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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1776
Armstrong Fleming & Moore
District of Columbia
$898K – – –
MTC
1777
McDaniel Terry & Co
Texas
$898K – – –
AO
1778
Advisor OS
Illinois
$898K -$13.2K -160 -2%
DA
1779
Doliver Advisors
Texas
$897K -$297K -3,610 -26%
EPA
1780
Element Pointe Advisors
Florida
$896K – – –
AF
1781
Advisornet Financial
Minnesota
$894K -$71.6K -870 -8%
HWA
1782
Heritage Wealth Advisors
Virginia
$894K +$1.65K +20 +0.2%
SFS
1783
Symphony Financial Services
Ohio
$893K -$16.5K -200 -2%
GEA
1784
Glen Eagle Advisors
New Jersey
$893K -$1.65K -20 -0.2%
GCM
1785
G2 Capital Management
Ohio
$893K – – –
MWM
1786
Mascagni Wealth Management
Mississippi
$892K +$788K +9,570 New
FCG
1787
Fielder Capital Group
Tennessee
$890K +$10.7K +130 +1%
IWA
1788
IVC Wealth Advisors
Pennsylvania
$887K -$4.12K -50 -0.5%
SSB
1789
Sandy Spring Bank
Maryland
$886K -$9.88K -120 -1%
HMS
1790
Hanseatic Management Services
New Mexico
$886K -$4.94K -60 -0.6%
AA
1791
Aire Advisors
California
$886K +$6.58K +80 +0.8%
MWM
1792
Modern Wealth Management
Kansas
$884K +$199K +2,420 +32%
WA
1793
Wealthstream Advisors
New York
$883K +$25.5K +310 +3%
BMWS
1794
Brady Martz Wealth Solutions
North Dakota
$883K +$877K +10,660 New
AJ
1795
Ashburton (Jersey)
Jersey
$882K +$815K +9,900 New
MFA
1796
Mayflower Financial Advisors
Massachusetts
$881K +$305K +3,710 +60%
MSG
1797
Main Street Group
Virginia
$880K -$21.4K -260 -3%
CFO
1798
CVA Family Office
Colorado
$875K +$63.4K +770 +9%
PA
1799
PharVision Advisers
Florida
$873K +$806K +9,790 New
OWA
1800
Opal Wealth Advisors
New York
$872K +$823 +10 +0.1%
70 71
72
73 74