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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1476
SkyOak Wealth
Michigan
$702K -$28.9K -375 -4%
AIM
1477
Advyzon Investment Management
Illinois
$701K -$25.5K -331 -3%
CF
1478
Convergence Financial
Missouri
$696K +$303K +3,933 +69%
RCP
1479
Rothschild Capital Partners
New York
$692K +$237K +3,081 +47%
AU
1480
AlphaGrep UK
$691K -$286K -3,713 -28%
ABLA
1481
Alan B. Lancz & Associates
Ohio
$691K – – –
PA
1482
Procyon Advisors
Connecticut
$690K -$186K -2,413 -20%
NFG
1483
Nations Financial Group
Iowa
$689K -$543K -7,061 -42%
CCP
1484
Cane Capital Partners
Louisiana
$687K -$49.4K -642 -6%
CAMG
1485
CWA Asset Management Group
Florida
$685K +$64.7K +841 +10%
GIPW
1486
Granite Islands Private Wealth
Connecticut
$677K +$99.4K +1,292 +16%
IAN
1487
Integrated Advisors Network
Texas
$676K -$433K -5,630 -37%
CCA
1488
Coign Capital Advisors
Utah
$676K +$42.8K +556 +6%
VFA
1489
Voya Financial Advisors
Connecticut
$675K +$184K +2,397 +33%
TCWA
1490
Turtle Creek Wealth Advisors
Texas
$674K -$101K -1,318 -12%
MWM
1491
Mission Wealth Management
California
$673K -$1.43M -18,600 -67%
CP
1492
Canopy Partners
Ohio
$672K +$39.3K +510 +6%
PIA
1493
Perennial Investment Advisors
California
$672K -$14.5K -188 -2%
CTC
1494
Central Trust Company
Missouri
$672K -$293K -3,802 -29%
CWM
1495
Cornerstone Wealth Management
Missouri
$671K +$252K +3,273 +54%
CWA
1496
Consilium Wealth Advisory
Texas
$671K -$165K -2,142 -19%
LIA
1497
Lynx Investment Advisory
District of Columbia
$666K – – –
PIM
1498
Provident Investment Management
Michigan
$662K -$664K -8,625 -48%
XWL
1499
XXI Wealth LLC
Illinois
$660K +$42.2K +548 +6%
MFA
1500
Mayflower Financial Advisors
Massachusetts
$659K -$17.2K -224 -2%
58 59
60
61 62