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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1876
WealthTrust Asset Management
Florida
$678K -$205K -1,025 -28%
RWMG
1877
Redwood Wealth Management Group
New Jersey
$678K -$100K -500 -16%
LA
1878
Latitude Advisors
Florida
$678K +$6.2K +31 +1%
WFA
1879
Wellspring Financial Advisors
Ohio
$676K +$190K +948 +58%
FWI
1880
Facet Wealth Inc
Maryland
$674K -$32.6K -163 -6%
DLG
1881
Daniel L. Goodwin
$674K -$250K -1,250 -33%
FCA
1882
FLC Capital Advisors
California
$673K +$200K +1,000 +64%
FTWA
1883
Fifth Third Wealth Advisors
Ohio
$673K +$315K +1,577 +158%
FCG
1884
Financial Connections Group
California
$673K -$38K -190 -7%
GP
1885
Geneva Partners
Wisconsin
$673K +$514K +2,569 New
1WM
1886
1900 Wealth Management
Texas
$672K +$514K +2,568 New
AIA
1887
Alera Investment Advisors
Illinois
$672K -$26.8K -134 -5%
DSC
1888
Duncker Streett & Co
Missouri
$671K +$1K +5 +0.2%
VC
1889
Veracity Capital
Georgia
$670K +$22K +110 +4%
HIC
1890
Holderness Investments Company
North Carolina
$669K +$138K +689 +37%
BFA
1891
Bragg Financial Advisors
North Carolina
$668K -$7.4K -37 -1%
CWA
1892
Choice Wealth Advisors
Maine
$668K – – –
SWM
1893
Silverlake Wealth Management
Vermont
$666K +$96K +480 +23%
PFS
1894
Physicians Financial Services
North Carolina
$666K – – –
CCA
1895
Clearwater Capital Advisors
Illinois
$664K +$4.4K +22 +0.9%
MIA
1896
MainStreet Investment Advisors
Illinois
$664K -$8.6K -43 -2%
RFA
1897
Resurgent Financial Advisors
Georgia
$663K -$3.4K -17 -0.7%
NGA
1898
Naples Global Advisors
Florida
$663K +$74.8K +374 +17%
KA
1899
Klingman & Associates
New York
$661K +$16.8K +84 +3%
SACTSONJ
1900
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$660K – – –
74 75
76
77 78