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Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
851
Winslow Evans & Crocker
Massachusetts
$291K +$73.5K +700 +37%
EWA
852
Evolution Wealth Advisors
Florida
$290K -$43K -410 -14%
FA
853
Fiducient Advisors
Illinois
$289K +$268K +2,550 New
CAG
854
Csenge Advisory Group
Florida
$286K +$266K +2,530 New
RM
855
Resource Management
Louisiana
$285K -$70.3K -670 -21%
PWS
856
Private Wealth Strategies
Ohio
$284K +$53.5K +510 +26%
PC
857
Pecaut & Co
Iowa
$283K – – –
IA
858
Insight Advisors
Pennsylvania
$281K +$260K +2,480 New
AG
859
Algert Global
California
$280K – – –
RW
860
REDW Wealth
New Mexico
$277K – – –
EWA
861
EP Wealth Advisors
California
$275K -$64K -610 -20%
CGL
862
Clarius Group LLC
Washington
$273K +$11.5K +110 +5%
RWA
863
Redhawk Wealth Advisors
Minnesota
$273K +$253K +2,410 New
BBI
864
Baxter Bros Inc
Connecticut
$272K -$10.5K -100 -4%
IA
865
IFG Advisory
Georgia
$272K +$253K +2,410 New
EWM
866
Elite Wealth Management
Washington
$269K +$250K +2,380 New
SEP
867
Southland Equity Partners
Missouri
$266K +$247K +2,350 New
WWM
868
Western Wealth Management
Colorado
$266K -$2.1K -20 -0.8%
BFS
869
Bard Financial Services
Connecticut
$266K +$247K +2,350 New
ATC
870
Argent Trust Co
Tennessee
$265K +$246K +2,340 New
SW
871
StrongBox Wealth
Missouri
$261K +$242K +2,310 New
DI
872
Diligent Investors
California
$260K -$98.7K -940 -29%
SQA
873
Simon Quick Advisors
New Jersey
$259K +$240K +2,290 New
CF
874
Centaurus Financial
California
$258K +$19.9K +190 +9%
BW
875
Bison Wealth
Georgia
$258K +$26.2K +250 +12%
33 34
35
36 37