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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
726
Lakeside Advisors
Washington
$1.95M -$68.7K -4,350 -4%
WANY
727
Wealthspire Advisors (New York)
New York
$1.95M +$33.8K +2,139 +2%
CAG
728
Csenge Advisory Group
Florida
$1.94M -$113K -7,186 -6%
FFP
729
FourThought Financial Partners
Florida
$1.94M -$61.1K -3,873 -3%
CIA
730
Cladis Investment Advisory
Montana
$1.92M -$8.13K -515 -0.4%
IA
731
IFP Advisors
Florida
$1.91M -$1.09M -69,081 -38%
AA
732
Aire Advisors
California
$1.9M -$734K -46,499 -29%
PVI
733
Pine Valley Investments
New Jersey
$1.89M -$289K -18,300 -14%
GAM
734
Griffin Asset Management
New York
$1.89M +$284K +17,984 +19%
CG
735
Cynosure Group
Utah
$1.88M -$18.7K -1,186 -1%
AHC
736
Adell Harriman & Carpenter
Texas
$1.88M +$9.95K +630 +0.6%
MSAM
737
Moloney Securities Asset Management
Missouri
$1.87M -$16.4K -1,037 -0.9%
CL
738
Choreo LLC
Illinois
$1.87M +$522K +33,091 +42%
BCWM
739
Bartlett & Co Wealth Management
Ohio
$1.86M -$233K -14,732 -12%
BC
740
Bartlett & Co
Ohio
$1.86M -$233K -14,732 -12%
PCM
741
Palouse Capital Management
Washington
$1.86M -$134K -8,468 -7%
CFGS
742
Concourse Financial Group Securities
Alabama
$1.85M +$13.4K +846 +0.8%
LWP
743
LMG Wealth Partners
Louisiana
$1.85M +$158K +9,980 +10%
XWM
744
Xcel Wealth Management
Florida
$1.84M -$1.78M -112,570 -51%
SGC
745
Slocum, Gordon & Co
Rhode Island
$1.83M -$50.8K -3,215 -3%
CAM
746
Carret Asset Management
New York
$1.81M -$279K -17,657 -14%
PPWP
747
Premier Path Wealth Partners
New Jersey
$1.81M +$1.69M +107,144 New
WA
748
Wealth Alliance
New York
$1.8M -$203K -12,856 -11%
EI
749
EDMP Inc
Florida
$1.77M +$75.3K +4,771 +5%
VVP
750
Venture Visionary Partners
Ohio
$1.76M -$290K -18,388 -15%
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