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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1451
Ropes Wealth Advisors
Massachusetts
$827K +$251K +2,229 +46%
CCA
1452
Cobblestone Capital Advisors
New York
$824K +$61.9K +549 +8%
SFA
1453
Source Financial Advisors
New York
$824K +$157K +1,392 +25%
SRG
1454
SBB Research Group
Illinois
$821K +$792K +7,022 New
USCWA
1455
U.S. Capital Wealth Advisors
Texas
$820K -$4.74K -42 -0.6%
CA
1456
Continuum Advisory
Idaho
$818K -$3.95K -35 -0.5%
EW
1457
Evoke Wealth
California
$818K +$8.34K +74 +1%
CP
1458
Covenant Partners
Tennessee
$817K – – –
WFA
1459
Wellspring Financial Advisors
Ohio
$816K +$5.3K +47 +0.7%
BFO
1460
Boston Family Office
Massachusetts
$816K +$48K +426 +7%
OFS
1461
Orrstown Financial Services
Pennsylvania
$814K -$22.1K -196 -2%
SB
1462
Simmons Bank
Arkansas
$804K -$75.8K -672 -9%
RW
1463
Rede Wealth
Virginia
$801K +$1.47K +13 +0.2%
CPA
1464
Cardiff Park Advisors
California
$801K +$773K +6,852 New
HL
1465
HeadInvest LLC
Maine
$798K – – –
VAM
1466
Verity Asset Management
North Carolina
$797K +$141K +1,248 +22%
CWS
1467
Confluence Wealth Services
Pennsylvania
$796K +$767K +6,805 New
OFG
1468
OmniStar Financial Group
North Carolina
$790K +$82.6K +733 +12%
BL
1469
BFSG LLC
California
$788K -$928K -8,227 -55%
AIA
1470
Allied Investment Advisors
Montana
$788K – – –
JIC
1471
Joel Isaacson & Co
New York
$785K +$210K +1,862 +38%
FFM
1472
Forum Financial Management
Illinois
$785K +$757K +6,712 New
AL
1473
Aspiriant LLC
California
$784K +$439K +3,896 +138%
ACMA
1474
Arbor Capital Management (Alaska)
Alaska
$784K +$755K +6,700 New
DBIA
1475
Dumont & Blake Investment Advisors
New Jersey
$783K +$10.6K +94 +1%
57 58
59
60 61