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Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
1226
Morningstar Investment Services
Illinois
$605K -$411K -2,715 -41%
AC
1227
ASB Consultores
Florida
$605K +$601K +3,965 New
PEA
1228
Park Edge Advisors
Ohio
$602K -$31.1K -205 -5%
RLIM
1229
Red Lighthouse Investment Management
New York
$598K – – –
CL
1230
Choreo LLC
Illinois
$598K -$36.4K -240 -6%
VT
1231
Vise Technologies
New York
$597K +$172K +1,135 +41%
LFA
1232
Legacy Financial Advisors
Kentucky
$594K +$11.4K +75 +2%
CA
1233
Claro Advisors
Massachusetts
$592K +$264K +1,745 +82%
SAM
1234
Strategy Asset Managers
California
$592K +$589K +3,885 New
EPA
1235
Element Pointe Advisors
Florida
$591K – – –
CSPIA
1236
Cary Street Partners Investment Advisory
Virginia
$589K +$58.3K +385 +11%
QC
1237
Quent Capital
New York
$587K +$22.7K +150 +4%
CIA
1238
Compass Ion Advisors
Pennsylvania
$585K -$2.27K -15 -0.4%
DWM
1239
Drive Wealth Management
Utah
$579K -$51.5K -340 -8%
SIC
1240
Salem Investment Counselors
North Carolina
$578K -$62.9K -415 -10%
NWM
1241
Napa Wealth Management
California
$577K – – –
LAM
1242
Lewis Asset Management
California
$573K -$20.5K -135 -3%
CPIG
1243
Chicago Partners Investment Group
Illinois
$573K +$53.8K +355 +10%
GGS
1244
Galvin Gaustad & Stein
Arizona
$572K – – –
TWM
1245
Tradition Wealth Management
Minnesota
$570K – – –
PP
1246
Patron Partners
Texas
$569K +$87.9K +580 +18%
FNBSF
1247
First National Bank Sioux Falls
South Dakota
$564K – – –
LWL
1248
Leo Wealth LLC
Texas
$561K +$56.8K +375 +11%
PA
1249
PFG Advisors
Arizona
$560K -$28K -185 -5%
CFG
1250
Carr Financial Group
Massachusetts
$559K +$68.9K +455 +14%
48 49
50
51 52