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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1551
Argent Advisors
Louisiana
$630K -$4.18K -34 -0.7%
EM
1552
Excalibur Management
Massachusetts
$629K +$6.51K +53 +1%
FOA
1553
Five Oceans Advisors
California
$627K +$90.6K +737 +17%
FFM
1554
Forum Financial Management
Illinois
$627K +$66.3K +539 +12%
BCP
1555
Berkeley Capital Partners
Georgia
$626K +$21.6K +176 +4%
FRA
1556
Front Row Advisors
California
$625K -$123K -1,000 -16%
SHWM
1557
Silicon Hills Wealth Management
Texas
$625K – – –
SSWM
1558
Strait & Sound Wealth Management
California
$622K -$43.4K -353 -7%
CW
1559
CreativeOne Wealth
Kansas
$621K -$68.6K -558 -10%
G
1560
GenTrust
Florida
$618K +$338K +2,747 +120%
DFG
1561
Delta Financial Group
New Jersey
$617K -$3.69K -30 -0.6%
TCB
1562
Texas Capital Bancshares
Texas
$617K – – –
BWA
1563
Burt Wealth Advisors
Maryland
$613K +$1.35K +11 +0.2%
HI
1564
Harbour Investments
Wisconsin
$609K +$42.8K +348 +8%
CP
1565
Covenant Partners
Tennessee
$609K -$72.8K -592 -11%
MPI
1566
Mairs & Power Inc
Minnesota
$607K +$55.1K +448 +10%
BBI
1567
Baxter Bros Inc
Connecticut
$606K -$9.22K -75 -1%
PAS
1568
Professional Advisory Services
Florida
$606K – – –
CFG
1569
Carr Financial Group
Massachusetts
$605K +$738 +6 +0.1%
SG
1570
StoneX Group
New York
$602K +$62.8K +511 +12%
SFG
1571
Synergy Financial Group
California
$601K -$102K -833 -15%
IAS
1572
Insigneo Advisory Services
Florida
$601K -$62.1K -505 -9%
IA
1573
IFG Advisors
Missouri
$599K – – –
PVI
1574
Pine Valley Investments
New Jersey
$598K +$671K +5,460 New
WF
1575
Wayfinding Financial
Washington
$595K +$24.5K +199 +4%
61 62
63
64 65