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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1626
Centurion Wealth Management
Virginia
$754K +$50.6K +259 +6%
JWM
1627
JGP Wealth Management
Oregon
$754K +$70.1K +359 +9%
SFWA
1628
Summit Financial Wealth Advisors
Louisiana
$753K +$31.1K +159 +4%
HA
1629
HC Advisors
Georgia
$752K +$835K +4,275 New
SIA
1630
SkyView Investment Advisors
New Jersey
$751K -$1.37K -7 -0.2%
LC
1631
LCNB Corp
Ohio
$751K – – –
KFA
1632
Kelleher Financial Advisors
New York
$750K +$3.32K +17 +0.4%
FF
1633
Fluent Financial
Texas
$750K +$833K +4,265 New
CCP
1634
Carmel Capital Partners
California
$750K -$4.88K -25 -0.6%
SGK
1635
Steigerwald Gordon & Koch
Virginia
$749K -$26.8K -137 -3%
RIP
1636
RAM Investment Partners
Washington
$748K -$28.3K -145 -3%
RIM
1637
Rockbridge Investment Management
New York
$748K -$64.5K -330 -7%
WDG
1638
Wealth Dimensions Group
Ohio
$748K +$28.7K +147 +4%
MC
1639
Matisse Capital
Oregon
$747K +$1.76K +9 +0.2%
RW
1640
REDW Wealth
New Mexico
$747K -$173K -883 -17%
LWM
1641
Lakeridge Wealth Management
Ohio
$746K -$48.6K -249 -6%
TGAM
1642
TBH Global Asset Management
Tennessee
$744K +$257K +1,313 +45%
FFA
1643
Florida Financial Advisors
Florida
$744K +$255K +1,306 +45%
CSIC
1644
Clifford Swan Investment Counsel
California
$743K -$48.8K -250 -6%
SCA
1645
STALEY CAPITAL ADVISERS
Pennsylvania
$743K -$7.03K -36 -0.8%
ARG
1646
Advisory Resource Group
Oklahoma
$741K -$527K -2,698 -39%
CFO
1647
CVA Family Office
Colorado
$741K -$95.7K -490 -10%
ADL
1648
Asset Dedication LLC
California
$740K +$9.18K +47 +1%
MLA
1649
My Legacy Advisors
Oregon
$740K +$183K +939 +29%
CWG
1650
Crown Wealth Group
North Carolina
$739K -$7.82K -40 -0.9%
64 65
66
67 68