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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1476
Capstone Financial Advisors
Illinois
$1.2M -$89K -445 -9%
SWA
1477
Sax Wealth Advisors
New Jersey
$1.2M +$10.8K +54 +1%
BOPW
1478
Brandywine Oak Private Wealth
Pennsylvania
$1.2M +$44K +220 +5%
RAG
1479
RIA Advisory Group
Iowa
$1.2M +$14.8K +74 +2%
TIA
1480
Tiemann Investment Advisors
California
$1.2M -$65K -325 -7%
ACP
1481
Aveo Capital Partners
Colorado
$1.2M -$97.4K -487 -10%
GCP
1482
GSA Capital Partners
United Kingdom
$1.2M -$582K -2,909 -39%
WPWM
1483
Western Pacific Wealth Management
Illinois
$1.19M +$100K +502 +12%
F4L
1484
Fortune 45 LLC
Louisiana
$1.19M +$7K +35 +0.8%
PP
1485
Patten & Patten
Tennessee
$1.19M -$25.4K -127 -3%
OWA
1486
Octavia Wealth Advisors
Ohio
$1.19M -$32K -160 -3%
MUMSS
1487
Mitsubishi UFJ Morgan Stanley Securities
Japan
$1.19M +$910K +4,549 New
RZH
1488
Relyea Zuckerberg Hanson
Connecticut
$1.19M +$167K +834 +22%
PM
1489
Parametrica Management
Hong Kong
$1.19M +$909K +4,544 New
JJBC
1490
James J. Burns & Company
New York
$1.19M +$14.2K +71 +2%
SWIG
1491
Strategic Wealth Investment Group
Kentucky
$1.19M +$300K +1,502 +50%
PPG
1492
Peak Planning Group
Colorado
$1.18M +$57K +285 +7%
XT
1493
XTX Topco
Cayman Islands
$1.18M +$905K +4,524 New
SC
1494
Shearwater Capital
Colorado
$1.18M – – –
WDC
1495
Woodward Diversified Capital
California
$1.18M +$7K +35 +0.8%
ARC
1496
Advisor Resource Council
Texas
$1.18M -$1.45M -7,251 -62%
QCIG
1497
Quad-Cities Investment Group
Iowa
$1.18M -$60K -300 -6%
PMG
1498
ProVise Management Group
Florida
$1.18M +$24K +120 +3%
HWM
1499
Howard Wealth Management
Connecticut
$1.18M -$2K -10 -0.2%
TIM
1500
Total Investment Management
Arizona
$1.17M +$51K +255 +6%
58 59
60
61 62