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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1076
Clearstead Advisors
Ohio
$515K -$60.9K -268 -10%
LWCFA
1077
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$513K +$25.7K +113 +5%
SC
1078
Solstein Capital
California
$512K – – –
CI
1079
Conning Inc
Connecticut
$512K -$139K -611 -21%
MSWM
1080
McGlone Suttner Wealth Management
Wisconsin
$510K -$69.1K -304 -12%
IWM
1081
IHT Wealth Management
Illinois
$508K -$116K -508 -18%
CCG
1082
Ceeto Capital Group
Florida
$508K – – –
LA
1083
Legacy Advisors
Pennsylvania
$504K -$12.3K -54 -2%
WMA
1084
West Michigan Advisors
Michigan
$502K -$75K -330 -13%
KP
1085
Keel Point
Alabama
$500K +$118K +519 +30%
LFA
1086
Legacy Financial Advisors
Kentucky
$500K -$17.3K -76 -3%
RCM
1087
Raleigh Capital Management
North Carolina
$495K -$32.3K -142 -6%
AWA
1088
Aaron Wealth Advisors
Illinois
$493K +$26.4K +116 +5%
TWPM
1089
Total Wealth Planning & Management
Florida
$486K +$501K +2,202 New
MAWA
1090
Moss Adams Wealth Advisors
Washington
$485K +$29.3K +129 +6%
CIS
1091
Custom Index Systems
New York
$482K +$17.3K +76 +4%
CA
1092
Claro Advisors
Massachusetts
$481K -$3.18K -14 -0.6%
CPC
1093
CFC Planning Company
Indiana
$476K +$491K +2,157 New
RIM
1094
Redwood Investment Management
Arizona
$476K +$2.05K +9 +0.4%
KWA
1095
Kingswood Wealth Advisors
California
$473K -$282K -1,241 -37%
ACA
1096
Aspire Capital Advisors
Washington
$473K +$1.14K +5 +0.2%
CSPIA
1097
Cary Street Partners Investment Advisory
Virginia
$470K -$336K -1,476 -41%
MMA
1098
Miracle Mile Advisors
California
$467K +$482K +2,118 New
TCM
1099
Tuttle Capital Management
Connecticut
$467K +$124K +544 +35%
CCG
1100
Catalina Capital Group
California
$466K +$26.2K +115 +6%
42 43
44
45 46