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Name Holding Trade Value Shares
Change 		Change in
Stake
CWD
3601
Clarity Wealth Development
Oregon
$507K -$3.41K -10 -0.7%
CIA
3602
Caerus Investment Advisors
Texas
$505K +$11.9K +35 +2%
MAM
3603
Marquette Asset Management
Minnesota
$505K – – –
AWM
3604
Accel Wealth Management
Iowa
$505K +$16.7K +49 +4%
CL
3605
CIM LLC
New York
$504K -$58.3K -171 -11%
PA
3606
Probity Advisors
Texas
$503K -$59.3K -174 -11%
NP
3607
Ninepoint Partners
Ontario, Canada
$500K +$486K +1,426 New
PCM
3608
Park Capital Management
Wisconsin
$499K -$16.4K -48 -3%
PCA
3609
Peddock Capital Advisors
Massachusetts
$498K – – –
CWM
3610
Chesapeake Wealth Management
Virginia
$498K +$8.86K +26 +2%
WIM
3611
Westside Investment Management
California
$497K +$341 +1 +0.1%
WP
3612
WealthSpring Partners
California
$496K +$482K +1,414 New
C
3613
Covestor
United Kingdom
$496K -$15K -44 -3%
QP
3614
Quartz Partners
New York
$494K -$437K -1,282 -48%
CWM
3615
C2C Wealth Management
Arizona
$492K +$40.9K +120 +9%
HIW
3616
Holos Integrated Wealth
Pennsylvania
$491K -$149K -436 -24%
JCFM
3617
JBR Co Financial Management
Oklahoma
$491K – – –
DAS
3618
Daybright Advisory Services
Florida
$491K +$477K +1,400 New
BG
3619
Bellevue Group
Switzerland
$491K +$477K +1,400 New
WA
3620
WESPAC Advisors
California
$491K +$10.2K +30 +2%
IAP
3621
Indie Asset Partners
Indiana
$487K +$87.6K +257 +23%
PWP
3622
Parkwoods Wealth Partners
New York
$485K -$1.36K -4 -0.3%
AMG
3623
Advisors Management Group
Wisconsin
$485K -$9.54K -28 -2%
AAM
3624
Austin Asset Management
Texas
$485K +$70.2K +206 +18%
PIN
3625
Prudent Investors Network
California
$484K – – –
143 144
145
146 147