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Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
2801
Park Edge Advisors
Ohio
$796K +$101K +367 +14%
NFA
2802
Northwest Financial Advisors
Virginia
$792K +$7.13K +26 +0.9%
MWA
2803
Monograph Wealth Advisors
California
$791K – – –
WPA
2804
West Paces Advisors
Georgia
$790K – – –
DA
2805
DCM Advisors
New York
$789K -$391K -1,425 -32%
MSCM
2806
McElhenny Sheffield Capital Management
Texas
$789K +$206K +750 +33%
CFSG
2807
Clark Financial Services Group
Missouri
$789K +$15.3K +56 +2%
SWM
2808
Stockman Wealth Management
Montana
$789K +$191K +698 +30%
PBCM
2809
Point Break Capital Management
Florida
$787K +$822K +3,000 New
ACM
2810
Absolute Capital Management
Pennsylvania
$783K +$421K +1,535 +106%
JFA
2811
JNBA Financial Advisors
Minnesota
$783K -$120K -437 -13%
CSPAM
2812
Cary Street Partners Asset Management
Virginia
$781K +$282K +1,028 +53%
VWM
2813
Vivid Wealth Management
Iowa
$779K -$3.22M -11,752 -80%
TPW
2814
Transatlantique Private Wealth
New York
$778K -$18.1K -66 -2%
RLIM
2815
Red Lighthouse Investment Management
New York
$778K +$274 +1 +0%
WA
2816
Waddell & Associates
Tennessee
$777K -$1.1K -4 -0.1%
PG
2817
Prostatis Group
Maryland
$776K -$93.5K -341 -10%
WA
2818
Wealth Architects
California
$775K -$65.8K -240 -8%
SC
2819
Saiph Capital
New Jersey
$775K +$23.8K +87 +3%
RFA
2820
Rollins Financial Advisors
New York
$771K – – –
WMA
2821
West Michigan Advisors
Michigan
$769K -$91.5K -334 -10%
LI
2822
LVZ Inc
Michigan
$768K +$1.1K +4 +0.1%
LIA
2823
LBMC Investment Advisors
Tennessee
$768K – – –
BBW
2824
Blue Barn Wealth
Utah
$767K +$40.6K +148 +5%
PCH
2825
PGIM Custom Harvest
New Jersey
$764K +$205K +747 +35%
111 112
113
114 115