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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1051
Tempus Wealth Planning
California
$7.04M +$349K +788 +5%
CAAS
1052
Capital Asset Advisory Services
Michigan
$7.02M -$1.18M -2,667 -14%
HIP
1053
Harrell Investment Partners
Texas
$6.96M +$67.4K +152 +1%
HWA
1054
HCR Wealth Advisors
California
$6.94M +$438K +989 +7%
CWS
1055
Cypress Wealth Services
California
$6.94M +$1.25M +2,822 +22%
TPCW
1056
TD Private Client Wealth
New York
$6.94M +$203K +459 +3%
KCFA
1057
Key Client Fiduciary Advisors
New Jersey
$6.92M -$651K -1,468 -9%
AAM
1058
Advisors Asset Management
Colorado
$6.92M +$1.88M +4,237 +38%
LAM
1059
L2 Asset Management
Massachusetts
$6.9M +$937K +2,113 +16%
QFW
1060
QTR Family Wealth
Florida
$6.9M +$226K +509 +3%
GCA
1061
Gradient Capital Advisors
California
$6.85M -$394K -889 -6%
AFA
1062
AA Financial Advisors
Ohio
$6.84M +$6.24M +14,083 +1,246%
LWA
1063
Lineweaver Wealth Advisors
Ohio
$6.82M +$180K +406 +3%
CCM
1064
Collar Capital Management
Wisconsin
$6.75M -$507K -1,143 -7%
RWB
1065
RMR Wealth Builders
New Jersey
$6.75M +$719K +1,622 +12%
KJWM
1066
Kiley Juergens Wealth Management
Washington
$6.74M -$5.76K -13 -0.1%
TYCC
1067
Texas Yale Capital Corp
Florida
$6.73M +$44.3K +100 +0.7%
AA
1068
ALPS Advisors
Colorado
$6.71M -$842K -1,900 -11%
SWM
1069
SeaCrest Wealth Management
New York
$6.7M -$129K -290 -2%
CI
1070
Conning Inc
Connecticut
$6.69M -$797K -1,799 -11%
RWP
1071
Revolve Wealth Partners
New Jersey
$6.69M -$316K -712 -5%
LWM
1072
Liberty Wealth Management
California
$6.68M -$219K -494 -3%
LCM
1073
Legato Capital Management
California
$6.66M -$397K -895 -6%
MAM
1074
Morse Asset Management
Connecticut
$6.65M +$223K +504 +4%
OQS
1075
Occudo Quantitative Strategies
Florida
$6.63M +$6.53M +14,739 New
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