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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1576
Sierra Capital
Florida
$913K – – –
CWA
1577
Cornerstone Wealth Advisors
Minnesota
$912K -$24.5K -140 -3%
GT
1578
Glenview Trust
Kentucky
$911K +$175 +1 +0%
TA
1579
TrueWealth Advisors
Alabama
$908K +$120K +686 +18%
ADL
1580
Asset Dedication LLC
California
$904K +$60.1K +344 +8%
4WM
1581
4J Wealth Management
Virginia
$904K -$17.5K -100 -2%
ATPW
1582
Ashton Thomas Private Wealth
Arizona
$902K -$1.14M -6,536 -59%
LA
1583
Lifeworks Advisors
Michigan
$901K -$5.07K -29 -0.6%
IIM
1584
InTrack Investment Management
Vermont
$901K +$95.6K +547 +14%
MA
1585
MJP Associates
Connecticut
$899K +$105K +600 +15%
EI
1586
Ellevest Inc
New York
$898K -$84.6K -484 -10%
MAM
1587
Milestone Asset Management
Pennsylvania
$896K +$224K +1,279 +39%
AFA
1588
American Financial Advisors
Georgia
$896K +$2.45K +14 +0.3%
SC
1589
Shearwater Capital
Colorado
$895K – – –
LWL
1590
Leo Wealth LLC
Texas
$894K +$186K +1,063 +31%
SPC
1591
Spirepoint Private Client
Florida
$891K +$115K +660 +17%
MFS
1592
Monetta Financial Services
Illinois
$890K +$786K +4,500 New
PSP
1593
Principal Street Partners
Tennessee
$890K -$8.04K -46 -1%
TSWM
1594
Tyler-Stone Wealth Management
Ohio
$888K -$8.74K -50 -1%
MIFH
1595
Migdal Insurance & Financial Holdings
Israel
$888K +$610K +3,490 +349%
HWM
1596
Howard Wealth Management
Connecticut
$888K -$350 -2 -0%
PCG
1597
Prosperity Consulting Group
Maryland
$885K -$123K -703 -14%
PWMG
1598
Prestige Wealth Management Group
New Jersey
$883K -$660K -3,774 -46%
MFWP
1599
Mosaic Family Wealth Partners
Missouri
$883K +$22.4K +128 +3%
CAM
1600
Cozad Asset Management
Illinois
$883K +$26.4K +151 +4%
62 63
64
65 66