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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1401
Sax Wealth Advisors
New Jersey
$602K +$189K +2,626 +47%
ACS
1402
Archford Capital Strategies
Illinois
$601K -$11K -153 -2%
OBWG
1403
Onyx Bridge Wealth Group
New York
$601K -$6.56K -91 -1%
ATS
1404
Ashton Thomas Securities
New York
$599K +$589K +8,176 New
DIM
1405
Delta Investment Management
California
$599K -$197K -2,728 -25%
MFA
1406
Morling Financial Advisors
California
$598K -$11.3K -157 -2%
CAM
1407
Creekmur Asset Management
Illinois
$597K +$575K +7,987 +3,840%
MA
1408
Mutual Advisors
Nebraska
$597K +$126K +1,745 +29%
MFA
1409
Mayflower Financial Advisors
Massachusetts
$593K +$154K +2,138 +36%
JIC
1410
Joel Isaacson & Co
New York
$593K +$303K +4,200 +107%
V
1411
ViaWealth
Kansas
$592K -$14.8K -205 -2%
PPW
1412
Parcion Private Wealth
Washington
$587K +$213K +2,959 +58%
BOJHT
1413
Bank of Jackson Hole Trust
Wyoming
$587K +$15.3K +212 +3%
SOW
1414
State of Wyoming
Wyoming
$586K -$13.8K -191 -2%
FCBT
1415
First Citizens Bank & Trust
North Carolina
$584K +$577K +8,014 New
AWA
1416
Artemis Wealth Advisors
New York
$583K – – –
JGC
1417
J. Goldman & Co
New York
$583K -$1.56M -21,655 -73%
MCP
1418
Militia Capital Partners
Nevada
$583K +$576K +8,000 New
NED
1419
Nancy E. Dempze
$581K +$575K +7,975 New
STA
1420
Smith Thornton Advisors
Alabama
$577K +$147K +2,038 +35%
CWP
1421
Curated Wealth Partners
California
$577K +$12.8K +177 +2%
CCA
1422
Coign Capital Advisors
Utah
$577K +$70.9K +984 +14%
FMLI
1423
Fukoku Mutual Life Insurance
Japan
$575K – – –
CCA
1424
Checchi Capital Advisers
California
$573K +$62.5K +868 +12%
NAS
1425
Nicolet Advisory Services
Wisconsin
$572K +$121K +1,682 +26%
55 56
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