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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Circle Wealth Management
New Jersey
$1.13M -$989K -2,524 -43%
AFIA
1602
America First Investment Advisors
Nebraska
$1.13M – – –
AWA
1603
Acumen Wealth Advisors
Tennessee
$1.13M +$1.07M +2,734 +456%
JF
1604
JSF Financial
California
$1.13M +$78.3K +200 +6%
GWWM
1605
Great Waters Wealth Management
Minnesota
$1.12M -$10.2K -26 -0.8%
ARG
1606
Advisory Resource Group
Oklahoma
$1.12M +$1.3M +3,306 New
CWM
1607
Centric Wealth Management
Illinois
$1.12M -$129K -330 -15%
MCA
1608
Magnolia Capital Advisors
Mississippi
$1.11M +$553K +1,411 +75%
GFA
1609
Gallagher Fiduciary Advisors
Illinois
$1.11M -$3.52K -9 -0.3%
AC
1610
Apella Capital
Connecticut
$1.11M +$233K +595 +32%
RPA
1611
Rock Point Advisors
Vermont
$1.11M -$4.72M -12,049 -79%
SWA
1612
SFMG Wealth Advisors
Texas
$1.11M +$62.7K +160 +5%
FCA
1613
Fortis Capital Advisors
Kansas
$1.11M +$300K +765 +30%
WAM
1614
Walker Asset Management
Missouri
$1.11M +$14.1K +36 +1%
NWA
1615
Navis Wealth Advisors
New York
$1.11M +$4.31K +11 +0.3%
LCGC
1616
Legacy Capital Group California
California
$1.1M -$1.16M -2,959 -48%
AO
1617
Advisor OS
Illinois
$1.1M +$300K +767 +31%
KAS
1618
KPP Advisory Services
Kentucky
$1.1M -$163K -416 -11%
WIA
1619
Wealthedge Investment Advisors
New York
$1.1M +$779K +1,988 +157%
LIA
1620
LBMC Investment Advisors
Tennessee
$1.1M – – –
WWC
1621
Waypoint Wealth Counsel
Georgia
$1.1M -$106K -271 -8%
MCM
1622
Manchester Capital Management
Vermont
$1.09M +$172K +439 +16%
GPWM
1623
Grant Private Wealth Management
California
$1.09M -$90.1K -230 -7%
PGWM
1624
Parisi Gray Wealth Management
New Jersey
$1.09M +$910K +2,323 +256%
HIMS
1625
Hager Investment Management Services
New Hampshire
$1.09M +$1.26M +3,227 New
63 64
65
66 67