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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
4026
Alaska Wealth Advisors
Alaska
$719K +$219K +808 +41%
SCA
4027
Stuart Chaussee & Associates
California
$717K +$18.2K +67 +2%
TCM
4028
Teza Capital Management
Illinois
$715K -$4.07M -14,981 -84%
IWA
4029
IVC Wealth Advisors
Pennsylvania
$714K +$64.3K +237 +9%
OCG
4030
Opus Capital Group
Ohio
$713K -$211K -777 -22%
JTWM
4031
Jackson Thornton Wealth Management
Alabama
$713K +$46.4K +171 +7%
RIA
4032
Richwood Investment Advisors
Ohio
$712K – – –
MTC
4033
Matrix Trust Company
Colorado
$711K +$484K +1,783 +181%
FFC
4034
Fure Financial Corporation
Minnesota
$710K +$543 +2 +0.1%
MWA
4035
Monograph Wealth Advisors
California
$708K -$324K -1,193 -30%
C1AG
4036
Client 1st Advisory Group
Florida
$708K +$28K +103 +4%
WFA
4037
Wade Financial Advisory
California
$706K +$5.43K +20 +0.7%
EA
4038
Eclectic Associates
California
$705K +$2.17K +8 +0.3%
CWM
4039
Collaborative Wealth Management
Florida
$704K +$744K +2,741 New
AI
4040
Atom Investors
Texas
$702K -$112K -414 -13%
WFAG
4041
Wescott Financial Advisory Group
Pennsylvania
$701K -$3.53K -13 -0.5%
BWP
4042
Bernardo Wealth Planning
Pennsylvania
$700K +$39.4K +145 +6%
SEA
4043
Stegent Equity Advisors
Texas
$697K -$314K -1,157 -30%
CRIG
4044
Charter Research & Investment Group
Connecticut
$697K – – –
WIC
4045
Wilkins Investment Counsel
Massachusetts
$693K -$6.79K -25 -0.9%
ODG
4046
O'Dell Group
Ohio
$692K -$706K -2,603 -49%
SA
4047
Syntax Advisors
New York
$692K +$101K +371 +16%
VCG
4048
Vantage Consulting Group
Virginia
$692K +$101K +371 +16%
NQWM
4049
Northwest Quadrant Wealth Management
Oregon
$689K -$1.63K -6 -0.2%
BC
4050
Brio Consultants
California
$688K +$292K +1,075 +65%
160 161
162
163 164