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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1676
BSW Wealth Partners
Colorado
$848K +$27.6K +637 +3%
WJWM
1677
Williams Jones Wealth Management
New York
$848K +$40.6K +938 +5%
CAMG
1678
CWA Asset Management Group
Florida
$847K +$41.6K +961 +5%
MDA
1679
Minot DeBlois Advisors
Massachusetts
$846K -$15.3K -353 -2%
OA
1680
Operose Advisors
Wisconsin
$846K +$13K +300 +2%
RIP
1681
Reliant Investment Partners
North Carolina
$845K +$43 +1 +0%
TAM
1682
Trillium Asset Management
Massachusetts
$845K -$57.1K -1,318 -6%
PWM
1683
Proathlete Wealth Management
Florida
$843K +$8.23K +190 +1%
CPWA
1684
Cerro Pacific Wealth Advisors
California
$843K +$5.85K +135 +0.7%
NFSG
1685
Newbridge Financial Services Group
Florida
$842K +$49K +1,132 +6%
EA
1686
Everpar Advisors
Oklahoma
$842K -$25.9K -597 -3%
LI
1687
LRI Investments
Florida
$839K -$4.29K -99 -0.5%
SFS
1688
Solitude Financial Services
Virginia
$837K -$95.3K -2,200 -10%
CWS
1689
Cypress Wealth Services
California
$837K -$15.3K -353 -2%
FWP
1690
FAS Wealth Partners
Kansas
$837K -$46.6K -1,077 -5%
OFS
1691
OneAscent Financial Services
Alabama
$836K +$170K +3,924 +26%
EI
1692
Ellevest Inc
New York
$836K -$31.5K -727 -4%
CAM
1693
Councilmark Asset Management
Tennessee
$835K +$5.98K +138 +0.7%
SDH
1694
Sloy Dahl & Holst
Washington
$832K +$1.69K +39 +0.2%
SC
1695
Syon Capital
California
$832K +$17.2K +398 +2%
MFS
1696
Miller Financial Services
Michigan
$832K -$34.4K -795 -4%
RPCONE
1697
Retirement Planning Company of New England
Rhode Island
$831K +$2.34K +54 +0.3%
VCS
1698
Vaughan & Co Securities
New Jersey
$830K -$11.6K -268 -1%
FA
1699
Financial Advisors
Massachusetts
$829K +$736 +17 +0.1%
AW
1700
Alteri Wealth
California
$827K +$496K +11,452 +150%
66 67
68
69 70