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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
951
Winthrop Advisory Group
Massachusetts
$613K +$12.4K +109 +2%
ABLA
952
Alan B. Lancz & Associates
Ohio
$611K – – –
GPA
953
Garrison Point Advisors
California
$610K – – –
FWP
954
Forefront Wealth Partners
Texas
$610K +$40.3K +353 +7%
ATPW
955
Ashton Thomas Private Wealth
Arizona
$608K -$104K -908 -15%
LCM
956
Lazari Capital Management
California
$604K -$6.28K -55 -1%
BRWA
957
B. Riley Wealth Advisors
Florida
$602K -$93.2K -817 -13%
RW
958
Rede Wealth
Virginia
$601K – – –
WAP
959
Wealthcare Advisory Partners
Pennsylvania
$599K -$51K -447 -8%
AWM
960
Aprio Wealth Management
Georgia
$598K -$43K -377 -7%
CIC
961
Crawford Investment Counsel
Georgia
$594K +$114 +1 +0%
GAA
962
Guardian Asset Advisors
Pennsylvania
$589K -$33.7K -295 -5%
ATC
963
Argent Trust Co
Tennessee
$586K -$6.85K -60 -1%
PI
964
PineBridge Investments
New York
$585K -$1.54M -13,536 -78%
PA
965
PFG Advisors
Arizona
$585K -$106K -926 -15%
GCP
966
GSA Capital Partners
United Kingdom
$582K -$1.58M -13,833 -73%
UB
967
UMB Bank
Missouri
$581K -$45K -394 -7%
AFA
968
AA Financial Advisors
Ohio
$580K +$5.25K +46 +0.9%
VDC
969
Van Diest Capital
Iowa
$579K +$292K +2,560 +102%
WFA
970
WMG Financial Advisors
Tennessee
$579K -$288K -2,526 -33%
LAS
971
Legacy Advisory Services
Pennsylvania
$578K – – –
GBWM
972
Granite Bay Wealth Management
New Hampshire
$578K -$571 -5 -0.1%
FWP
973
Firethorn Wealth Partners
Georgia
$578K +$143K +1,250 +33%
SAM
974
Seelaus Asset Management
New Jersey
$577K +$576K +5,050 New
CPCM
975
Cardinal Point Capital Management
Ontario, Canada
$574K +$573K +5,023 New
37 38
39
40 41