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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
876
Tiemann Investment Advisors
California
$249K -$12.8K -250 -5%
OIA
877
OneDigital Investment Advisors
Kansas
$247K -$25.6K -501 -10%
S
878
SimplyRich
California
$246K -$26.1K -510 -10%
IPWA
879
International Private Wealth Advisors
California
$244K -$42.6K -834 -15%
CIA
880
Compass Ion Advisors
Pennsylvania
$244K +$237K +4,627 New
CWM
881
Cornerstone Wealth Management
Missouri
$244K -$3.78K -74 -2%
PPWP
882
Premier Path Wealth Partners
New Jersey
$242K +$460 +9 +0.2%
IWN
883
Independent Wealth Network
Iowa
$240K +$11.3K +221 +5%
GEA
884
Glen Eagle Advisors
New Jersey
$240K -$10.2K -200 -4%
YIA
885
YHB Investment Advisors
Connecticut
$239K – – –
FCBT
886
First Citizens Bank & Trust
North Carolina
$238K -$767 -15 -0.3%
AWE
887
Avidian Wealth Enterprises
Texas
$237K +$2.25K +44 +1%
AWM
888
AE Wealth Management
Kansas
$237K -$3.73K -73 -2%
WR
889
WD Rutherford
Oregon
$235K -$48.3K -945 -18%
CIA
890
Choate Investment Advisors
Massachusetts
$234K -$2.81K -55 -1%
HWM
891
Hohimer Wealth Management
Washington
$234K +$716 +14 +0.3%
BFM
892
Boothbay Fund Management
New York
$234K +$226K +4,425 New
PFM
893
Patton Fund Management
Texas
$233K +$226K +4,412 New
CI
894
Conning Inc
Connecticut
$232K -$7.82K -153 -3%
IA
895
Integrity Alliance
Iowa
$230K -$749K -14,638 -77%
SIM
896
Stratos Investment Management
Ohio
$230K +$223K +4,359 New
BFC
897
Bedel Financial Consulting
Indiana
$229K +$716 +14 +0.3%
CFP
898
Catalyst Financial Partners
Massachusetts
$228K +$14.1K +276 +7%
CCA
899
Childress Capital Advisors
Texas
$227K +$30.7K +601 +16%
MFG
900
Midwest Financial Group
Kansas
$227K – – –
34 35
36
37 38