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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
4501
Clifford Group
Massachusetts
$2.66M -$43.6K -87 -2%
CMANY
4502
Capital Management Associates (New York)
New York
$2.66M – – –
PHWA
4503
Petersen Hastings Wealth Advisors
Washington
$2.66M +$2.75M +5,496 New
CHWM
4504
Cauble & Harre Wealth Management
Missouri
$2.66M +$2.75M +5,495 New
OIS
4505
OneAscent Investment Solutions
Alabama
$2.66M – – –
N
4506
Numerai
California
$2.66M -$165K -329 -6%
C1AG
4507
Client 1st Advisory Group
Florida
$2.65M +$789K +1,574 +40%
MMEA
4508
Main Management ETF Advisors
California
$2.65M +$28.1K +56 +1%
LWM
4509
Level Wealth Management
North Carolina
$2.65M -$118K -235 -4%
JTF
4510
J. Team Financial
Texas
$2.65M -$200K -399 -7%
WFA
4511
WMG Financial Advisors
Tennessee
$2.64M -$2.03M -4,049 -43%
GCP
4512
Guardian Capital (Pennsylvania)
Pennsylvania
$2.63M +$2.73M +5,447 New
HC
4513
Hara Capital
Washington
$2.63M -$109K -217 -4%
SI
4514
Stonekeep Investments
New Mexico
$2.63M +$38.6K +77 +1%
SA
4515
SRH Advisors
Kansas
$2.62M +$501 +1 +0%
PFA
4516
Petra Financial Advisors
Colorado
$2.62M -$166K -332 -6%
MPW
4517
Magnolia Private Wealth
Pennsylvania
$2.62M -$372K -742 -12%
PFT
4518
Providence First Trust
Arizona
$2.62M -$3.59M -7,164 -57%
TC
4519
Tannin Capital
North Carolina
$2.62M +$2.71M +5,412 New
TSS
4520
Taylor Securities Services
Pennsylvania
$2.62M +$2.71M +5,409 New
4A
4521
4Wealth Advisors
Illinois
$2.61M +$332K +663 +14%
CAG
4522
Centerpoint Advisory Group
Kansas
$2.61M -$158K -315 -6%
WWA
4523
Wealth Watch Advisors
Colorado
$2.61M +$370K +739 +16%
RA
4524
Riverstone Advisors
Texas
$2.61M +$519K +1,036 +24%
MWM
4525
Maripau Wealth Management
Indiana
$2.61M +$317K +633 +13%
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181
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