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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
776
Rise Advisors
New York
$64K -$2.56K -75 -4%
MA
777
MCF Advisors
Kentucky
$63.9K – – –
TIM
778
Tortoise Investment Management
New York
$62.5K +$68 +2 +0.1%
AWM
779
Abound Wealth Management
Tennessee
$62.5K – – –
USCWA
780
U.S. Capital Wealth Advisors
Texas
$60K +$59.1K +1,730 New
FFA
781
Farther Finance Advisors
California
$59.7K +$58.7K +1,720 New
OWA
782
One Wealth Advisors
California
$59.7K +$58.7K +1,720 New
NL
783
NVWM LLC
Pennsylvania
$56.2K – – –
CA
784
Crewe Advisors
Utah
$56K +$4.13K +121 +8%
SIMG
785
Stephens Investment Management Group
Texas
$55.7K +$15.1K +443 +39%
PAI
786
Pittenger & Anderson Inc
Nebraska
$54.8K – – –
KFS
787
Kelly Financial Services
Massachusetts
$54.5K +$11.6K +340 +28%
BCWM
788
Bartlett & Co Wealth Management
Ohio
$52.1K – – –
CCM
789
Cribstone Capital Management
Maine
$52.1K – – –
BC
790
Bartlett & Co
Ohio
$52K – – –
TWM
791
Tradition Wealth Management
Minnesota
$52K +$32.8K +962 +175%
TFP
792
Tilia Fiduciary Partners
North Carolina
$51K -$5.12K -150 -9%
SAM
793
Storebrand Asset Management
Norway
$49.2K -$53.7K -1,573 -53%
RFA
794
Resurgent Financial Advisors
Georgia
$47.4K +$46.6K +1,366 New
SIC
795
SJS Investment Consulting
Ohio
$46.9K – – –
BONH
796
Bank of New Hampshire
New Hampshire
$45K -$17.4K -510 -28%
TWA
797
TCI Wealth Advisors
Arizona
$44.9K -$24.3K -711 -35%
OCM
798
Orion Capital Management
California
$42.3K – – –
CWM
799
CarsonAllaria Wealth Management
Illinois
$42K – – –
CFG
800
CKW Financial Group
Hawaii
$42K – – –
30 31
32
33 34