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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
926
Massachusetts Wealth Management
Massachusetts
$1.57M +$22.4K +175 +2%
VFA
927
Valeo Financial Advisors
Indiana
$1.56M -$181K -1,414 -13%
WA
928
Win Advisors
Florida
$1.56M -$131K -1,026 -10%
CA
929
CoreCap Advisors
Michigan
$1.56M +$142K +1,110 +14%
AWM
930
Aviso Wealth Management
Washington
$1.56M +$5.89K +46 +0.5%
MSAM
931
Moloney Securities Asset Management
Missouri
$1.55M +$441K +3,444 +59%
LFG
932
Larson Financial Group
Missouri
$1.55M +$656K +5,124 +124%
CDDEC
933
Caisse Des Depots Et Consignations
France
$1.55M -$12.5M -98,052 -91%
VWA
934
Visionary Wealth Advisors
Illinois
$1.52M -$85.3K -667 -7%
FC
935
FORA Capital
Florida
$1.52M +$19.4K +152 +2%
PCM
936
Pinnbrook Capital Management
New York
$1.52M +$1.16M +9,062 New
UAS
937
United Asset Strategies
New York
$1.52M -$21.2K -166 -2%
FB
938
Fulton Bank
Pennsylvania
$1.51M +$151K +1,184 +15%
ST
939
Somerset Trust
Pennsylvania
$1.51M +$15.7K +123 +1%
HAM
940
Harmony Asset Management
Arizona
$1.5M -$368K -2,873 -24%
AFT
941
Alpha Family Trust
California
$1.5M – – –
CGL
942
Clarius Group LLC
Washington
$1.49M -$284K -2,223 -20%
RFN
943
RDA Financial Network
Iowa
$1.48M +$63.1K +493 +6%
FIA
944
Foundations Investment Advisors
Arizona
$1.48M +$69.9K +546 +7%
CCA
945
Catalyst Capital Advisors
New York
$1.46M -$519K -4,060 -32%
AG
946
AlTi Global
New York
$1.45M +$1.11M +8,683 New
CWM
947
Concentrum Wealth Management
California
$1.45M +$56.8K +444 +5%
HBT
948
Heartland Bank & Trust
Illinois
$1.45M +$9.72K +76 +0.9%
SFG
949
Sovereign Financial Group
Connecticut
$1.44M -$51.1K -399 -4%
EWA
950
EverSource Wealth Advisors
Alabama
$1.44M +$306K +2,391 +38%
36 37
38
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