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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
4326
Kondo Wealth Advisors
California
$1.79M -$48.2K -259 -3%
DG
4327
Dala Group
Illinois
$1.79M +$1.78M +9,580 New
CTWM
4328
Cherry Tree Wealth Management
Minnesota
$1.78M +$396K +2,126 +29%
CIG
4329
Cascade Investment Group
Colorado
$1.77M -$324K -1,742 -15%
WA
4330
WBH Advisory
Maryland
$1.77M +$43.6K +234 +3%
TFO
4331
Tarbox Family Office
California
$1.77M -$251K -1,347 -12%
SSCA
4332
South Shore Capital Advisors
Massachusetts
$1.77M +$1.77M +9,492 New
PFA
4333
Pathway Financial Advisors
Vermont
$1.77M -$229K -1,229 -12%
CIAS
4334
CBIZ Investment Advisory Services
Ohio
$1.77M +$2.23K +12 +0.1%
VIA
4335
Virtus Investment Advisers
Connecticut
$1.77M -$163K -877 -8%
SCM
4336
Soros Capital Management
New York
$1.77M -$12.7M -68,469 -88%
TDC
4337
Thompson Davis & Co
Virginia
$1.77M +$217K +1,164 +14%
CWA
4338
Cura Wealth Advisors
Illinois
$1.77M +$455K +2,445 +35%
PVAMC
4339
PPS&V Asset Management Consultants
Michigan
$1.76M -$111K -599 -6%
MEAC
4340
M.E. Allison & Co
Texas
$1.76M +$196K +1,053 +13%
EWM
4341
Edge Wealth Management
New York
$1.76M -$143K -770 -8%
LIA
4342
Lynx Investment Advisory
District of Columbia
$1.76M -$286K -1,536 -14%
MSCM
4343
McElhenny Sheffield Capital Management
Texas
$1.76M +$258K +1,387 +17%
NMCM
4344
Nicholson Meyer Capital Management
Missouri
$1.75M -$902K -4,848 -34%
PAM
4345
Peak Asset Management
Colorado
$1.75M -$56.4K -303 -3%
CGH
4346
CMG Global Holdings
Texas
$1.75M -$136K -730 -7%
TC
4347
TwinBeech Capital
New York
$1.75M +$1.74M +9,365 New
NBWM
4348
North Berkeley Wealth Management
California
$1.74M -$219K -1,179 -11%
BLFG
4349
Brian Low Financial Group
Louisiana
$1.74M -$608K -3,267 -26%
NFG
4350
Northeast Financial Group
Pennsylvania
$1.74M -$1.06M -5,686 -38%
172 173
174
175 176