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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1401
Moss Adams Wealth Advisors
Washington
$352K -$4.63K -71 -1%
FFS
1402
Founders Financial Securities
Maryland
$351K +$44.5K +682 +14%
HI
1403
Harbour Investments
Wisconsin
$350K +$82.1K +1,260 +30%
FCAS
1404
First Command Advisory Services
Texas
$349K +$5.34K +82 +2%
ACA
1405
Atlas Capital Advisors
Wyoming
$347K +$355K +5,448 New
AIM
1406
Alhambra Investment Management
Florida
$346K -$13.8K -212 -4%
SGI
1407
Summit Global Investments
Utah
$346K -$27.1K -415 -7%
AO
1408
Advisor OS
Illinois
$345K +$353K +5,421 New
SAM
1409
S.A. Mason
Michigan
$345K +$65 +1 +0%
SWA
1410
Strategies Wealth Advisors
Michigan
$344K +$352K +5,399 New
BBNB
1411
Baker Boyer National Bank
Washington
$341K -$17.1K -262 -5%
LFA
1412
Laraway Financial Advisors
Minnesota
$341K – – –
RP
1413
Riverwater Partners
Wisconsin
$341K +$349K +5,351 New
HNW
1414
High Note Wealth
Minnesota
$340K +$5.15K +79 +2%
BTWM
1415
Baker Tilly Wealth Management
Wisconsin
$337K +$4.11K +63 +1%
GPI
1416
General Partner Inc
Pennsylvania
$336K – – –
CGL
1417
Clarius Group LLC
Washington
$334K -$242K -3,708 -41%
BPWM
1418
BCS Private Wealth Management
New Jersey
$333K – – –
WA
1419
WealthTrust Axiom
Pennsylvania
$333K +$341K +5,232 New
IB
1420
Intrust Bank
Kansas
$333K +$27.8K +426 +9%
SWM
1421
Spire Wealth Management
Virginia
$332K -$83.4K -1,279 -20%
KIC
1422
Kensington Investment Counsel
California
$332K – – –
APG
1423
Abacus Planning Group
South Carolina
$331K +$80K +1,227 +31%
VCA
1424
Verdence Capital Advisors
Maryland
$329K +$93.8K +1,439 +39%
JSW
1425
Journey Strategic Wealth
New Jersey
$328K -$26.1K -401 -7%
55 56
57
58 59