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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1401
SFMG Wealth Advisors
Texas
$7.77M +$143K +421 +2%
CI
1402
Conning Inc
Connecticut
$7.76M -$247K -725 -3%
PIA
1403
Petredis Investment Advisors
Pennsylvania
$7.76M -$84.8K -249 -1%
AFG
1404
Atomi Financial Group
New York
$7.76M +$655K +1,922 +10%
KCPG
1405
Kavar Capital Partners Group
Kansas
$7.75M +$30K +88 +0.4%
AWA
1406
Arete Wealth Advisors
Illinois
$7.73M -$93.7K -275 -1%
BDA
1407
Borer Denton & Associates
Pennsylvania
$7.73M +$17K +50 +0.2%
OCAM
1408
Onex Canada Asset Management
Ontario, Canada
$7.72M -$296K -870 -4%
OWP
1409
Obermeyer Wealth Partners
Colorado
$7.71M -$848K -2,490 -10%
NG
1410
NWK Group
California
$7.71M -$20.4K -60 -0.3%
WBC
1411
West Branch Capital
Massachusetts
$7.67M +$112K +328 +2%
PP
1412
Pacifica Partners
Canada
$7.67M +$557K +1,635 +8%
CCM
1413
Canal Capital Management
Virginia
$7.66M +$278K +817 +4%
PWS
1414
Peterson Wealth Services
Utah
$7.63M -$5.19M -15,232 -41%
FMTC
1415
Farmers & Merchants Trust Company
California
$7.63M -$293K -861 -4%
CAM
1416
Carret Asset Management
New York
$7.63M +$477K +1,400 +7%
PDL
1417
Portfolio Design Labs
California
$7.62M -$61.7K -181 -0.8%
BAM
1418
Belpointe Asset Management
Nevada
$7.61M -$54.9K -161 -0.7%
GWANC
1419
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.61M +$155K +456 +2%
SB
1420
Strategic Blueprint
Georgia
$7.59M -$612K -1,797 -8%
FCM
1421
Flagship Capital Management
Pennsylvania
$7.59M +$7.37M +21,632 New
BFA
1422
Benedict Financial Advisors
Georgia
$7.58M +$9.88K +29 +0.1%
SVWAG
1423
Sound View Wealth Advisors Group
Georgia
$7.58M +$64.4K +189 +0.9%
GWM
1424
Geneos Wealth Management
Colorado
$7.57M +$35.8K +105 +0.5%
ACP
1425
Aviance Capital Partners
Florida
$7.54M -$39.9K -117 -0.5%
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