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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1351
Stableford Capital II
Arizona
$946K -$162K -2,870 -16%
CPC
1352
Congress Park Capital
New York
$945K -$98.7K -1,750 -10%
KA
1353
Kozak & Associates
Colorado
$942K -$68.2K -1,210 -7%
PAI
1354
Pittenger & Anderson Inc
Nebraska
$942K +$14.1K +250 +2%
AWAG
1355
ARS Wealth Advisors Group
Florida
$941K -$2.25K -40 -0.3%
FCA
1356
FLC Capital Advisors
California
$940K – – –
WWM
1357
Whalen Wealth Management
Nevada
$939K -$331K -5,870 -28%
AHC
1358
Adell Harriman & Carpenter
Texas
$936K -$8.46K -150 -1%
CIA
1359
Capital Investment Advisors
Georgia
$936K +$10.7K +190 +1%
LWA
1360
Lineweaver Wealth Advisors
Ohio
$934K -$46.2K -820 -5%
KMWM
1361
Keudell/Morrison Wealth Management
Oregon
$931K +$18.6K +330 +2%
CRI
1362
Colonial River Investments
Virginia
$930K +$279K +4,940 +48%
TBC
1363
Ted Buchan & Co
California
$929K +$7.89K +140 +0.9%
SSB
1364
Sandy Spring Bank
Maryland
$924K +$53.6K +950 +7%
V
1365
ViaWealth
Kansas
$923K -$84.6K -1,500 -9%
LAM
1366
L2 Asset Management
Massachusetts
$918K +$44K +780 +5%
MMPW
1367
Mitchell McLeod Pugh & Williams
Alabama
$913K -$22.6K -400 -3%
AEPWM
1368
Atlantic Edge Private Wealth Management
Florida
$913K +$839K +14,880 +9,920%
EA
1369
Ellsworth Advisors
Ohio
$912K +$54.7K +970 +7%
PCMC
1370
Private Capital Management (Colorado)
Colorado
$909K +$11.3K +200 +1%
PFBT
1371
Parkside Financial Bank & Trust
Missouri
$907K +$89.1K +1,580 +12%
MG
1372
Mather Group
Illinois
$907K -$201K -3,570 -16%
CPC
1373
Consolidated Planning Corp
Georgia
$906K – – –
SSWM
1374
Smith Salley Wealth Management
North Carolina
$906K +$28.8K +510 +4%
SG
1375
StoneX Group
New York
$905K -$146K -2,590 -15%
53 54
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56 57