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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1101
SVB Wealth
Massachusetts
$568K -$412K -5,294 -38%
AFP
1102
Ausdal Financial Partners
Iowa
$567K +$254K +3,261 +60%
BIA
1103
Bigelow Investment Advisors
Maine
$566K -$79.6K -1,022 -11%
AC
1104
Avestar Capital
New York
$563K -$36.6K -470 -5%
RFP
1105
Root Financial Partners
California
$563K +$482K +6,186 +254%
PWP
1106
Perfromance Wealth Partners
Illinois
$562K -$9.27K -119 -1%
MIM
1107
MTM Investment Management
South Carolina
$561K +$61.1K +785 +10%
APW
1108
Austin Private Wealth
Texas
$558K -$88.6K -1,138 -12%
KFS
1109
Keynote Financial Services
Connecticut
$558K +$39.6K +508 +6%
PWA
1110
Prairie Wealth Advisors
Nebraska
$555K +$20.8K +267 +3%
CCA
1111
Covey Capital Advisors
Georgia
$554K -$623 -8 -0.1%
DO
1112
denkapparat Operations
Germany
$553K +$325K +4,168 +97%
NP
1113
NorthRock Partners
Minnesota
$552K -$90.1K -1,157 -12%
BOH
1114
Bank of Hawaii
Hawaii
$552K -$336K -4,314 -34%
CMI
1115
Clare Market Investments
Texas
$550K -$225K -2,883 -25%
AB
1116
Atlas Brown
Kentucky
$550K -$1.95K -25 -0.3%
LFA
1117
Legacy Financial Advisors
Kentucky
$550K +$33K +424 +5%
IWM
1118
IHT Wealth Management
Illinois
$547K +$14.8K +190 +2%
EM
1119
Excalibur Management
Massachusetts
$546K -$1.56K -20 -0.2%
RRA
1120
Round Rock Advisors
Connecticut
$545K +$27.7K +355 +4%
PPW
1121
Parcion Private Wealth
Washington
$544K +$338K +4,334 +108%
DWA
1122
Douglass Winthrop Advisors
New York
$543K -$129K -1,655 -17%
V
1123
ViaWealth
Kansas
$541K -$9.97K -128 -2%
PWPS
1124
Pinnacle Wealth Planning Services
Ohio
$539K +$15.3K +197 +2%
PP
1125
Pingora Partners
Wyoming
$539K +$23.4K +300 +4%
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