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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1601
LVW Advisors
New York
$879K +$80.4K +460 +12%
ISL
1602
Ingalls & Snyder LLC
New York
$878K -$71.8K -411 -8%
SC
1603
Syon Capital
California
$877K -$47.5K -272 -6%
CC
1604
Covalis Capital
United Kingdom
$876K +$774K +4,428 New
BBWP
1605
Beacon Bridge Wealth Partners
Pennsylvania
$875K +$41.4K +237 +6%
SFS
1606
Searcy Financial Services
Kansas
$873K +$18K +103 +2%
CWM
1607
C2C Wealth Management
Arizona
$873K – – –
LA
1608
Lindenwold Advisors
Pennsylvania
$871K -$5.59K -32 -0.7%
LFS
1609
Legacy Financial Strategies
Kansas
$870K +$120K +687 +24%
SPW
1610
Surience Private Wealth
Washington
$870K -$2.89M -16,539 -79%
DOA
1611
D'Orazio & Associates
Virginia
$870K -$477K -2,728 -38%
RWP
1612
Revolve Wealth Partners
New Jersey
$868K -$35.3K -202 -4%
CFG
1613
Carr Financial Group
Massachusetts
$867K +$188K +1,074 +32%
AWM
1614
Act Wealth Management
Texas
$866K +$35K +200 +5%
PFWA
1615
Paces Ferry Wealth Advisors
Georgia
$865K +$59.4K +340 +8%
MWM
1616
McNaughton Wealth Management
California
$865K +$168K +961 +28%
AIMA
1617
Ables Iannone Moore & Associates
Georgia
$864K -$16.4K -94 -2%
FPGK
1618
Financial Partners Group (Kansas)
Kansas
$862K -$115K -658 -13%
NS
1619
NBC Securities
Alabama
$862K +$256K +1,467 +51%
EL
1620
EWA LLC
Pennsylvania
$859K +$70.6K +404 +13%
CWC
1621
Carolinas Wealth Consulting
North Carolina
$857K -$164K -941 -18%
WPWM
1622
Western Pacific Wealth Management
Illinois
$856K -$43.2K -247 -5%
CBT
1623
Central Bank & Trust
Kentucky
$856K -$2.8K -16 -0.4%
OWM
1624
OneAscent Wealth Management
Alabama
$852K -$64.5K -369 -8%
AWG
1625
Altus Wealth Group
Colorado
$852K +$22.7K +130 +3%
63 64
65
66 67