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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
3101
ICW Investment Advisors
Arizona
$4.4M +$399K +2,178 +9%
GHA
3102
Granite Harbor Advisors
Texas
$4.39M +$48.2K +263 +1%
AWM
3103
Affinity Wealth Management
Delaware
$4.39M +$21.1K +115 +0.5%
RCWM
3104
Royal Capital Wealth Management
Indiana
$4.39M +$28.4K +155 +0.6%
W
3105
WPWealth
Texas
$4.39M +$14.1K +77 +0.3%
GFWA
3106
Grey Fox Wealth Advisors
Delaware
$4.39M +$1.65K +9 +0%
FBC
3107
Fairfield, Bush & Co
Connecticut
$4.39M -$27.1M -147,950 -85%
RHP
3108
Royal Harbor Partners
Texas
$4.38M -$688K -3,749 -13%
KIA
3109
Knollwood Investment Advisory
Maryland
$4.38M -$84.9K -463 -2%
SWP
3110
ShoreHaven Wealth Partners
New Jersey
$4.38M -$14.5K -79 -0.3%
DFG
3111
Demars Financial Group
Washington
$4.37M -$232K -1,266 -5%
APA
3112
Astoria Portfolio Advisors
New York
$4.36M -$54.1K -295 -1%
LWM
3113
Ledge Wealth Management
Minnesota
$4.35M +$21.3K +116 +0.5%
CIC
3114
Cutler Investment Counsel
Oregon
$4.35M +$57.6K +314 +1%
DAM
3115
Deltec Asset Management
New York
$4.35M +$334K +1,820 +8%
BCM
3116
Barrier Capital Management
California
$4.34M -$2.15M -11,726 -32%
PHAM
3117
Palisades Hudson Asset Management
Florida
$4.34M – – –
OWA
3118
Outlook Wealth Advisors
Texas
$4.34M +$228K +1,243 +5%
PWM
3119
PRW Wealth Management
Massachusetts
$4.33M -$74.8K -408 -2%
NWA
3120
New World Advisors
Massachusetts
$4.33M -$74.5K -406 -2%
PWM
3121
Prosperity Wealth Management
California
$4.33M -$152K -829 -3%
DPI
3122
Diversified Portfolios Inc
Michigan
$4.33M -$376K -2,052 -8%
CIA
3123
Cascade Investment Advisors
Oregon
$4.33M -$400K -2,183 -8%
PWA
3124
Primoris Wealth Advisors
Florida
$4.32M -$37.8K -206 -0.8%
LF
3125
Lantz Financial
Illinois
$4.32M -$6.79K -37 -0.1%
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