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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFP
1076
Charles Carroll Financial Partners
Massachusetts
$450K +$150K +1,500 +60%
PA
1077
PFG Advisors
Arizona
$450K +$400K +4,000 New
WWM
1078
Western Wealth Management
Colorado
$448K +$66.5K +665 +20%
CPIG
1079
Chicago Partners Investment Group
Illinois
$442K -$61.5K -615 -14%
CIP
1080
Capital Insight Partners
Arizona
$441K +$42K +420 +12%
RLIM
1081
Red Lighthouse Investment Management
New York
$440K – – –
EFG
1082
Everhart Financial Group
Ohio
$436K +$34.5K +345 +10%
CS
1083
Capital Square
Tennessee
$432K – – –
AFG
1084
Atomi Financial Group
New York
$429K +$10.5K +105 +3%
SMH
1085
Sanders Morris Harris
Texas
$428K +$380K +3,800 New
NWMG
1086
National Wealth Management Group
Ohio
$422K +$382K +3,820 New
EPA
1087
Element Pointe Advisors
Florida
$421K – – –
KFS
1088
Kaizen Financial Strategies
California
$421K +$375K +3,750 New
SVWAG
1089
Sound View Wealth Advisors Group
Georgia
$419K -$73K -730 -16%
EAM
1090
Evanson Asset Management
California
$418K – – –
WTA
1091
Washington Trust Advisors
Massachusetts
$417K -$12.5K -125 -3%
FNBSF
1092
First National Bank Sioux Falls
South Dakota
$416K – – –
CCM
1093
Cinctive Capital Management
New York
$415K -$30.4M -303,970 -99%
MYIA
1094
Mount Yale Investment Advisors
Colorado
$415K +$14K +140 +4%
OL
1095
Optas LLC
Texas
$413K +$27.5K +275 +8%
SF
1096
Symphony Financial
Texas
$412K -$40.5K -405 -10%
CIA
1097
Compass Ion Advisors
Pennsylvania
$407K – – –
NP
1098
NorthRock Partners
Minnesota
$401K +$26K +260 +8%
SOS
1099
Silver Oak Securities
Tennessee
$399K +$15.5K +155 +5%
CHJWM
1100
Carlton Hofferkamp & Jenks Wealth Management
Texas
$393K -$4K -40 -1%
42 43
44
45 46