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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1601
SWS Partners
Ohio
$1.29M +$52.3K +550 +4%
EWA
1602
Etesian Wealth Advisors
Oregon
$1.29M -$2.85K -30 -0.2%
FC
1603
Fairscale Capital
New Hampshire
$1.29M +$18.1K +190 +1%
BFA
1604
Beacon Financial Advisory
Ohio
$1.29M +$88.4K +930 +7%
MWM
1605
Modern Wealth Management
Kansas
$1.28M +$364K +3,830 +39%
ZI
1606
ZEGA Investments
Florida
$1.28M +$291K +3,060 +29%
MCWA
1607
Meadow Creek Wealth Advisors
Georgia
$1.27M +$4.75K +50 +0.4%
IP
1608
Ignite Planners
California
$1.26M +$132K +1,390 +14%
FAM
1609
Formidable Asset Management
Ohio
$1.26M -$139K -1,460 -10%
PWM
1610
Proathlete Wealth Management
Florida
$1.26M +$21.9K +230 +2%
PFP
1611
Paragon Financial Partners
California
$1.26M – – –
OCM
1612
Orion Capital Management
California
$1.26M +$38K +400 +3%
CAGAS
1613
Capital Advisory Group Advisory Services
Minnesota
$1.26M -$281K -2,950 -18%
IF
1614
Integrity Financial
Wyoming
$1.26M +$104K +1,090 +9%
FAFN
1615
First Affirmative Financial Network
Colorado
$1.25M +$6.66K +70 +0.5%
NFG
1616
Nadler Financial Group
Illinois
$1.25M – – –
AP
1617
Adero Partners
California
$1.25M +$69.4K +730 +6%
ICP
1618
Impact Capital Partners
Colorado
$1.24M -$1.27M -13,380 -50%
MIC
1619
Means Investment Company
Maine
$1.24M -$273K -2,870 -18%
CM
1620
Cercano Management
Washington
$1.24M – – –
BWP
1621
Balboa Wealth Partners
Arizona
$1.23M -$55.2K -580 -4%
OM
1622
OV Management
Minnesota
$1.23M -$8.56K -90 -0.7%
SCA
1623
Sandy Cove Advisors
Massachusetts
$1.23M +$41.8K +440 +3%
SWM
1624
Segment Wealth Management
Texas
$1.23M +$168K +1,770 +16%
WE
1625
Wealth Effects
Massachusetts
$1.23M +$799K +8,400 +177%
63 64
65
66 67