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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2526
Carmichael Hill & Associates
Maryland
$1.05M -$52K -1,160 -5%
BW
2527
Basepoint Wealth
Iowa
$1.05M -$4.48K -100 -0.4%
CCA
2528
Column Capital Advisors
Indiana
$1.05M -$16.6K -370 -2%
MPCG
2529
Matrix Private Capital Group
New York
$1.05M +$37.2K +830 +4%
PHM
2530
Prospect Hill Management
New Jersey
$1.05M +$225K +5,020 +26%
FG
2531
Foster Group
Iowa
$1.05M +$90.5K +2,020 +9%
AAP
2532
Arax Advisory Partners
Colorado
$1.04M +$121K +2,710 +13%
UCB
2533
United Community Bank
South Carolina
$1.04M +$770K +17,190 +253%
CBA
2534
Coastal Bridge Advisors
Connecticut
$1.04M +$436K +9,730 +68%
SC
2535
Stephens Consulting
Michigan
$1.04M -$778K -17,360 -42%
HAS
2536
HBW Advisory Services
California
$1.04M +$24.2K +540 +2%
CW
2537
Cook Wealth
North Carolina
$1.03M – – –
ARG
2538
Advisory Resource Group
Oklahoma
$1.03M +$3.58K +80 +0.3%
MFG
2539
Magnus Financial Group
New York
$1.03M -$17K -380 -2%
AWM
2540
Accel Wealth Management
Iowa
$1.03M -$424K -9,470 -29%
LWM
2541
Lodestone Wealth Management
Washington
$1.03M -$8.06K -180 -0.8%
CC
2542
Callan Capital
California
$1.03M +$302K +6,750 +40%
CG
2543
Corundum Group
Colorado
$1.03M -$540K -12,060 -34%
PFA
2544
Pathway Financial Advisors
Vermont
$1.03M +$67.2K +1,500 +7%
SA
2545
SRN Advisors
Pennsylvania
$1.02M -$19.7K -440 -2%
CG
2546
Castellan Group
Kentucky
$1.02M +$896 +20 +0.1%
OCM
2547
Orion Capital Management
California
$1.02M +$22.4K +500 +2%
HWP
2548
Heritage Wealth Partners
Ohio
$1.02M +$114K +2,540 +12%
IFPL
2549
Investments & Financial Planning LLC
Kentucky
$1.02M – – –
MLA
2550
My Legacy Advisors
Oregon
$1.02M +$169K +3,770 +18%
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102
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