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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2126
Latitude Advisors
Florida
$917K – – –
BF
2127
Brucke Financial
Indiana
$916K -$80.3K -710 -9%
LIM
2128
Leavell Investment Management
Alabama
$916K +$18.1K +160 +2%
CCA
2129
Cobblestone Capital Advisors
New York
$915K +$2.26K +20 +0.3%
MWA
2130
Monograph Wealth Advisors
California
$913K +$13.6K +120 +2%
PWM
2131
Prentice Wealth Management
New York
$912K -$113K -1,000 -13%
ML
2132
Mayport LLC
Massachusetts
$912K +$9.04K +80 +1%
ATFA
2133
All Terrain Financial Advisors
Minnesota
$911K -$20.4K -180 -3%
MCP
2134
Mirador Capital Partners
California
$911K -$4.52K -40 -0.6%
FCM
2135
Fire Capital Management
California
$909K -$47.5K -420 -6%
SFC
2136
SYM Financial Corp
Indiana
$909K +$15.8K +140 +2%
SFGP
2137
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$908K -$78K -690 -9%
WFAG
2138
Worth Financial Advisory Group
North Carolina
$908K +$89.3K +790 +13%
NHC
2139
Nicholas Hoffman & Company
Georgia
$905K -$18.1K -160 -2%
GWM
2140
Greenwich Wealth Management
Connecticut
$905K +$152K +1,340 +25%
SWA
2141
Serenus Wealth Advisors
California
$904K +$113K +1,000 +17%
CIA
2142
Cladis Investment Advisory
Montana
$904K – – –
CAAS
2143
Capital Asset Advisory Services
Michigan
$903K +$110K +970 +16%
MLA
2144
My Legacy Advisors
Oregon
$903K +$46.4K +410 +6%
RWA
2145
River Wealth Advisors
Pennsylvania
$901K +$48.6K +430 +7%
FG
2146
Foster Group
Iowa
$901K +$17K +150 +2%
CAM
2147
Cidel Asset Management
Ontario, Canada
$901K +$154K +1,360 +25%
AFG
2148
Allegheny Financial Group
Pennsylvania
$901K -$14.7K -130 -2%
LAM
2149
Lingohr Asset Management
Germany
$900K -$8.16M -72,150 -91%
WDG
2150
Wealth Dimensions Group
Ohio
$898K -$3.39K -30 -0.4%
84 85
86
87 88