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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2876
Beaird Harris Wealth Management
Texas
$2.83M +$678K +5,740 +33%
PFA
2877
Pathway Financial Advisors
Vermont
$2.83M -$33K -279 -1%
WAM
2878
WealthTrust Asset Management
Florida
$2.82M -$1.29M -10,961 -32%
OWP
2879
ORG Wealth Partners
Texas
$2.81M +$2.74M +23,156 New
MWA
2880
Motive Wealth Advisors
Michigan
$2.8M – – –
IFPL
2881
Investments & Financial Planning LLC
Kentucky
$2.8M – – –
QCIG
2882
Quad-Cities Investment Group
Iowa
$2.79M +$141K +1,193 +5%
AWS
2883
Arkfeld Wealth Strategies
Nebraska
$2.79M -$104K -880 -4%
LAI
2884
Legal Advantage Investments
California
$2.79M -$11.8K -100 -0.4%
RIM
2885
Redwood Investment Management
Arizona
$2.79M -$13.4M -113,192 -83%
MCM
2886
Morton Capital Management
California
$2.79M +$721K +6,101 +36%
PMG
2887
ProVise Management Group
Florida
$2.78M -$26.6K -225 -1%
GHAM
2888
Gilman Hill Asset Management
Connecticut
$2.76M -$133K -1,125 -5%
CIC
2889
Crawford Investment Counsel
Georgia
$2.76M -$1.02M -8,599 -27%
IA
2890
IAM Advisory
Pennsylvania
$2.76M -$63.3K -536 -2%
IIA
2891
Integral Investment Advisors
California
$2.76M -$133K -1,125 -5%
SA
2892
Scarborough Advisors
Maryland
$2.74M +$222K +1,880 +9%
NRI
2893
NFP Retirement Inc
California
$2.74M -$103K -870 -4%
LA
2894
Latitude Advisors
Florida
$2.74M +$256K +2,166 +11%
OQS
2895
Occudo Quantitative Strategies
Florida
$2.74M +$457K +3,873 +21%
ARC
2896
Advisor Resource Council
Texas
$2.74M +$886K +7,502 +50%
WIM
2897
Waverton Investment Management
United Kingdom
$2.73M -$98K -830 -4%
TNA
2898
True North Advisors
Texas
$2.72M +$145K +1,228 +6%
VWM
2899
Vivid Wealth Management
Iowa
$2.72M +$68.5K +580 +3%
BFA
2900
Bright Financial Advisors
Michigan
$2.71M +$236 +2 +0%
114 115
116
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