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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1701
Catalyst Capital Advisors
New York
$3.49M +$285K +1,155 +9%
SWM
1702
Sugarloaf Wealth Management
Georgia
$3.49M +$102K +415 +3%
EM
1703
Excalibur Management
Massachusetts
$3.47M -$215K -874 -6%
MF
1704
Manchester Financial
California
$3.47M +$13.6K +55 +0.4%
UIA
1705
Ulland Investment Advisors
Minnesota
$3.47M -$48.3K -196 -1%
PCS
1706
Personal CFO Solutions
New Jersey
$3.47M +$572K +2,319 +21%
AGA
1707
Accuvest Global Advisors
Utah
$3.46M -$62.9K -255 -2%
SIP
1708
Stoneridge Investment Partners
Pennsylvania
$3.46M -$7.64K -31 -0.2%
RWB
1709
RMR Wealth Builders
New Jersey
$3.46M +$140K +570 +4%
BCM
1710
Brasada Capital Management
Texas
$3.45M -$15.8K -64 -0.5%
JC
1711
JB Capital
Connecticut
$3.44M -$1.67M -6,777 -34%
PWPS
1712
Pinnacle Wealth Planning Services
Ohio
$3.44M -$29.8K -121 -0.9%
LAM
1713
Lynch Asset Management
Pennsylvania
$3.44M +$493K +2,000 +18%
CRA
1714
Clear Rock Advisors
Texas
$3.44M +$3.06M +12,432 New
CAC
1715
Certified Advisory Corp
Florida
$3.43M -$3.85M -15,608 -54%
SFP
1716
Sweet Financial Partners
Minnesota
$3.43M +$330K +1,339 +11%
AHIA
1717
Andrew Hill Investment Advisors
Florida
$3.43M +$3.24M +13,163 New
BJL
1718
Brighton Jones LLC
Washington
$3.42M +$232K +942 +8%
AWA
1719
Arkadios Wealth Advisors
Georgia
$3.42M +$198K +803 +7%
SW
1720
SteelPeak Wealth
California
$3.41M -$91.7K -372 -3%
CC
1721
Centiva Capital
New York
$3.4M -$5.63M -22,840 -64%
NF
1722
Nikulski Financial
Iowa
$3.4M +$29.6K +120 +0.9%
LFP
1723
Leeward Financial Partners
Washington
$3.4M +$42.6K +173 +1%
CAWM
1724
Capital Advisors Wealth Management
Washington
$3.39M +$41.7K +169 +1%
LC
1725
Lindbrook Capital
California
$3.39M +$378K +1,535 +13%
67 68
69
70 71