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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
876
Tyler-Stone Wealth Management
Ohio
$262K +$55 +1 +0%
CWA
877
Consilium Wealth Advisory
Texas
$262K -$70.9K -1,295 -20%
FWM
878
Finer Wealth Management
Massachusetts
$258K +$20.5K +375 +8%
WPC
879
Wedmont Private Capital
Pennsylvania
$258K -$24K -438 -9%
CW
880
CreativeOne Wealth
Kansas
$256K +$26.5K +485 +10%
SIA
881
Soltis Investment Advisors
Utah
$254K +$278K +5,081 New
CAM
882
CenterStar Asset Management
Illinois
$253K – – –
AC
883
Avestar Capital
New York
$251K -$50.4K -921 -16%
KLCM
884
KG&L Capital Management
Louisiana
$250K -$189K -3,450 -41%
SIM
885
Seaview Investment Managers
Florida
$250K -$163K -2,983 -37%
WI
886
Wintrust Investments
Illinois
$249K -$24.1K -440 -8%
TIMH
887
Tilt Investment Management Holdings
New York
$248K +$271K +4,956 New
FSA
888
Franklin Street Advisors
North Carolina
$248K – – –
THWM
889
Taylor Hoffman Wealth Management
Virginia
$246K +$269K +4,913 New
AWS
890
Aspen Wealth Strategies
Colorado
$244K +$267K +4,886 New
SFG
891
Sovereign Financial Group
Connecticut
$244K +$15.4K +281 +6%
IFWM
892
Institute for Wealth Management
Colorado
$243K -$13.4K -245 -5%
CA
893
Continuum Advisory
Idaho
$241K -$14.9K -272 -5%
MW
894
Marcum Wealth
Ohio
$240K -$41.9K -766 -14%
BCWM
895
Bartlett & Co Wealth Management
Ohio
$239K +$438 +8 +0.2%
CCA
896
Checchi Capital Advisers
California
$239K -$26.5K -485 -9%
BC
897
Bartlett & Co
Ohio
$239K +$438 +8 +0.2%
FAM
898
Formidable Asset Management
Ohio
$237K -$3.56K -65 -1%
RT
899
Rockland Trust
Massachusetts
$236K +$17.2K +315 +7%
DWM
900
Dakota Wealth Management
Florida
$236K +$10.5K +192 +4%
34 35
36
37 38