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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2501
Pathway Financial Advisors
Vermont
$934K +$17.9K +540 +3%
GA
2502
Gateway Advisory
New Jersey
$933K +$251K +7,560 +52%
FG
2503
Foster Group
Iowa
$933K +$212K +6,400 +41%
LFA
2504
Lauterbach Financial Advisors
Texas
$933K – – –
DWM
2505
Darwin Wealth Management
Florida
$932K -$1.64M -49,360 -69%
CWA
2506
Clarus Wealth Advisors
Arizona
$931K -$203K -6,110 -22%
HC
2507
Hamilton Capital
Ohio
$928K +$6.64K +200 +0.9%
SC
2508
Scholtz & Company
Connecticut
$924K +$725K +21,840 New
EWM
2509
Edge Wealth Management
New York
$922K -$348K -10,470 -32%
AC
2510
Apella Capital
Connecticut
$918K +$720K +21,690 New
CG
2511
Clifford Group
Massachusetts
$918K +$34.5K +1,040 +5%
TBWA
2512
Three Bridge Wealth Advisors
California
$915K – – –
ICP
2513
Interchange Capital Partners
Pennsylvania
$914K +$232K +7,000 +48%
CWA
2514
CM Wealth Advisors
Ohio
$912K -$4.39M -132,170 -87%
JC
2515
JB Capital
Connecticut
$904K – – –
PBC
2516
Pavion Blue Capital
California
$904K – – –
FA
2517
Fountainhead AM
New Jersey
$903K -$4.65K -140 -0.7%
AAP
2518
Arax Advisory Partners
Colorado
$902K -$49.8K -1,500 -7%
SPWM
2519
Straight Path Wealth Management
Michigan
$899K -$8.3K -250 -1%
DU
2520
Delphia (USA)
Ontario, Canada
$898K +$705K +21,230 New
EBA
2521
Eagle Bay Advisors
New York
$895K -$61.1K -1,840 -8%
HWM
2522
Hemington Wealth Management
Virginia
$893K -$50.5K -1,520 -7%
AA
2523
AlphaQ Advisors
Florida
$893K +$6.64K +200 +1%
SB
2524
Sunflower Bank
Texas
$891K -$29.9K -900 -4%
SIC
2525
Sterling Investment Counsel
New York
$888K +$39.8K +1,200 +6%
99 100
101
102 103