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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1751
Coign Capital Advisors
Utah
$1.03M -$80.8K -850 -7%
CIAM
1752
Caitong International Asset Management
Hong Kong
$1.03M +$1.05M +11,030 +110,300%
AO
1753
Advisor OS
Illinois
$1.02M +$82.7K +870 +9%
WDC
1754
Woodward Diversified Capital
California
$1.02M +$22.8K +240 +2%
SCI
1755
Stableford Capital II
Arizona
$1.02M -$295K -3,100 -23%
QFW
1756
QTR Family Wealth
Florida
$1.02M +$1.04M +10,890 New
RPSA
1757
Richard P. Slaughter Associates
Texas
$1.01M +$1.03M +10,860 New
SFS
1758
Stiles Financial Services
Minnesota
$1.01M +$205K +2,160 +25%
AAM
1759
Aureus Asset Management
Massachusetts
$1.01M +$951 +10 +0.1%
RZH
1760
Relyea Zuckerberg Hanson
Connecticut
$1.01M +$36.1K +380 +4%
FNT
1761
First Nebraska Trust
Nebraska
$1.01M – – –
NCM
1762
Neumann Capital Management
California
$1.01M – – –
HPM
1763
Hoxton Planning & Management
West Virginia
$1M +$35.2K +370 +4%
OWA
1764
One Wealth Advisors
California
$1M -$9.51K -100 -0.9%
SMA
1765
Seven Mile Advisory
New Jersey
$1M +$2.85K +30 +0.3%
AFW
1766
Avantra Family Wealth
Pennsylvania
$1M -$2.85K -30 -0.3%
LI
1767
LRI Investments
Florida
$1M -$96.1K -1,010 -9%
OAM
1768
Occidental Asset Management
California
$1M +$165K +1,730 +19%
AF
1769
Advisornet Financial
Minnesota
$1M +$66.6K +700 +7%
ICP
1770
Interchange Capital Partners
Pennsylvania
$999K +$18.1K +190 +2%
RWP
1771
Revolve Wealth Partners
New Jersey
$999K +$45.6K +480 +5%
PPH
1772
Pure Portfolios Holdings
Oregon
$998K -$55.2K -580 -5%
VCM
1773
Virtue Capital Management
Tennessee
$995K +$289K +3,040 +40%
OWP
1774
ORG Wealth Partners
Texas
$995K +$297K +3,120 +41%
HFS
1775
Howard Financial Services
Texas
$995K +$52.3K +550 +5%
69 70
71
72 73