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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1001
Realta Investment Advisors
Delaware
$7.23M +$39.8K +100 +0.6%
MCIA
1002
Mountain Capital Investment Advisors
Colorado
$7.2M -$120K -302 -2%
TCWA
1003
Turtle Creek Wealth Advisors
Texas
$7.2M +$316K +794 +5%
CWA
1004
Clarity Wealth Advisors
California
$7.18M +$63.6K +160 +0.9%
TPCW
1005
TD Private Client Wealth
New York
$7.18M +$364K +915 +6%
IUHSA
1006
Itau Unibanco Holding S.A.
Brazil
$7.13M +$1.69M +4,259 +34%
AF
1007
Advisornet Financial
Minnesota
$7.12M +$177K +444 +3%
BCA
1008
Bay Colony Advisors
Massachusetts
$7.11M +$366K +919 +6%
DLCIG
1009
D.L. Carlson Investment Group
New Hampshire
$7.11M +$600K +1,509 +10%
VA
1010
Valmark Advisers
Ohio
$7.11M +$56.9K +143 +0.9%
TWP
1011
Tempus Wealth Planning
California
$7.1M +$251K +631 +4%
LWA
1012
Lineweaver Wealth Advisors
Ohio
$7.09M +$574K +1,443 +9%
LFA
1013
Legacy Financial Advisors
Kentucky
$7.09M +$331K +831 +5%
BAG
1014
Bridgewealth Advisory Group
California
$7.04M +$940K +2,364 +16%
APP
1015
Avantax Planning Partners
Iowa
$7.04M +$247K +620 +4%
PPA
1016
Pacific Point Advisors
California
$7.03M +$139K +350 +2%
AG
1017
Algert Global
California
$7.03M -$888K -2,233 -12%
LTI
1018
Laffer Tengler Investments
Tennessee
$7.02M +$88.7K +223 +1%
DAM
1019
Deltec Asset Management
New York
$7.02M +$264K +664 +4%
LPT
1020
Legacy Private Trust
Wisconsin
$6.99M -$5.57K -14 -0.1%
LWP
1021
LMG Wealth Partners
Louisiana
$6.99M +$1.01M +2,540 +18%
AAM
1022
Advisors Asset Management
Colorado
$6.99M +$231K +582 +4%
HAG
1023
HighPoint Advisor Group
Illinois
$6.98M +$272K +684 +4%
SCP
1024
Sivia Capital Partners
California
$6.96M +$1.44M +3,630 +28%
NPT
1025
National Philanthropic Trust
Pennsylvania
$6.95M -$81.1K -204 -1%
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