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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1076
Paralel Advisors
Colorado
$1.43M +$1.42M +8,223 New
IFG
1077
Independent Financial Group
California
$1.42M +$6.06K +35 +0.4%
YWP
1078
YorkBridge Wealth Partners
New York
$1.42M +$14K +81 +1%
CS
1079
Cannell & Spears
New York
$1.42M – – –
PA
1080
Profund Advisors
Maryland
$1.41M +$257K +1,482 +22%
THWM
1081
Taylor Hoffman Wealth Management
Virginia
$1.41M +$1.4M +8,108 New
RFMS
1082
RWQ Financial Management Services
Florida
$1.41M +$1.4M +8,105 New
SWM
1083
SeaCrest Wealth Management
New York
$1.4M +$192K +1,110 +16%
FMAEN1
1084
Fund Management at Engine No 1
California
$1.4M +$173K +998 +14%
FANJ
1085
Financial Architects (New Jersey)
New Jersey
$1.39M +$5.02K +29 +0.4%
DT
1086
Diversified Trust
Tennessee
$1.39M +$184K +1,064 +15%
SACTSONJ
1087
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.39M – – –
LWA
1088
Lineweaver Wealth Advisors
Ohio
$1.39M +$60.1K +347 +5%
MG
1089
Marex Group
$1.39M +$1.38M +7,981 New
AOWM
1090
Alpha Omega Wealth Management
Virginia
$1.38M -$23.7K -137 -2%
TFA
1091
Transamerica Financial Advisors
Florida
$1.38M +$220K +1,273 +19%
SCM
1092
Silvant Capital Management
Georgia
$1.38M -$4.67K -27 -0.3%
MWM
1093
Mission Wealth Management
California
$1.37M +$2.42K +14 +0.2%
AWA
1094
Amplius Wealth Advisors
Pennsylvania
$1.37M -$80.3K -464 -6%
SFCL
1095
Strengthening Families & Communities LLC
Massachusetts
$1.37M +$41.2K +238 +3%
TTWM
1096
TCV Trust & Wealth Management
Virginia
$1.37M +$31.3K +181 +2%
IGWM
1097
ICA Group Wealth Management
Colorado
$1.36M -$477K -2,758 -26%
DPIM
1098
Duff & Phelps Investment Management
Illinois
$1.36M – – –
KFGK
1099
Keystone Financial Group (Kentucky)
Kentucky
$1.36M -$147K -847 -10%
ABLA
1100
Alan B. Lancz & Associates
Ohio
$1.35M – – –
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