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Name Holding Trade Value Shares
Change 		Change in
Stake
CLA
1276
Carnegie Lake Advisors
New Jersey
$239K – – –
GM
1277
GeoWealth Management
Illinois
$238K +$22.9K +260 +10%
LWM
1278
Langley Wealth Management
Mississippi
$236K +$239K +2,718 New
SC
1279
Schiavi & Co
Delaware
$236K +$2.82K +32 +1%
SFA
1280
Souders Financial Advisors
Ohio
$235K +$238K +2,707 New
CNBT
1281
Canandaigua National Bank & Trust
New York
$235K +$238K +2,703 New
BFA
1282
Bill Few Associates
Pennsylvania
$235K -$14.8K -168 -6%
V
1283
VeraBank
Texas
$235K -$8.9K -101 -4%
SH
1284
SLT Holdings
Arizona
$235K -$28.3K -321 -11%
WEG
1285
World Equity Group
Illinois
$235K -$1.76K -20 -0.7%
PFGIA
1286
Patriot Financial Group Insurance Agency
Massachusetts
$234K -$213K -2,418 -47%
OCM
1287
Outlook Capital Management
Illinois
$234K +$237K +2,694 New
MMA
1288
Miracle Mile Advisors
California
$234K +$237K +2,690 New
AAG
1289
Armstrong Advisory Group
Massachusetts
$233K – – –
MC
1290
Mathes Company
New York
$233K – – –
AWP
1291
Atlas Wealth Partners
Pennsylvania
$233K -$6.61K -75 -3%
CAMG
1292
CWA Asset Management Group
Florida
$233K +$25K +284 +12%
AU
1293
AlphaGrep UK
$231K +$234K +2,659 New
SA
1294
Sovran Advisors
California
$229K -$32.5K -369 -13%
CT
1295
Clearstead Trust
Maine
$229K +$352 +4 +0.2%
SP
1296
Symmetry Partners
Connecticut
$229K -$8.28K -94 -3%
RWM
1297
Ritholtz Wealth Management
New York
$229K +$3.96K +45 +2%
SP
1298
SmartHarvest Portfolios
Washington
$229K +$1.67K +19 +0.7%
LWM
1299
Lakeridge Wealth Management
Ohio
$228K -$6.78K -77 -3%
MCM
1300
Marathon Capital Management
Maryland
$226K -$141K -1,600 -38%
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