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Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1576
Southland Equity Partners
Missouri
$3.01M +$12.9K +29 +0.4%
BWM
1577
Benson Wealth Management
Tennessee
$3.01M +$2.97M +6,691 New
KFS
1578
Kaizen Financial Strategies
California
$3M +$14.2K +32 +0.5%
PWP
1579
Pursue Wealth Partners
California
$2.98M +$443 +1 +0%
OWA
1580
One Wealth Advisors
California
$2.98M -$199K -448 -6%
QPWM
1581
Quadrant Private Wealth Management
Pennsylvania
$2.98M +$451K +1,018 +18%
RI
1582
Ruggiero Investments
Florida
$2.96M +$2.92M +6,591 New
IWS
1583
Integrity Wealth Solutions
Colorado
$2.96M -$416K -938 -12%
TPWA
1584
TRUE Private Wealth Advisors
Oregon
$2.96M +$117K +264 +4%
NCM
1585
Narwhal Capital Management
Georgia
$2.96M -$1.3M -2,930 -31%
GIM
1586
Goelzer Investment Management
Indiana
$2.95M -$1.28M -2,898 -31%
ACA
1587
Affinity Capital Advisors
California
$2.94M +$144K +324 +5%
EL
1588
EWA LLC
Pennsylvania
$2.94M +$196K +442 +7%
RZH
1589
Relyea Zuckerberg Hanson
Connecticut
$2.94M -$11.1K -25 -0.4%
GWM
1590
Gibbs Wealth Management
Georgia
$2.94M +$59K +133 +2%
TWM
1591
Thryve Wealth Management
Texas
$2.93M +$2.89M +6,519 New
UF
1592
Univest Financial
Pennsylvania
$2.93M -$107K -241 -4%
BWM
1593
Bernicke Wealth Management
Wisconsin
$2.92M +$2.88M +6,501 New
DF
1594
Donoghue Forlines
Massachusetts
$2.92M +$2.88M +6,494 New
MCI
1595
MRP Capital Investments
Georgia
$2.91M +$368K +830 +15%
WPW
1596
Waldron Private Wealth
Pennsylvania
$2.91M -$395K -892 -12%
CHAM
1597
Clear Harbor Asset Management
Connecticut
$2.91M -$43K -97 -1%
LP
1598
LMR Partners
United Kingdom
$2.9M -$43.1M -97,146 -94%
CWP
1599
Core Wealth Partners
California
$2.89M +$191K +432 +7%
CP
1600
Camelot Portfolios
Ohio
$2.89M -$369K -833 -11%
62 63
64
65 66