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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1251
OneAscent Financial Services
Alabama
$2.38M +$297K +890 +11%
BOSSRA
1252
B.O.S.S. Retirement Advisors
Utah
$2.37M +$936K +2,809 +44%
AWM
1253
Angeles Wealth Management
California
$2.37M -$84.6K -254 -3%
CAG
1254
Crestwood Advisors Group
Massachusetts
$2.36M -$280K -840 -8%
RCA
1255
Ranch Capital Advisors
Florida
$2.36M -$38.3K -115 -1%
YDMI
1256
Y.D. More Investments
Israel
$2.36M +$61.7K +185 +2%
CGA
1257
Crescent Grove Advisors
Illinois
$2.35M -$51.7K -155 -2%
SIMG
1258
Sonora Investment Management Group
Arizona
$2.34M -$284K -852 -9%
GM
1259
GeoWealth Management
Illinois
$2.34M -$1.19M -3,573 -28%
EBWM
1260
Eagle Bluffs Wealth Management
Missouri
$2.33M -$23.3K -70 -0.8%
SL
1261
Siren LLC
Connecticut
$2.33M +$3M +9,000 New
EAM
1262
Evanson Asset Management
California
$2.33M +$352K +1,057 +13%
PWM
1263
Parkshore Wealth Management
California
$2.33M -$7.67K -23 -0.3%
CWG
1264
Cornerstone Wealth Group
North Carolina
$2.32M +$255K +766 +9%
GCP
1265
Garda Capital Partners
Minnesota
$2.32M +$2.98M +8,954 New
WC
1266
Whitney & Co
New York
$2.32M +$619K +1,858 +26%
RFP
1267
Root Financial Partners
California
$2.31M -$318K -955 -10%
SCM
1268
SCS Capital Management
Massachusetts
$2.31M -$9.45M -28,366 -76%
WFI
1269
West Family Investments
California
$2.31M – – –
WBC
1270
West Branch Capital
Massachusetts
$2.3M +$577K +1,730 +24%
TPWA
1271
Twin Peaks Wealth Advisors
California
$2.29M -$24.3K -73 -0.8%
WJWM
1272
Williams Jones Wealth Management
New York
$2.29M +$344K +1,033 +13%
VCM
1273
Virtue Capital Management
Tennessee
$2.28M +$993K +2,979 +51%
ARC
1274
Advisor Resource Council
Texas
$2.28M +$3.79M +11,376 New
LBC
1275
Leigh Baldwin & Co
New York
$2.28M +$1.7M +5,100 +138%
49 50
51
52 53