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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1701
Visionary Wealth Advisors
Illinois
$999K +$73.3K +890 +9%
ACP
1702
Argyle Capital Partners
California
$998K +$922K +11,200 New
PPWM
1703
Paragon Private Wealth Management
Kentucky
$996K +$130K +1,580 +16%
AFA
1704
AA Financial Advisors
Ohio
$994K +$81.5K +990 +10%
ALAM
1705
Asahi Life Asset Management
Japan
$994K +$348K +4,230 +61%
WP
1706
WMS Partners
Maryland
$993K +$262K +3,180 +40%
JGC
1707
J. Goldman & Co
New York
$992K -$62M -753,700 -99%
MAWCM
1708
Mine & Arao Wealth Creation & Management
California
$991K -$23K -280 -2%
PCM
1709
Pointe Capital Management
Michigan
$991K -$17.3K -210 -2%
SLG
1710
Stanley-Laman Group
Pennsylvania
$990K +$26.3K +320 +3%
RS
1711
Rakuten Securities
Japan
$990K +$226K +2,740 +33%
SA
1712
Strategic Advisors
New York
$990K +$234K +2,840 +34%
WWP
1713
WR Wealth Planners
Missouri
$988K -$15.6K -190 -2%
SCP
1714
Sivia Capital Partners
California
$988K -$12.3K -150 -1%
OBWG
1715
Onyx Bridge Wealth Group
New York
$987K -$69.1K -840 -7%
ABTD
1716
Arvest Bank Trust Division
Oklahoma
$987K +$823 +10 +0.1%
SAI
1717
Savvy Advisors Inc
New York
$983K +$123K +1,490 +16%
AT
1718
Arlington Trust
Alabama
$982K +$14K +170 +2%
JWM
1719
Jupiter Wealth Management
Colorado
$980K +$782K +9,500 +633%
LI
1720
Louisbourg Investments
New Brunswick, Canada
$976K -$24.7K -300 -2%
SMFG
1721
Sumitomo Mitsui Financial Group
Japan
$973K +$882K +10,720 New
WJA
1722
Willis Johnson & Associates
Texas
$972K -$106K -1,290 -11%
GSWM
1723
Golden State Wealth Management
California
$971K +$896K +10,890 New
OWA
1724
One Wealth Advisors
California
$967K -$9.05K -110 -1%
AAM
1725
Aureus Asset Management
Massachusetts
$964K – – –
67 68
69
70 71