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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
926
Montag & Associates
Georgia
$1.39M – – –
PWM
927
Platform Wealth Management
Utah
$1.39M +$1.37M +13,563 New
A
928
Allianz
Germany
$1.37M +$976K +9,692 +258%
WA
929
Wealth Alliance
New York
$1.36M +$38K +377 +3%
AWM
930
Avior Wealth Management
Nebraska
$1.36M -$2.42K -24 -0.2%
JKA
931
Jones Kertz & Associates
Minnesota
$1.36M -$79.1K -785 -6%
APIM
932
Agate Pass Investment Management
Washington
$1.35M -$56.8K -564 -4%
MWA
933
Marathon Wealth Advisors
Massachusetts
$1.34M +$24.8K +246 +2%
EB
934
Eastern Bank
Massachusetts
$1.34M +$11.2K +111 +0.9%
PP
935
Patron Partners
Texas
$1.34M +$65.1K +646 +5%
LFA
936
Legacy Financial Advisors
Kentucky
$1.34M +$5.64K +56 +0.4%
EP
937
Edgestream Partners
New Jersey
$1.34M +$1.32M +13,099 New
AWM
938
Aprio Wealth Management
Georgia
$1.34M +$48K +477 +4%
OPW
939
Osprey Private Wealth
New York
$1.33M – – –
CIM
940
Cambria Investment Management
California
$1.33M +$71.6K +711 +6%
MGIA
941
Moneta Group Investment Advisors
Missouri
$1.33M -$92.5K -919 -7%
WF
942
Wayfinding Financial
Washington
$1.33M -$101K -999 -7%
CAM
943
CenterStar Asset Management
Illinois
$1.33M -$628K -6,234 -32%
VDI
944
Vaughan David Investments
Illinois
$1.32M -$1.01K -10 -0.1%
RPGK
945
Retirement Planning Group (Kansas)
Kansas
$1.32M -$3.12K -31 -0.2%
DCM
946
Donaldson Capital Management
Indiana
$1.31M +$202K +2,006 +18%
FCT
947
Family Capital Trust
Massachusetts
$1.3M -$3.55M -35,264 -73%
FFG
948
Floyd Financial Group
Missouri
$1.3M +$4.13K +41 +0.3%
CP
949
Canopy Partners
Ohio
$1.3M -$49.1K -488 -4%
LAIC
950
Lederer & Associates Investment Counsel
California
$1.29M -$33.2K -330 -3%
36 37
38
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