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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1426
FSM Wealth Advisors
Ohio
$362K -$80.3K -1,337 -22%
CT
1427
Chicago Trust
Illinois
$361K +$3K +50 +1%
SG
1428
StoneX Group
New York
$360K -$108K -1,795 -26%
JSW
1429
Journey Strategic Wealth
New Jersey
$360K +$16K +267 +6%
PAG
1430
Powers Advisory Group
Illinois
$359K +$27.6K +460 +10%
SSWM
1431
Strait & Sound Wealth Management
California
$358K -$96K -1,600 -24%
FFS
1432
Founders Financial Securities
Maryland
$358K +$75.9K +1,265 +34%
RSWM
1433
Robertson Stephens Wealth Management
California
$357K -$39.4K -656 -12%
RCA
1434
Resonant Capital Advisors
Wisconsin
$357K +$68.7K +1,144 +30%
CCM
1435
Conway Capital Management
California
$355K -$45K -750 -13%
PFA
1436
Pure Financial Advisors
California
$355K +$300K +4,996 New
CF
1437
Clarity Financial
Texas
$354K +$63K +1,049 +27%
GDP
1438
Great Diamond Partners
Maine
$353K +$298K +4,968 New
PCP
1439
Panoramic Capital Partners
Oregon
$352K +$5.64K +94 +2%
BCV
1440
Banque Cantonale Vaudoise
Switzerland
$352K -$9.78K -163 -3%
DA
1441
Doliver Advisors
Texas
$352K -$18K -300 -6%
MCWS
1442
McKinley Carter Wealth Services
West Virginia
$350K -$1.98K -33 -0.7%
BOM
1443
Bank of Marin
California
$350K +$70.1K +1,168 +31%
LOAMU
1444
Lombard Odier Asset Management (USA)
New York
$348K +$294K +4,904 New
BWA
1445
Burt Wealth Advisors
Maryland
$348K – – –
AAS
1446
Ameritas Advisory Services
Nebraska
$348K -$5.16K -86 -2%
SIG
1447
Sargent Investment Group
Maryland
$348K -$42.6K -710 -13%
PAS
1448
Professional Advisory Services
Florida
$347K – – –
FG
1449
Foster Group
Iowa
$347K +$33.3K +555 +13%
AWM
1450
Axxcess Wealth Management
California
$346K -$53.5K -892 -15%
56 57
58
59 60