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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
751
Centaurus Financial
California
$325K +$112K +1,980 +65%
SWA
752
Stratos Wealth Advisors
Ohio
$322K +$282K +4,984 New
ICG
753
InterOcean Capital Group
Tennessee
$322K +$281K +4,977 New
ME
754
McIlrath & Eck
Washington
$321K -$3.56K -63 -1%
ARIS
755
Advanced Research Investment Solutions
California
$320K – – –
LA
756
LVW Advisors
New York
$320K +$35.2K +623 +14%
AMM
757
American Money Management
California
$319K +$26K +460 +10%
WP
758
Westmount Partners
California
$319K -$5.65K -100 -2%
FCB
759
First Command Bank
Texas
$318K – – –
FCFS
760
First Command Financial Services
Texas
$318K – – –
CA
761
Clearstead Advisors
Ohio
$317K +$29.4K +520 +12%
SPIO
762
Seven Post Investment Office
California
$317K – – –
IFWM
763
Institute for Wealth Management
Colorado
$316K -$62.8K -1,111 -18%
CA
764
Claro Advisors
Massachusetts
$316K -$97.8K -1,730 -26%
SBH
765
Segall Bryant & Hamill
Illinois
$314K +$4.52K +80 +2%
JWM
766
JGP Wealth Management
Oregon
$314K -$2.37K -42 -0.9%
NB
767
Nicolet Bankshares
Wisconsin
$313K -$90.6K -1,602 -25%
WAM
768
Worth Asset Management
Texas
$312K +$9.55K +169 +4%
WA
769
Wealth Alliance
New York
$312K +$273K +4,829 New
CWA
770
Canvas Wealth Advisors
Kansas
$312K -$261K -4,625 -50%
NW
771
NewEdge Wealth
Pennsylvania
$311K -$116K -2,047 -30%
PA
772
PFG Advisors
Arizona
$311K – – –
CCFM
773
Clear Creek Financial Management
Washington
$311K +$18.7K +330 +7%
MIM
774
Montgomery Investment Management
Maryland
$310K – – –
CWM
775
Circle Wealth Management
New Jersey
$309K +$4.97K +88 +2%
29 30
31
32 33