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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1451
Visionary Wealth Advisors
Illinois
$761K +$330K +4,503 +74%
FCP
1452
Fidelis Capital Partners
Florida
$760K +$56.3K +768 +8%
AWM
1453
Avior Wealth Management
Nebraska
$758K +$247K +3,364 +47%
EWA
1454
Emergent Wealth Advisors
New York
$756K -$124K -1,693 -13%
AAS
1455
Ameritas Advisory Services
Nebraska
$753K +$285K +3,886 +59%
CFP
1456
Catalyst Financial Partners
Massachusetts
$752K -$49.4K -674 -6%
VFG
1457
Victory Financial Group
Texas
$750K -$419K -5,715 -35%
TFS
1458
Thoroughbred Financial Services
Tennessee
$745K -$45.3K -618 -6%
CFS
1459
CRA Financial Services
New Jersey
$745K +$35.1K +479 +5%
GWP
1460
Gen-Wealth Partners
Michigan
$743K +$203K +2,767 +37%
OCM
1461
One Capital Management
California
$743K – – –
AIMA
1462
Ables Iannone Moore & Associates
Georgia
$742K +$123K +1,671 +19%
MA
1463
Mutual Advisors
Nebraska
$740K -$393K -5,362 -34%
FWP
1464
Forefront Wealth Partners
Texas
$739K +$12.3K +168 +2%
GIPW
1465
Granite Islands Private Wealth
Connecticut
$738K +$60.5K +825 +9%
DJSG
1466
D.J. St. Germain
Massachusetts
$738K -$1.25K -17 -0.2%
MCM
1467
Massar Capital Management
Connecticut
$737K -$795K -10,837 -51%
SC
1468
Sepio Capital
Utah
$737K -$351K -4,792 -32%
TWPM
1469
Total Wealth Planning & Management
Florida
$736K +$88.4K +1,206 +13%
EWM
1470
Endowment Wealth Management
Wisconsin
$736K – – –
FP
1471
Financial Perspectives
Minnesota
$735K +$561K +7,649 +301%
PCG
1472
Prosperity Consulting Group
Maryland
$734K +$134K +1,832 +22%
CF
1473
Convergence Financial
Missouri
$733K +$35.5K +484 +5%
BAM
1474
Beaumont Asset Management
Texas
$729K -$1.1K -15 -0.1%
RIA
1475
Regal Investment Advisors
Michigan
$729K -$192K -2,613 -21%
57 58
59
60 61