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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
751
Confluence Wealth Services
Pennsylvania
$329K +$2.77K +49 +1%
RFN
752
Redwood Financial Network
Ohio
$327K +$2.21K +39 +0.8%
CF
753
Centaurus Financial
California
$325K +$112K +1,980 +65%
SWA
754
Stratos Wealth Advisors
Ohio
$322K +$282K +4,984 New
ICG
755
InterOcean Capital Group
Tennessee
$322K +$281K +4,977 New
ME
756
McIlrath & Eck
Washington
$321K -$3.56K -63 -1%
ARIS
757
Advanced Research Investment Solutions
California
$320K – – –
LA
758
LVW Advisors
New York
$320K +$35.2K +623 +14%
AMM
759
American Money Management
California
$319K +$26K +460 +10%
WP
760
Westmount Partners
California
$319K -$5.65K -100 -2%
FCB
761
First Command Bank
Texas
$318K – – –
FCFS
762
First Command Financial Services
Texas
$318K – – –
CA
763
Clearstead Advisors
Ohio
$317K +$29.4K +520 +12%
SPIO
764
Seven Post Investment Office
California
$317K – – –
IFWM
765
Institute for Wealth Management
Colorado
$316K -$62.8K -1,111 -18%
CA
766
Claro Advisors
Massachusetts
$316K -$97.8K -1,730 -26%
SBH
767
Segall Bryant & Hamill
Illinois
$314K +$4.52K +80 +2%
JWM
768
JGP Wealth Management
Oregon
$314K -$2.37K -42 -0.9%
NB
769
Nicolet Bankshares
Wisconsin
$313K -$90.6K -1,602 -25%
WAM
770
Worth Asset Management
Texas
$312K +$9.55K +169 +4%
WA
771
Wealth Alliance
New York
$312K +$273K +4,829 New
CWA
772
Canvas Wealth Advisors
Kansas
$312K -$261K -4,625 -50%
NW
773
NewEdge Wealth
Pennsylvania
$311K -$116K -2,047 -30%
PA
774
PFG Advisors
Arizona
$311K – – –
CCFM
775
Clear Creek Financial Management
Washington
$311K +$18.7K +330 +7%
29 30
31
32 33