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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2951
Soltis Investment Advisors
Utah
$422K +$27.2K +113 +7%
CWC
2952
Carolinas Wealth Consulting
North Carolina
$421K -$37K -154 -8%
PAG
2953
Paladin Advisory Group
Iowa
$420K – – –
C
2954
CEDRUS
Colorado
$420K -$109K -455 -20%
CC
2955
Corton Capital
Ontario, Canada
$418K +$209K +871 +92%
IWS
2956
Insight Wealth Strategies
California
$418K -$3.37K -14 -0.8%
FFWM
2957
Future Financial Wealth Management
Ohio
$417K – – –
PP
2958
PDT Partners
New York
$416K +$26.2K +109 +6%
MA
2959
MKT Advisors
California
$416K +$2.16K +9 +0.5%
HP
2960
HT Partners
Connecticut
$414K -$44.2K -184 -9%
CCB
2961
Cutter & Co Brokerage
Missouri
$413K +$9.86K +41 +2%
SFG
2962
SNS Financial Group
Minnesota
$411K +$20.7K +86 +5%
TCWM
2963
Total Clarity Wealth Management
Illinois
$411K -$20.9K -87 -5%
AT
2964
Arvest Trust
Oklahoma
$410K -$12K -50 -3%
FA
2965
Financial Alternatives
California
$410K – – –
OPPS
2966
Obsidian Personal Planning Solutions
Maryland
$409K -$1.68K -7 -0.4%
CCG
2967
Coastwise Capital Group
California
$408K +$144K +601 +51%
LF
2968
Lee Financial
Texas
$407K -$33.4K -139 -7%
RFN
2969
Redwood Financial Network
Ohio
$407K -$15.9K -66 -4%
WAM
2970
Worth Asset Management
Texas
$407K -$17.3K -72 -4%
WF
2971
Wayfinding Financial
Washington
$406K +$38.7K +161 +10%
TA
2972
TrueWealth Advisors
Alabama
$403K +$421K +1,752 New
EWA
2973
Evolution Wealth Advisors
Florida
$403K +$36.1K +150 +9%
EA
2974
Emerald Advisors
Washington
$403K +$5.05K +21 +1%
MAM
2975
Marquette Asset Management
Minnesota
$402K -$6.01K -25 -1%
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