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Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1551
Curi RMB Capital
Illinois
$672K +$219K +8,713 +58%
4WM
1552
49 Wealth Management
Texas
$671K +$597K +23,730 New
CHAM
1553
Clear Harbor Asset Management
Connecticut
$669K – – –
RIA
1554
Realta Investment Advisors
Delaware
$669K -$57K -2,268 -9%
MCA
1555
Magnolia Capital Advisors
Mississippi
$668K -$39.1K -1,554 -6%
AF
1556
Advisornet Financial
Minnesota
$668K +$94.4K +3,753 +19%
WAG
1557
Wheelhouse Advisory Group
Missouri
$667K -$16.6K -659 -3%
HPC
1558
HM Payson & Co
Maine
$666K +$69K +2,743 +13%
PHS
1559
Pekin Hardy Strauss
Illinois
$665K -$5.03K -200 -0.8%
MCA
1560
MSH Capital Advisors
Arizona
$664K -$19.7K -784 -3%
CFP
1561
Cascade Financial Partners
California
$664K -$5.03K -200 -0.8%
DA
1562
Dover Advisors
Virginia
$662K +$297K +11,816 +102%
GAA
1563
Global Assets Advisory
Florida
$662K +$621K +24,689 New
TAM
1564
Titleist Asset Management
Texas
$661K -$13.6K -539 -2%
RFA
1565
Resurgent Financial Advisors
Georgia
$660K +$344K +13,686 +142%
MYIA
1566
Mount Yale Investment Advisors
Colorado
$658K -$193K -7,689 -25%
OL
1567
Owen LaRue
Kentucky
$657K +$585K +23,249 New
OHWA
1568
Oak Hill Wealth Advisors
Virginia
$657K +$8.37K +333 +1%
RW
1569
Rede Wealth
Virginia
$657K +$5.28K +210 +0.9%
EFG
1570
Elios Financial Group
Ohio
$656K -$5.91K -235 -1%
AIM
1571
Acropolis Investment Management
Missouri
$654K +$1.31K +52 +0.2%
EGWAG
1572
Elwood & Goetz Wealth Advisory Group
Georgia
$653K -$126 -5 -0%
BMC
1573
Benin Management Corp
Connecticut
$651K +$1.21K +48 +0.2%
GITFIT
1574
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$650K -$75.4K -3,000 -12%
GPW
1575
Gentry Private Wealth
Kansas
$650K +$578K +22,993 New
61 62
63
64 65