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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1801
Wealth Advisors
California
$607K -$24.6K -665 -4%
M
1802
Mirova
France
$607K -$1M -27,086 -62%
JAG
1803
Journey Advisory Group
Kentucky
$606K -$411K -11,107 -41%
NLP
1804
Next Level Private
New York
$604K +$53.9K +1,456 +9%
MA
1805
MBA Advisors
Pennsylvania
$604K +$7.59K +205 +1%
BWL
1806
Bogart Wealth LLC
Virginia
$603K +$15.3K +414 +3%
IAG
1807
Investment Advisory Group
Massachusetts
$601K +$68K +1,838 +13%
SAM
1808
Summit Asset Management
Tennessee
$601K -$28.5K -769 -5%
FW
1809
FirstPurpose Wealth
Utah
$600K +$38.5K +1,041 +7%
PFBT
1810
Parkside Financial Bank & Trust
Missouri
$598K +$108K +2,906 +22%
WCM
1811
Washington Capital Management
Washington
$598K -$48.9K -1,320 -8%
AAM
1812
Augustine Asset Management
Florida
$597K -$5.14K -139 -0.9%
CAM
1813
Covenant Asset Management
New Jersey
$596K -$35.5K -958 -6%
SWM
1814
Sugarloaf Wealth Management
Georgia
$596K -$1.78K -48 -0.3%
SAS
1815
Stelac Advisory Services
New York
$596K -$37.6K -1,017 -6%
WFC
1816
Western Financial Corp
California
$596K +$8.73K +236 +1%
SFG
1817
Sovereign Financial Group
Connecticut
$595K +$27.5K +744 +5%
MFG
1818
Mainsail Financial Group
Washington
$595K +$4.22K +114 +0.7%
SFB
1819
STAR Financial Bank
Indiana
$595K -$44.6K -1,205 -7%
P
1820
Pitcairn
Pennsylvania
$593K -$235K -6,349 -28%
BBI
1821
Baxter Bros Inc
Connecticut
$593K +$22.4K +604 +4%
PP
1822
PFS Partners
New Jersey
$592K +$8K +216 +1%
NRG
1823
Nemes Rush Group
Michigan
$589K +$586K +15,826 New
LA
1824
Latitude Advisors
Florida
$588K +$68.5K +1,852 +13%
APA
1825
Astoria Portfolio Advisors
New York
$588K -$86.1K -2,325 -12%
71 72
73
74 75