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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3151
Affinity Wealth Management
Delaware
$3.08M +$184K +1,171 +6%
PWM
3152
Provident Wealth Management
Tennessee
$3.08M +$7.06K +45 +0.2%
MSCM
3153
McElhenny Sheffield Capital Management
Texas
$3.07M -$7.22K -46 -0.2%
WCM
3154
Washburn Capital Management
Florida
$3.07M -$92.4K -589 -3%
KIG
3155
Kessler Investment Group
Indiana
$3.06M +$3.38M +21,547 +3,470%
CSWG
3156
Cardinal Strategic Wealth Guidance
Kentucky
$3.06M -$53K -338 -2%
AWM
3157
Aspire Wealth Management
Massachusetts
$3.05M -$97.2K -619 -3%
TWM
3158
Triton Wealth Management
Arizona
$3.04M +$19.6K +125 +0.6%
UL
3159
Unionview LLC
Washington
$3.04M – – –
HI
3160
Human Investing
Oregon
$3.04M -$15.2K -97 -0.4%
FVWA
3161
Foster Victor Wealth Advisors
South Carolina
$3.04M -$56.8K -362 -2%
WH
3162
Willner & Heller
California
$3.04M -$25.3K -161 -0.7%
B
3163
Barings
North Carolina
$3.03M -$7.19M -45,808 -68%
WFA
3164
Wade Financial Advisory
California
$3.03M -$95.1K -606 -3%
HR
3165
Hardy Reed
Mississippi
$3.03M -$3.92K -25 -0.1%
PWM
3166
PRW Wealth Management
Massachusetts
$3.02M +$43.2K +275 +1%
TA
3167
Tectonic Advisors
Texas
$3.02M +$88K +561 +3%
DL
3168
DOHJ LLC
Washington
$3.01M +$156K +993 +5%
SSCA
3169
South Shore Capital Advisors
Massachusetts
$3M +$11.9K +76 +0.4%
CA
3170
Crumly & Associates
Illinois
$3M -$1.1K -7 -0%
CA
3171
Carson Advisory
Georgia
$3M -$129K -819 -4%
OAJ
3172
Ogorek Anthony Joseph
New York
$2.99M +$2.2K +14 +0.1%
PH
3173
Pinnacle Holdings
Oklahoma
$2.99M -$251K -1,600 -7%
LC
3174
Legacy CG
Texas
$2.99M +$36.9K +235 +1%
CFA
3175
Compass Financial Advisors
Indiana
$2.99M -$28.9K -184 -0.8%
125 126
127
128 129