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Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1676
Focus Partners Advisor Solutions
Missouri
$829K -$309K -8,210 -28%
AC
1677
AXQ Capital
New Jersey
$829K +$792K +21,029 New
CWS
1678
Cypress Wealth Services
California
$827K +$13.7K +364 +2%
TCBWMS
1679
Texas Capital Bank Wealth Management Services
Texas
$826K +$754 +20 +0.1%
BMCM
1680
Burns Matteson Capital Management
New York
$825K +$324K +8,599 +70%
MAM
1681
Mastrapasqua Asset Management
Tennessee
$824K +$21K +557 +3%
CA
1682
Carson Advisory
Georgia
$821K +$53.9K +1,430 +7%
BIA
1683
Beacon Investment Advisors
Maryland
$821K +$785K +20,833 New
CCFM
1684
Clear Creek Financial Management
Washington
$819K +$82.7K +2,194 +12%
RW
1685
Rede Wealth
Virginia
$819K +$17.2K +457 +2%
CT
1686
Clearstead Trust
Maine
$817K -$1.74M -46,272 -69%
LJAC
1687
L.J. Altfest & Co
New York
$817K -$150K -3,993 -16%
WP
1688
Wedgewood Partners
Missouri
$817K -$94.2K -2,500 -11%
SWP
1689
Strategic Wealth Partners
Ohio
$816K -$1.42M -37,650 -65%
FA
1690
Fagan Associates
New York
$813K -$29.2K -775 -4%
LNB
1691
Ledyard National Bank
$811K -$4.57M -121,377 -85%
RWA
1692
Ropes Wealth Advisors
Massachusetts
$809K -$430K -11,419 -36%
PCMM
1693
Piedmont Capital Management (Montana)
Montana
$808K -$83K -2,202 -10%
CS
1694
Capital Square
Tennessee
$808K -$53.1K -1,409 -6%
DA
1695
Denali Advisors
California
$808K +$121K +3,200 +18%
CWP
1696
CFM Wealth Partners
Texas
$804K -$290K -7,687 -27%
WA
1697
Waverly Advisors
Alabama
$802K +$202K +5,358 +36%
SFS
1698
Solitude Financial Services
Virginia
$802K +$38.4K +1,020 +5%
WI
1699
Wedgewood Investors
Pennsylvania
$801K -$86.7K -2,300 -10%
MLA
1700
My Legacy Advisors
Oregon
$800K +$45.7K +1,212 +7%
66 67
68
69 70