SMM
3563
Stadion Money Management
Georgia
$712K – – –
JCIA
3564
Jackson Creek Investment Advisors
Colorado
$708K -$5.59K -26 -0.8%
CWM
3565
Concentrum Wealth Management
California
$701K +$215 +1 +0%
KCM
3566
Kathmere Capital Management
Pennsylvania
$701K +$34.4K +160 +5%
CCM
3567
Coe Capital Management
Illinois
$700K +$188K +875 +38%
IWA
3568
Inspirion Wealth Advisors
Illinois
$699K +$31K +144 +5%
CF
3569
Corrigan Financial
Rhode Island
$698K +$5.81K +27 +0.9%
SPA
3570
Sentinel Pension Advisors
Massachusetts
$698K -$340K -1,580 -33%
PS
3571
Portfolio Strategies
New York
$692K -$18.9K -88 -3%
LCWP
3572
Legacy Capital Wealth Partners
Arkansas
$692K +$669K +3,113 New
BCA
3573
Biltmore Capital Advisors
New Jersey
$688K -$11.8K -55 -2%
PP
3574
PrairieView Partners
Minnesota
$683K +$22.1K +103 +3%
AMG
3575
Advisors Management Group
Wisconsin
$681K -$12.5K -58 -2%
141 142
143
144 145