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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
Callahan Advisors
Texas
$953K -$33.3K -399 -3%
CI
727
Conning Inc
Connecticut
$951K -$9.5K -114 -1%
PIWA
728
Prevail Innovative Wealth Advisors
Kansas
$947K +$967K +11,597 New
EF
729
Empirical Finance
Pennsylvania
$943K +$14.1K +169 +1%
JIC
730
Johnson Investment Counsel
Ohio
$941K -$211K -2,527 -18%
FFM
731
Forum Financial Management
Illinois
$939K +$113K +1,351 +13%
WIA
732
World Investment Advisors
California
$931K -$49.9K -599 -5%
NAMNJ
733
NorthStar Asset Management (New Jersey)
New Jersey
$928K -$1.67K -20 -0.2%
I
734
InvesTrust
Oklahoma
$927K – – –
VFA
735
Valeo Financial Advisors
Indiana
$923K +$352K +4,217 +59%
DWM
736
Dakota Wealth Management
Florida
$921K -$1.04M -12,526 -53%
CWM
737
Congress Wealth Management
Massachusetts
$913K -$93K -1,115 -9%
MT
738
Midwest Trust
Kansas
$911K +$931K +11,166 New
WI
739
WBI Investments
New Jersey
$908K +$473K +5,669 +104%
RPGK
740
Retirement Planning Group (Kansas)
Kansas
$907K -$13.8K -165 -1%
BRWA
741
B. Riley Wealth Advisors
Florida
$906K +$926K +11,104 New
CFO
742
Callan Family Office
Pennsylvania
$903K +$539K +6,469 +141%
MA
743
Mutual Advisors
Nebraska
$902K +$59.6K +715 +7%
SCM
744
Sage Capital Management
New Jersey
$900K -$55.3K -663 -6%
SC
745
Syon Capital
California
$899K -$110K -1,323 -11%
LC
746
Lavaca Capital
Texas
$898K +$8.34K +100 +0.9%
SF
747
SageOak Financial
Oklahoma
$888K -$25.1K -301 -3%
AWE
748
Avidian Wealth Enterprises
Texas
$887K -$36.9K -443 -4%
GI
749
GAMMA Investing
California
$887K -$93.6K -1,123 -9%
PCA
750
Purkiss Capital Advisors
Connecticut
$884K +$396K +4,747 +78%
28 29
30
31 32