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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1451
Alta Wealth Advisors
Massachusetts
$774K -$31K -423 -4%
SCM
1452
Shelton Capital Management
Colorado
$773K -$3.56M -48,594 -82%
MG
1453
Mather Group
Illinois
$773K -$27.8K -379 -3%
SFCL
1454
Strengthening Families & Communities LLC
Massachusetts
$772K -$602K -8,209 -43%
TPA
1455
Trivium Point Advisory
Connecticut
$770K +$783K +10,675 New
IAIM
1456
International Assets Investment Management
Florida
$766K +$115K +1,574 +18%
OCM
1457
Orion Capital Management
California
$766K +$8.36K +114 +1%
1M
1458
1248 Management
Missouri
$764K +$34K +463 +5%
WA
1459
Wealth Alliance
New York
$762K -$108K -1,467 -12%
VWA
1460
Visionary Wealth Advisors
Illinois
$761K +$330K +4,503 +74%
FCP
1461
Fidelis Capital Partners
Florida
$760K +$56.3K +768 +8%
AWM
1462
Avior Wealth Management
Nebraska
$758K +$247K +3,364 +47%
EWA
1463
Emergent Wealth Advisors
New York
$756K -$124K -1,693 -13%
AAS
1464
Ameritas Advisory Services
Nebraska
$753K +$285K +3,886 +59%
CFP
1465
Catalyst Financial Partners
Massachusetts
$752K -$49.4K -674 -6%
WG
1466
Wellington Group
Indiana
$751K +$319K +4,351 +72%
VFG
1467
Victory Financial Group
Texas
$750K -$419K -5,715 -35%
TFS
1468
Thoroughbred Financial Services
Tennessee
$745K -$45.3K -618 -6%
CFS
1469
CRA Financial Services
New Jersey
$745K +$35.1K +479 +5%
GWP
1470
Gen-Wealth Partners
Michigan
$743K +$203K +2,767 +37%
OCM
1471
One Capital Management
California
$743K – – –
AIMA
1472
Ables Iannone Moore & Associates
Georgia
$742K +$123K +1,671 +19%
MA
1473
Mutual Advisors
Nebraska
$740K -$393K -5,362 -34%
FWP
1474
Forefront Wealth Partners
Texas
$739K +$12.3K +168 +2%
GIPW
1475
Granite Islands Private Wealth
Connecticut
$738K +$60.5K +825 +9%
57 58
59
60 61