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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1476
Marion Wealth Management
Pennsylvania
$627K +$445K +2,380 +232%
CAG
1477
Csenge Advisory Group
Florida
$623K -$5.6K -30 -0.9%
MAWA
1478
Moss Adams Wealth Advisors
Washington
$621K -$14.9K -80 -2%
BG
1479
Bahl & Gaynor
Ohio
$620K +$34.6K +185 +6%
IHL
1480
Investment House LLC
California
$619K -$116K -620 -16%
CH
1481
Cromwell Holdings
Wyoming
$618K – – –
CWS
1482
Confluence Wealth Services
Pennsylvania
$612K -$25.2K -135 -4%
RCM
1483
Raleigh Capital Management
North Carolina
$611K +$233K +1,245 +60%
CCA
1484
Coign Capital Advisors
Utah
$608K +$617K +3,305 New
ICP
1485
Impact Capital Partners
Colorado
$606K -$15.9K -85 -3%
OWP
1486
ORG Wealth Partners
Texas
$601K +$1.87K +10 +0.3%
PFA
1487
Pathway Financial Advisers
Indiana
$598K +$12.1K +65 +2%
TPW
1488
Transatlantique Private Wealth
New York
$595K -$47.6K -255 -7%
EML
1489
Eos Management LP
New York
$589K – – –
GGS
1490
Galvin Gaustad & Stein
Arizona
$588K +$2.8K +15 +0.5%
UWS
1491
Unique Wealth Strategies
Illinois
$588K -$934 -5 -0.2%
SP
1492
Stonebrook Private
Michigan
$587K -$28K -150 -4%
LA
1493
LVW Advisors
New York
$585K +$34.6K +185 +6%
MCP
1494
Mirador Capital Partners
California
$585K – – –
OWP
1495
Obermeyer Wealth Partners
Colorado
$585K +$17.7K +95 +3%
VBCG
1496
Valley Brook Capital Group
Pennsylvania
$583K +$12.1K +65 +2%
RCG
1497
Regatta Capital Group
California
$583K +$11.2K +60 +2%
AWM
1498
Avior Wealth Management
Nebraska
$580K +$34.6K +185 +6%
EA
1499
Emerald Advisers
Pennsylvania
$579K – – –
WMP
1500
Wealth Management Partners
Arizona
$578K +$26.1K +140 +5%
58 59
60
61 62