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Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
1901
Kelman-Lazarov Inc
Tennessee
$566K -$376K -2,296 -41%
AWE
1902
Avidian Wealth Enterprises
Texas
$566K +$111K +678 +26%
DIM
1903
DC Investments Management
Virginia
$565K +$229K +1,400 +75%
GC
1904
Grimes & Company
Massachusetts
$564K -$53.1K -324 -9%
FAM
1905
Formidable Asset Management
Ohio
$563K +$519K +3,171 New
VAG
1906
VisionPoint Advisory Group
Texas
$563K +$531K +3,242 New
TL
1907
TrueWealth LLC
Georgia
$561K -$164 -1 -0%
CMI
1908
Clare Market Investments
Texas
$559K -$7.04K -43 -1%
PA
1909
Probity Advisors
Texas
$558K +$655 +4 +0.1%
BP
1910
BBR Partners
New York
$555K -$6.06M -37,029 -92%
GSIS
1911
Global Strategic Investment Solutions
Arizona
$554K – – –
F
1912
F3Logic
Minnesota
$553K +$37.5K +229 +8%
CWM
1913
Connecticut Wealth Management
Connecticut
$552K +$39.5K +241 +8%
IFAM
1914
Institutional & Family Asset Management
Colorado
$550K +$18.5K +113 +4%
CRCM
1915
Crystal Rock Capital Management
Illinois
$546K – – –
RT
1916
Rockland Trust
Massachusetts
$545K +$129K +789 +34%
PFO
1917
Pathstone Family Office
New Jersey
$540K +$344K +2,103 +209%
SP
1918
SWS Partners
Ohio
$539K +$489K +2,988 New
LWS
1919
Lucia Wealth Services
California
$538K -$7.37K -45 -1%
TWA
1920
TCI Wealth Advisors
Arizona
$535K -$5.57K -34 -1%
MC
1921
Miles Capital
Iowa
$535K +$161K +984 +47%
IC
1922
Intersect Capital
California
$527K +$36.8K +225 +8%
RBFC
1923
Roman Butler Fullerton & Co
Missouri
$527K +$4.95M +30,201 +1,066%
WAAG
1924
Wealth Alliance Advisory Group
Kansas
$525K +$1.15K +7 +0.2%
GWS
1925
Glassman Wealth Services
Virginia
$525K +$10.5K +64 +2%
75 76
77
78 79