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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3676
CarsonAllaria Wealth Management
Illinois
$1.63M +$17.1K +57 +1%
SC
3677
Stephens Consulting
Michigan
$1.62M -$503K -1,671 -24%
BCMLT
3678
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.61M +$1.57M +5,228 New
DFS
3679
Dixon Fnancial Services
California
$1.61M +$13.8K +46 +0.9%
VIM
3680
Vista Investment Management
Pennsylvania
$1.61M +$28.6K +95 +2%
CIAS
3681
CBIZ Investment Advisory Services
Ohio
$1.61M +$528K +1,754 +51%
TWM
3682
Tolleson Wealth Management
Texas
$1.61M – – –
SDAM
3683
Shulman DeMeo Asset Management
New York
$1.61M +$74.3K +247 +5%
LP
3684
Lloyd Park
Illinois
$1.61M +$76.1K +253 +5%
FFA
3685
Freedman Financial Associates
Massachusetts
$1.6M +$22K +73 +1%
MIAS
3686
Mason Investment Advisory Services
Virginia
$1.6M -$1.95M -6,492 -56%
TWA
3687
TPB Wealth Advisors
Texas
$1.6M +$301 +1 +0%
HR
3688
Hardy Reed
Mississippi
$1.6M -$31.3K -104 -2%
PI
3689
Parkside Investments
Illinois
$1.6M +$805K +2,675 +107%
C
3690
Covestor
United Kingdom
$1.59M +$685K +2,277 +79%
OFS
3691
OneAscent Financial Services
Alabama
$1.59M +$371K +1,233 +31%
AWA
3692
Aletheian Wealth Advisors
Washington
$1.59M +$293K +974 +23%
VIM
3693
VELA Investment Management
Ohio
$1.59M +$102K +340 +7%
PP
3694
Paloma Partners
Connecticut
$1.59M -$6.04M -20,092 -80%
IA
3695
IFG Advisors
Missouri
$1.58M +$43K +143 +3%
FAM
3696
Fulcrum Asset Management
United Kingdom
$1.58M – – –
SC
3697
Seldon Capital
California
$1.58M – – –
BWM
3698
BigSur Wealth Management
Florida
$1.58M +$34K +113 +2%
FWI
3699
Facet Wealth Inc
Maryland
$1.58M +$95.4K +317 +7%
WEPOG
3700
Wealth Enhancement & Preservation of GA
Georgia
$1.57M +$33.7K +112 +2%
146 147
148
149 150