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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1826
Transamerica Financial Advisors
Florida
$2.1M +$427K +1,073 +27%
KC
1827
Karras Company
Utah
$2.1M -$159K -400 -7%
CFM
1828
Compass Financial Management
Florida
$2.09M +$2.35M +5,919 New
AWAG
1829
ARS Wealth Advisors Group
Florida
$2.09M +$722K +1,816 +58%
AFS
1830
Access Financial Services
Minnesota
$2.08M -$152K -382 -7%
WW
1831
Waterfront Wealth
Kansas
$2.08M +$157K +394 +8%
FMP
1832
Financial Management Professionals
Texas
$2.08M +$27K +68 +1%
BHPW
1833
Box Hill Private Wealth
Arizona
$2.07M -$509K -1,280 -21%
HEM
1834
Henson-Edgewater Management
Ohio
$2.07M -$3.98K -10 -0.2%
MSWM
1835
McGlone Suttner Wealth Management
Wisconsin
$2.07M +$42.6K +107 +2%
HCM
1836
Highview Capital Management
Illinois
$2.07M +$237K +597 +14%
GIA
1837
Guyasuta Investment Advisors
Pennsylvania
$2.07M – – –
EWM
1838
Elevatus Welath Management
New York
$2.06M +$1.09M +2,733 +126%
FFA
1839
Founders Financial Alliance
North Carolina
$2.06M +$115K +289 +6%
MWA
1840
Motive Wealth Advisors
Michigan
$2.06M +$65.6K +165 +3%
ATC
1841
Adirondack Trust Company
New York
$2.06M +$53.7K +135 +3%
IA
1842
IFC Advisors
California
$2.05M +$12.7K +32 +0.7%
GA
1843
Greenspring Advisors
Maryland
$2.05M +$183K +459 +10%
PCM
1844
Prelude Capital Management
New York
$2.04M +$931K +2,340 +93%
MWA
1845
Martel Wealth Advisors
Washington
$2.04M – – –
WWM
1846
Walser Wealth Management
Florida
$2.04M -$24.3K -61 -1%
AWS
1847
Arkfeld Wealth Strategies
Nebraska
$2.04M +$128K +321 +7%
FOA
1848
Five Oceans Advisors
California
$2.03M +$398 +1 +0%
FA
1849
Faithward Advisors
Pennsylvania
$2.03M -$3.77M -9,472 -66%
GRR
1850
Golden Reserve Retirement
Ohio
$2.03M +$924K +2,323 +93%
72 73
74
75 76