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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
451
Cassady Schiller Wealth Management
Ohio
$4.43K +$1.12K +99 +32%
LWCFA
452
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.34K – – –
BLC
453
Brown, Lisle/Cummings
Rhode Island
$4.31K -$1.13K -100 -20%
API
454
Asset Planning Inc
California
$4.31K +$4.51K +400 New
BIA
455
Bell Investment Advisors
California
$4.22K -$1.89K -168 -30%
FWM
456
FSA Wealth Management
Massachusetts
$4.16K – – –
JWA
457
JFS Wealth Advisors
Pennsylvania
$4.08K +$868 +77 +25%
RI
458
Ridgewood Investments
New Jersey
$3.77K – – –
NWWA
459
New Wave Wealth Advisors
Arkansas
$3.32K +$3.47K +308 New
SIS
460
Sound Income Strategies
Florida
$3.23K -$5.13K -455 -60%
FHA
461
First Horizon Advisors
Tennessee
$3.23K – – –
RCM
462
Raleigh Capital Management
North Carolina
$3.23K +$1.13K +100 +50%
MAS
463
MPWM Advisory Solutions
Georgia
$3.23K +$3.38K +300 New
RAM
464
Riggs Asset Management
Pennsylvania
$3.03K +$2.82K +250 +862%
CAS
465
Coppell Advisory Solutions
Texas
$3.01K +$1.25K +111 +67%
GWSG
466
GPS Wealth Strategies Group
Colorado
$2.98K +$158 +14 +5%
CWM
467
CarsonAllaria Wealth Management
Illinois
$2.69K -$473 -42 -14%
ACA
468
American Capital Advisory
Idaho
$2.69K – – –
SC
469
Swan Capital
Florida
$2.54K +$406 +36 +18%
SO
470
Sierra Ocean
California
$2.53K +$2.65K +235 New
CTC
471
Central Trust Company
Missouri
$2.47K -$5.64K -500 -69%
CFO
472
CVA Family Office
Colorado
$2.42K +$969 +86 +62%
SFGP
473
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.29K +$2.4K +213 New
HWM
474
HighMark Wealth Management
Minnesota
$2.21K – – –
CSC
475
Caldwell Sutter Capital
California
$2.15K +$1.13K +100 +100%
17 18
19
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