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Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1601
LMR Partners
United Kingdom
$997K -$8.98M -26,772 -90%
RW
1602
Rede Wealth
Virginia
$997K -$97.6K -291 -9%
CFMC
1603
Curbstone Financial Management Corp
New Hampshire
$995K -$88.5K -264 -9%
SFO
1604
Stokes Family Office
Louisiana
$993K +$102K +303 +12%
ACM
1605
Alpha Capital Management
Texas
$992K -$76.5K -228 -7%
RWA
1606
Redhawk Wealth Advisors
Minnesota
$992K +$27.2K +81 +3%
FRA
1607
Frank Rimerman Advisors
California
$992K +$48.3K +144 +5%
FSA
1608
Fort Sheridan Advisors
Illinois
$990K -$101K -300 -10%
RF
1609
Resolute Financial
Massachusetts
$986K +$939K +2,799 New
MWA
1610
Monograph Wealth Advisors
California
$983K +$936K +2,790 New
LPP
1611
Life Planning Partners
Florida
$982K +$935K +2,787 New
WFS
1612
Widmann Financial Services
Maryland
$982K +$936K +2,790 New
ACM
1613
Allred Capital Management
Texas
$977K -$71.4K -213 -7%
MWP
1614
Madison Wealth Partners
Wisconsin
$976K +$4.03K +12 +0.4%
MIA
1615
MainStreet Investment Advisors
Illinois
$976K +$66.4K +198 +8%
MHWM
1616
Montz Harcus Wealth Management
Louisiana
$975K +$929K +2,769 New
MF
1617
Montis Financial
Massachusetts
$974K – – –
CIAS
1618
Capital Investment Advisory Services
North Carolina
$973K -$16.1K -48 -2%
MG
1619
Mather Group
Illinois
$973K +$158K +471 +21%
ERIM
1620
Eagle Ridge Investment Management
Connecticut
$971K -$90.6K -270 -9%
LF
1621
LifeSteps Financial
California
$970K +$28.2K +84 +3%
MKA
1622
M. Kulyk & Associates
Georgia
$970K +$105K +312 +13%
RA
1623
RiverTree Advisors
Florida
$967K +$921K +2,745 New
CC
1624
Chicago Capital
Illinois
$965K -$156K -465 -15%
WAM
1625
WealthTrust Asset Management
Florida
$965K -$13.1K -39 -1%
63 64
65
66 67