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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1401
Sax Wealth Advisors
New Jersey
$821K +$499K +2,645 +197%
TBC
1402
Ted Buchan & Co
California
$820K +$753K +3,990 New
IHL
1403
Investment House LLC
California
$819K -$23.6K -125 -3%
WP
1404
WealthPLAN Partners
Nebraska
$814K -$1.07M -5,650 -59%
ZBNA
1405
Zions Bancorporation, National Association
Utah
$814K -$51.9K -275 -6%
GWM
1406
Geneos Wealth Management
Colorado
$811K +$27.4K +145 +4%
SWM
1407
Salvus Wealth Management
New Jersey
$811K +$75.5K +400 +11%
CIC
1408
Cornercap Investment Counsel
Georgia
$809K -$16K -85 -2%
PDL
1409
Portfolio Design Labs
California
$808K -$664K -3,520 -47%
DWM
1410
Drive Wealth Management
Utah
$807K +$4.72K +25 +0.6%
SIG
1411
Sargent Investment Group
Maryland
$805K +$538K +2,850 +183%
CIA
1412
Compass Ion Advisors
Pennsylvania
$804K +$18.9K +100 +3%
QWP
1413
Quotient Wealth Partners
Texas
$804K +$16K +85 +2%
BTW
1414
Boston Trust Walden
Massachusetts
$801K +$269K +1,425 +58%
FIA
1415
Foundations Investment Advisors
Arizona
$800K +$66K +350 +10%
PW
1416
Paladin Wealth
Minnesota
$799K -$8.49K -45 -1%
PFG
1417
Prosperity Financial Group
California
$799K – – –
NWAG
1418
Net Worth Advisory Group
Utah
$797K -$943 -5 -0.1%
IC
1419
Iconiq Capital
California
$796K -$11.3K -60 -2%
FH
1420
FWG Holdings
Florida
$789K +$30.2K +160 +4%
VCWM
1421
Vista Cima Wealth Management
Arizona
$789K +$2.83K +15 +0.4%
GAG
1422
GM Advisory Group
New York
$785K +$370K +1,960 +105%
KFA
1423
Krane Funds Advisors
New York
$784K -$153K -810 -18%
GCP
1424
GSA Capital Partners
United Kingdom
$783K -$217K -1,150 -23%
CAI
1425
Capital Advisors Inc
Oklahoma
$783K +$215K +1,140 +43%
55 56
57
58 59