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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1626
Capital Square
Tennessee
$443K -$109K -635 -18%
FA
1627
Faithward Advisors
Pennsylvania
$443K -$3.8M -22,163 -88%
TP
1628
TritonPoint Partners
Maryland
$442K +$495K +2,888 New
CWP
1629
Curated Wealth Partners
California
$442K +$301K +1,757 +155%
MCP
1630
Mirador Capital Partners
California
$442K -$50.9K -297 -9%
RCA
1631
Resonant Capital Advisors
Wisconsin
$440K -$136K -795 -22%
1W
1632
1776 Wealth
Georgia
$440K -$34.3K -200 -7%
1CP
1633
1015 Capital Partners
Pennsylvania
$438K +$491K +2,860 New
FFA
1634
Founders Financial Alliance
North Carolina
$438K +$65.9K +384 +16%
RFN
1635
Redwood Financial Network
Ohio
$437K – – –
IFA
1636
Index Fund Advisors
California
$436K -$343 -2 -0.1%
UAG
1637
United Advisor Group
Ohio
$436K +$166K +966 +51%
MFIM
1638
Mesirow Financial Investment Management
Illinois
$434K -$105K -610 -18%
LMFP
1639
Larry Mathis Financial Planning
Arizona
$434K +$486K +2,834 New
EFSCE
1640
Enterprise Financial Services Corp (EFSC)
Missouri
$434K -$10.6K -62 -2%
ACM
1641
Allred Capital Management
Texas
$432K -$11.2K -65 -2%
SHFP
1642
Second Half Financial Partners
Florida
$431K -$35.2K -205 -7%
RS
1643
Rakuten Securities
Japan
$430K +$9.95K +58 +2%
CWM
1644
Centurion Wealth Management
Virginia
$430K +$22.6K +132 +5%
WMA
1645
Wealth Management Associates
New Jersey
$430K +$37.7K +220 +9%
CG
1646
Clarus Group
Texas
$427K -$32.6K -190 -6%
BWA
1647
Basecamp Wealth Advisors
Washington
$427K +$478K +2,788 New
WC
1648
Westerkirk Capital
$425K -$38.4K -224 -7%
SSCA
1649
South Shore Capital Advisors
Massachusetts
$425K +$476K +2,775 New
TNA
1650
True North Advisors
Texas
$424K -$12.9K -75 -3%
64 65
66
67 68