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Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
1151
FSB Premier Wealth Management
Iowa
$722K -$41.1K -459 -5%
CAWM
1152
Capital Advisors Wealth Management
Washington
$720K +$11.6K +130 +2%
SWGC
1153
Summit Wealth Group (Colorado)
Colorado
$720K +$448K +5,008 +174%
TCM
1154
Twin Capital Management
Pennsylvania
$719K +$761K +8,502 New
MAWA
1155
Moss Adams Wealth Advisors
Washington
$716K +$3.04K +34 +0.4%
SMCM
1156
Sky-Mountain Capital Management
Idaho
$716K +$90 +1 +0%
AWA
1157
Arete Wealth Advisors
Illinois
$715K +$23K +257 +3%
UF
1158
Univest Financial
Pennsylvania
$714K -$20.5K -229 -3%
PAG
1159
Powers Advisory Group
Illinois
$713K -$25.7K -287 -3%
SIS
1160
Sound Income Strategies
Florida
$713K -$6.36K -71 -0.8%
HSA
1161
HBK Sorce Advisory
Pennsylvania
$712K +$28.5K +318 +4%
IWA
1162
Inspirion Wealth Advisors
Illinois
$712K +$27.5K +307 +4%
IHL
1163
Investment House LLC
California
$710K -$235K -2,620 -24%
PVM
1164
Palogic Value Management
Texas
$708K -$10.3K -115 -1%
PAG
1165
Private Advisory Group
Washington
$708K +$9.13K +102 +1%
WBCM
1166
Wilson & Boucher Capital Management
California
$706K -$20.6K -230 -3%
DCM
1167
Dudley Capital Management
Virginia
$703K -$1.16K -13 -0.2%
XWM
1168
Xcel Wealth Management
Florida
$703K -$197K -2,204 -21%
LSIA
1169
LaSalle St. Investment Advisors
Illinois
$700K -$8.06K -90 -1%
MLL
1170
Moody Lynn & Lieberson
Massachusetts
$698K -$3.94K -44 -0.5%
CWP
1171
Cyndeo Wealth Partners
Florida
$698K -$11.4K -127 -2%
ATS
1172
Ashton Thomas Securities
New York
$698K +$3.13K +35 +0.4%
MA
1173
MKT Advisors
California
$697K -$9.13K -102 -1%
FSCM
1174
Front Street Capital Management
Montana
$692K +$1.43K +16 +0.2%
CCM
1175
Chaney Capital Management
Washington
$690K -$4.48K -50 -0.6%
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