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Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1701
NBC Securities
Alabama
$1.19M +$1.53M +4,591 +114,775%
BW
1702
BIP Wealth
Georgia
$1.19M +$27.3K +82 +2%
ACM
1703
Advance Capital Management
Michigan
$1.19M +$241K +722 +19%
BWP
1704
BlueStem Wealth Partners
Minnesota
$1.18M -$26.7K -80 -2%
SFWA
1705
Summit Financial Wealth Advisors
Louisiana
$1.18M +$117K +350 +8%
CWA
1706
Cornerstone Wealth Advisors
Minnesota
$1.18M – – –
SXL
1707
Summit X LLC
Missouri
$1.18M -$346K -1,039 -19%
RDWM
1708
Red Door Wealth Management
Tennessee
$1.18M +$280K +840 +23%
PCA
1709
Pallas Capital Advisors
Massachusetts
$1.18M -$634K -1,902 -30%
SC
1710
Shearwater Capital
Colorado
$1.17M – – –
NCM
1711
Narwhal Capital Management
Georgia
$1.17M -$975K -2,927 -39%
AF
1712
Arrow Financial
New York
$1.17M -$1.38M -4,144 -48%
DKCM
1713
Davidson Kahn Capital Management
California
$1.16M +$667 +2 +0%
NGA
1714
Naples Global Advisors
Florida
$1.16M -$284K -853 -16%
JWM
1715
JFG Wealth Management
Colorado
$1.16M +$83.3K +250 +6%
4WM
1716
4J Wealth Management
Virginia
$1.16M -$21.7K -65 -1%
SFS
1717
Searcy Financial Services
Kansas
$1.16M +$4.33K +13 +0.3%
MCA
1718
Magnolia Capital Advisors
Mississippi
$1.16M +$65.3K +196 +5%
TAM
1719
Tucker Asset Management
Colorado
$1.15M -$140K -421 -9%
BWM
1720
BlackDiamond Wealth Management
New York
$1.15M +$350K +1,051 +37%
WW
1721
Waterfront Wealth
Kansas
$1.15M -$52.7K -158 -3%
GCA
1722
Genesee Capital Advisors
New York
$1.14M -$41.7K -125 -3%
NRI
1723
NFP Retirement Inc
California
$1.14M +$307K +922 +26%
CWM
1724
Connecticut Wealth Management
Connecticut
$1.14M -$145K -436 -9%
FAN
1725
Financial Advisors Network
California
$1.14M +$326K +979 +29%
67 68
69
70 71