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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2401
Capital Performance Advisors
California
$860K +$298K +925 +77%
AWM
2402
Affinity Wealth Management
Delaware
$859K -$131K -408 -16%
M1FG
2403
Mach-1 Financial Group
Arkansas
$859K -$110K -343 -14%
FWM
2404
FFT Wealth Management
Pennsylvania
$859K +$76.3K +237 +13%
DAC
2405
Dividend Assets Capital
South Carolina
$858K +$684K +2,125 New
AIA
2406
Accelerate Investment Advisors
California
$857K +$5.47K +17 +0.8%
NC
2407
NovaPoint Capital
Georgia
$856K +$80.4K +250 +13%
AWS
2408
Aspen Wealth Strategies
Colorado
$855K -$47.6K -148 -7%
1M
2409
1248 Management
Missouri
$855K +$681K +2,116 New
RL
2410
Rogco LP
Oklahoma
$853K +$56.6K +176 +9%
PA
2411
PharVision Advisers
Florida
$852K +$679K +2,110 New
ACM
2412
Ascent Capital Management
Oregon
$849K +$677K +2,103 New
HZ
2413
Hixon Zuercher
Ohio
$849K -$24.1K -75 -3%
AWA
2414
ARQ Wealth Advisors
Arizona
$849K +$676K +2,102 New
AIM
2415
Alhambra Investment Management
Florida
$848K – – –
FPW
2416
Fairvoy Private Wealth
Alabama
$846K +$674K +2,096 New
PFS
2417
Physicians Financial Services
North Carolina
$846K – – –
KFA
2418
Kapstone Financial Advisors
Ohio
$846K +$32.5K +101 +5%
RBC
2419
Romano Brothers & Co
Illinois
$846K -$21.6K -67 -3%
LI
2420
LifeWealth Investments
Florida
$845K +$673K +2,092 New
SICM
2421
Sustainable Insight Capital Management
New York
$844K +$32.2K +100 +5%
SI
2422
Sprott Inc
Ontario, Canada
$844K -$51.8K -161 -7%
CIC
2423
Cutler Investment Counsel
Oregon
$843K -$25.7K -80 -4%
GGS
2424
Galvin Gaustad & Stein
Arizona
$839K -$1.93K -6 -0.3%
LWA
2425
Ledgewood Wealth Advisors
New Hampshire
$838K – – –
95 96
97
98 99