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Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
1826
Alliance Wealth Advisors (Utah)
Utah
$953K -$516K -5,858 -31%
DWM
1827
Drive Wealth Management
Utah
$951K -$142K -1,608 -11%
TCBWMS
1828
Texas Capital Bank Wealth Management Services
Texas
$949K -$2.11K -24 -0.2%
CPC
1829
Cookson Peirce & Co
Pennsylvania
$945K -$476K -5,403 -29%
PCMU
1830
Paragon Capital Management (Utah)
Utah
$945K -$21K -238 -2%
AAMG
1831
AMG Asset Management Group
Georgia
$942K -$109K -1,239 -9%
BA
1832
Bluesphere Advisors
Pennsylvania
$941K -$46.1K -523 -4%
SCA
1833
Sandy Cove Advisors
Massachusetts
$939K -$36.2K -411 -3%
CFO
1834
Cambient Family Office
Michigan
$939K +$161K +1,833 +16%
HBT
1835
Heartland Bank & Trust
Illinois
$933K -$49.8K -565 -4%
SVWAG
1836
Sound View Wealth Advisors Group
Georgia
$933K -$143K -1,628 -11%
WIM
1837
Westside Investment Management
California
$932K +$88.1K +1,000 +8%
HBW
1838
Hazlett, Burt & Watson
West Virginia
$932K -$20.5K -233 -2%
PWM
1839
Proathlete Wealth Management
Florida
$930K -$28.7K -326 -2%
BWAM
1840
Boyd Watterson Asset Management
Ohio
$930K +$2.64K +30 +0.2%
IIL
1841
Income Insurance Ltd
$929K +$16.7K +190 +1%
AAM
1842
AR Asset Management
California
$928K +$1.14M +13,000 New
TTIC
1843
Tower Trust & Investment Company
Iowa
$927K -$95.3K -1,082 -8%
FGC
1844
First Growth Capital
Maryland
$926K -$18.8K -213 -2%
TP
1845
Tranquility Partners
Tennessee
$926K +$214K +2,435 +23%
CA
1846
Continuum Advisory
Idaho
$924K +$271K +3,073 +31%
SCA
1847
Sippican Capital Advisors
Massachusetts
$923K +$1.14M +12,929 New
PWP
1848
Ponta Wealth Partners
Florida
$923K +$286K +3,247 +34%
MIA
1849
MainStreet Investment Advisors
Illinois
$923K +$208K +2,362 +22%
CI
1850
Corient IA
Florida
$921K – – –
72 73
74
75 76