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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1701
Clarity Wealth Advisors
California
$777K +$12.2K +770 +1%
APW
1702
Aurora Private Wealth
New Jersey
$773K +$70.2K +4,440 +7%
GAA
1703
Green Alpha Advisors
Colorado
$772K +$4.74K +300 +0.5%
BWM
1704
Buckley Wealth Management
Nevada
$769K +$217K +13,750 +28%
CCMG
1705
Clark Capital Management Group
Pennsylvania
$767K -$16.6M -1,049,590 -94%
VAG
1706
VisionPoint Advisory Group
Texas
$766K -$2.17M -137,090 -68%
BCM
1707
Barden Capital Management
Texas
$764K -$919K -58,100 -48%
GA
1708
Geller Advisors
New York
$761K +$42.1K +2,660 +4%
DWM
1709
Doyle Wealth Management
Florida
$755K +$8.38K +530 +0.9%
FNA
1710
First National Advisers
Nebraska
$754K +$269K +17,040 +38%
WA
1711
Wealth Alliance
New York
$753K -$14.7K -930 -1%
RWP
1712
Revolve Wealth Partners
New Jersey
$753K +$7.75K +490 +0.8%
PFM
1713
Privium Fund Management
Netherlands
$752K -$737K -46,600 -43%
CA
1714
Claro Advisors
Massachusetts
$752K – – –
CRC
1715
Curi RMB Capital
Illinois
$749K -$32.9K -2,080 -3%
ETH
1716
Exos TFP Holdings
New York
$747K +$973K +61,550 New
PCP
1717
Proficio Capital Partners
Massachusetts
$746K -$127K -8,040 -12%
MW
1718
MBL Wealth
North Carolina
$745K +$30.5K +1,930 +3%
MS
1719
Mizuho Securities
Japan
$745K +$248K +15,700 +34%
JSMC
1720
Jess S. Morgan & Co
California
$744K – – –
MWA
1721
Monograph Wealth Advisors
California
$742K -$474K -30,000 -33%
MAC
1722
Mason & Associates (California)
California
$742K +$11.7K +740 +1%
AP
1723
Appleton Partners
Massachusetts
$741K +$5.85K +370 +0.6%
CA
1724
Cornerstone Advisory
Maryland
$741K +$74K +4,680 +8%
SWIG
1725
Strategic Wealth Investment Group
Kentucky
$741K +$175K +11,090 +22%
67 68
69
70 71