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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1551
Aspire Wealth Management
Massachusetts
$1.14M +$934 +3 +0.1%
KFA
1552
Kelleher Financial Advisors
New York
$1.14M -$934 -3 -0.1%
HPC
1553
HM Payson & Co
Maine
$1.13M -$256K -822 -21%
OFS
1554
OneAscent Financial Services
Alabama
$1.13M +$981K +3,150 New
IA
1555
IFG Advisors
Missouri
$1.13M -$30.8K -99 -3%
WPWM
1556
Western Pacific Wealth Management
Illinois
$1.13M +$28K +90 +3%
FWM
1557
Frontier Wealth Management
Missouri
$1.13M +$135K +432 +14%
TCM
1558
Teza Capital Management
Illinois
$1.13M +$385K +1,236 +65%
GI
1559
Gradient Investments
Minnesota
$1.13M -$130K -417 -12%
FSA
1560
Fort Sheridan Advisors
Illinois
$1.13M +$103K +330 +12%
ATIA
1561
American Trust Investment Advisors
New Hampshire
$1.13M – – –
CAC
1562
Certified Advisory Corp
Florida
$1.13M +$59.8K +192 +7%
TRIA
1563
Trail Ridge Investment Advisors
Colorado
$1.13M +$228K +732 +31%
MRWM
1564
ML&R Wealth Management
Texas
$1.12M +$15.9K +51 +2%
RCM
1565
RB Capital Management
Nevada
$1.12M +$147K +471 +18%
TW
1566
Transform Wealth
Colorado
$1.12M -$9.34K -30 -1%
EIA
1567
Eldridge Investment Advisors
New Hampshire
$1.12M – – –
FC
1568
Family CFO
California
$1.11M – – –
IGWM
1569
ICA Group Wealth Management
Colorado
$1.11M +$1.46M +4,680 New
FC
1570
Financial Consulate
Maryland
$1.11M – – –
MFS
1571
Madrona Financial Services
Washington
$1.11M – – –
S
1572
Surevest
California
$1.11M +$715K +2,295 +284%
CWG
1573
Crown Wealth Group
North Carolina
$1.11M +$966K +3,102 New
ZIMP
1574
Zimmermann Investment Management & Planning
Pennsylvania
$1.11M +$4.67K +15 +0.5%
CH
1575
Canton Hathaway
Rhode Island
$1.11M -$280K -900 -23%
61 62
63
64 65