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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1026
Rossby Financial
Florida
$81.9K -$21.4K -98 -23%
CCWM
1027
Cassaday & Co Wealth Management
Virginia
$80K +$14.7K +67 +26%
IA
1028
IFG Advisory
Georgia
$78K +$69.6K +318 New
KFAS
1029
Keating Financial Advisory Services
Kansas
$76K +$5.47K +25 +9%
HWP
1030
Highline Wealth Partners
California
$75.8K – – –
SA
1031
Strategic Advocates
Utah
$75.3K +$8.31K +38 +14%
PPC
1032
Park Place Capital
Alabama
$75.1K -$5.91K -27 -8%
MPWT
1033
MassMutual Private Wealth & Trust
Connecticut
$73.6K -$3.72K -17 -5%
MG
1034
Mather Group
Illinois
$72.5K -$50.3K -230 -44%
CFB
1035
Cullen/Frost Bankers
Texas
$71.4K +$6.78K +31 +12%
RG
1036
RHL Group
Michigan
$68.4K +$61K +279 New
CPG
1037
Cornerstone Planning Group
New Jersey
$68.1K -$4.16K -19 -7%
NS
1038
NBC Securities
Alabama
$66.5K -$656 -3 -1%
RWPA
1039
Richard W. Paul & Associates
Michigan
$65.2K – – –
CSC
1040
Caldwell Sutter Capital
California
$65K +$58K +265 New
AP
1041
Aspect Partners
Virginia
$64K +$656 +3 +1%
HCM
1042
Hollencrest Capital Management
California
$62.1K -$23K -105 -29%
NWMP
1043
Noble Wealth Management PBC
Colorado
$61.3K -$17.5K -80 -24%
BWL
1044
Bogart Wealth LLC
Virginia
$61.1K -$875 -4 -2%
FHC
1045
First Horizon Corporation
Tennessee
$60.3K -$7.44K -34 -12%
WWM
1046
Wolff Wiese Magana
California
$60.1K – – –
CA
1047
Continuum Advisory
Idaho
$58.9K +$52.5K +240 New
FFO
1048
Fortitude Family Office
Arizona
$55.4K +$17.3K +79 +54%
QL
1049
Quarry LP
New York
$54.2K +$48.3K +221 New
APW
1050
Aventura Private Wealth
Florida
$53K – – –
40 41
42
43 44