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Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
1576
Trail Ridge Investment Advisors
Colorado
$729K +$31.9K +117 +4%
CWG
1577
Crown Wealth Group
North Carolina
$729K +$40.1K +147 +5%
SFA
1578
Souders Financial Advisors
Ohio
$726K +$131K +480 +17%
AR
1579
Advisory Research
Illinois
$725K -$373K -1,368 -30%
SFG
1580
StrategIQ Financial Group
Indiana
$725K +$4.09K +15 +0.5%
AWM
1581
Aspire Wealth Management
Massachusetts
$725K +$18K +66 +2%
SFO
1582
Stokes Family Office
Louisiana
$724K +$69.6K +255 +9%
GAA
1583
Global Assets Advisory
Florida
$724K +$843K +3,090 New
KFA
1584
Kelleher Financial Advisors
New York
$723K +$16.4K +60 +2%
SCM
1585
Sitrin Capital Management
California
$721K – – –
BCM
1586
Barden Capital Management
Texas
$721K +$120K +441 +16%
IC
1587
Inscription Capital
Texas
$720K -$246K -900 -22%
VAG
1588
VisionPoint Advisory Group
Texas
$720K -$67.1K -246 -9%
PFPT
1589
Pinnacle Financial Partners (Tennessee)
Tennessee
$717K -$10.6K -39 -1%
IA
1590
IFG Advisors
Missouri
$716K +$11.5K +42 +1%
AIA
1591
Affinity Investment Advisors
California
$715K – – –
MCCP
1592
Mission Creek Capital Partners
California
$713K – – –
CCP
1593
Clarkston Capital Partners
Michigan
$712K – – –
RFN
1594
Redwood Financial Network
Ohio
$712K +$1.64K +6 +0.2%
MFS
1595
Madrona Financial Services
Washington
$711K +$1.64K +6 +0.2%
GD
1596
Grandfield & Dodd
New York
$710K -$65.5K -240 -7%
BW
1597
Bison Wealth
Georgia
$710K +$287K +1,053 +50%
BSSFA
1598
Baron Silver Stevens Financial Advisors
Florida
$708K +$133K +489 +18%
MCA
1599
Magnolia Capital Advisors
Mississippi
$707K +$68.8K +252 +9%
WWMSC
1600
Wagner Wealth Management (South Carolina)
South Carolina
$705K -$65.5K -240 -7%
62 63
64
65 66