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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2501
Prentice Wealth Management
New York
$700K +$20.8K +103 +3%
LI
2502
LVZ Inc
Michigan
$699K +$156K +776 +30%
IA
2503
IFG Advisory
Georgia
$699K -$7.66K -38 -1%
MCA
2504
Magnolia Capital Advisors
Mississippi
$697K -$403 -2 -0.1%
GF
2505
Gries Financial
Ohio
$694K -$31.1K -154 -4%
PWM
2506
Palumbo Wealth Management
New York
$694K +$75.2K +373 +13%
CIEP
2507
Constellation Investimentos e Participacoes
Brazil
$694K +$106K +526 +19%
TWM
2508
Tradition Wealth Management
Minnesota
$692K -$7.87K -39 -1%
PIA
2509
Perennial Investment Advisors
California
$691K +$17.9K +89 +3%
WA
2510
Waddell & Associates
Tennessee
$690K +$68.4K +339 +11%
ACA
2511
Ackerman Capital Advisors
Texas
$689K – – –
BIAS
2512
Beacon Investment Advisory Services
New Jersey
$687K -$40.3K -200 -6%
CWP
2513
Concord Wealth Partners
Virginia
$685K -$213K -1,058 -24%
WFAG
2514
Worth Financial Advisory Group
North Carolina
$685K +$665K +3,298 New
MIP
2515
Marietta Investment Partners
Wisconsin
$683K +$29.2K +145 +5%
DA
2516
Detalus Advisors
Missouri
$683K +$3.23K +16 +0.5%
PWM
2517
PBMares Wealth Management
Virginia
$682K -$98.8K -490 -13%
LC
2518
Lavaca Capital
Texas
$681K +$272K +1,348 +70%
IAP
2519
Indie Asset Partners
Indiana
$679K -$4.64K -23 -0.7%
KFS
2520
Kaizen Financial Strategies
California
$678K -$126K -627 -17%
GCM
2521
Gladius Capital Management
Illinois
$678K -$3.5M -17,357 -84%
BWA
2522
BDO Wealth Advisors
Florida
$678K -$10.9K -54 -2%
MCM
2523
Mendel Capital Management
Arkansas
$674K -$46.4K -230 -7%
KCM
2524
KRS Capital Management
Michigan
$674K +$202 +1 +0%
PCH
2525
PGIM Custom Harvest
New Jersey
$674K +$654K +3,242 New
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