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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1551
Cornerstone Wealth Management
Missouri
$994K +$1.01M +25,558 New
IRC
1552
Investors Research Corp
Georgia
$994K +$139K +3,516 +16%
LCWP
1553
Legacy Capital Wealth Partners
Arkansas
$990K +$1M +25,452 New
V
1554
VeraBank
Texas
$989K – – –
MYIA
1555
Mount Yale Investment Advisors
Colorado
$987K +$55.2K +1,399 +6%
TWM
1556
Thrive Wealth Management
Pennsylvania
$986K +$448K +11,362 +81%
TWM
1557
Tradition Wealth Management
Minnesota
$984K +$509K +12,907 +104%
MCM
1558
Mendel Capital Management
Arkansas
$983K +$49.8K +1,264 +5%
CD
1559
Chapin Davis
Maryland
$980K +$92.2K +2,338 +10%
SFP
1560
Sandbox Financial Partners
Maryland
$979K +$72.8K +1,847 +8%
FPF
1561
First Pacific Financial
Washington
$977K -$33.4K -847 -3%
HBT
1562
Hills Bank & Trust
Iowa
$973K -$47.3K -1,199 -5%
FPAS
1563
Focus Partners Advisor Solutions
Missouri
$969K +$153K +3,869 +18%
SWM
1564
Salvus Wealth Management
New Jersey
$969K +$35K +888 +4%
SFG
1565
SNS Financial Group
Minnesota
$963K +$977K +24,764 New
IFAM
1566
Institutional & Family Asset Management
Colorado
$963K +$860K +21,795 +736%
ICA
1567
Infrastructure Capital Advisors
New York
$961K +$418K +10,593 +75%
TA
1568
TrueWealth Advisors
Alabama
$957K +$260K +6,590 +37%
TFA
1569
Teamwork Financial Advisors
Texas
$957K +$9.11K +231 +0.9%
WPW
1570
Waldron Private Wealth
Pennsylvania
$956K -$98.2K -2,489 -9%
LIG
1571
Lokken Investment Group
Delaware
$952K +$539K +13,660 +126%
LI
1572
Lafayette Investments
Maryland
$952K +$315 +8 +0%
AF
1573
Aldebaran Financial
$950K -$664K -16,847 -41%
QCG
1574
Quadrant Capital Group
Ohio
$949K -$136K -3,443 -12%
WFM
1575
Wolff Financial Management
Michigan
$949K +$237 +6 +0%
61 62
63
64 65