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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1701
Sandbox Financial Partners
Maryland
$569K -$121K -3,594 -17%
BIG
1702
Boothe Investment Group
Delaware
$569K +$169K +5,003 +40%
SN
1703
Sittner & Nelson
Oregon
$569K +$5.17K +153 +0.9%
LFG
1704
Larson Financial Group
Missouri
$568K +$403K +11,932 +213%
RW
1705
Rede Wealth
Virginia
$568K -$107K -3,165 -15%
ACM
1706
Ategra Capital Management
Virginia
$567K -$27.8K -824 -4%
ACM
1707
AlphaStar Capital Management
North Carolina
$567K -$1.1M -32,562 -65%
PIA
1708
Perennial Investment Advisors
California
$566K +$25.7K +761 +5%
CFA
1709
CWS Financial Advisors
Michigan
$564K -$8.24K -244 -1%
LD
1710
Lipe & Dalton
New York
$560K – – –
NL
1711
Navalign LLC
California
$557K +$383K +11,342 +194%
CCA
1712
Checchi Capital Advisers
California
$555K -$304K -8,986 -34%
BOPW
1713
Brandywine Oak Private Wealth
Pennsylvania
$554K -$144K -4,257 -20%
VF
1714
Vest Financial
Virginia
$553K +$308K +9,128 +115%
WP
1715
Waycross Partners
Kentucky
$553K +$576K +17,050 New
BWL
1716
Bogart Wealth LLC
Virginia
$552K +$27.7K +821 +5%
FI
1717
Financial Insights
Washington
$551K +$16.3K +483 +3%
SQA
1718
Simon Quick Advisors
New Jersey
$551K +$76.6K +2,266 +15%
BC
1719
Bridgefront Capital
Texas
$551K +$574K +16,994 New
NERM
1720
New England Research & Management
Illinois
$549K -$12.2K -360 -2%
EFH
1721
Eaton Financial Holdings
Florida
$547K -$206K -6,088 -27%
CWA
1722
Centennial Wealth Advisory
Michigan
$545K -$21.2K -628 -4%
ST
1723
Somerset Trust
Pennsylvania
$545K -$77.5K -2,294 -12%
IAG
1724
Investment Advisory Group
Massachusetts
$544K +$21.4K +634 +4%
GWM
1725
Gray Wealth Management
Maine
$544K -$247K -7,299 -30%
67 68
69
70 71