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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3201
Salvus Wealth Management
New Jersey
$2.9M -$11.2K -74 -0.3%
DU
3202
Delphia (USA)
Ontario, Canada
$2.88M +$488K +3,225 +18%
AWM
3203
Activest Wealth Management
Florida
$2.87M +$83.3K +550 +3%
VAFP
3204
Vahanian & Associates Financial Planning
New York
$2.87M -$446K -2,945 -12%
HCM
3205
HM Capital Management
Missouri
$2.86M -$11.7K -77 -0.4%
SAMC
3206
Spectrum Asset Management (California)
California
$2.86M -$310K -2,044 -9%
WJA
3207
Willis Johnson & Associates
Texas
$2.86M +$259K +1,711 +9%
TFA
3208
Tobias Financial Advisors
Florida
$2.86M +$304K +2,005 +11%
CWMGP
3209
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.86M -$353K -2,332 -10%
BWCS
3210
Beirne Wealth Consulting Services
Connecticut
$2.86M -$118K -778 -4%
RMC
3211
Regis Management Company
California
$2.85M – – –
OWM
3212
OneAscent Wealth Management
Alabama
$2.84M -$139K -918 -4%
LWAM
3213
Legacy Wealth Asset Management
Minnesota
$2.84M -$50.7K -335 -2%
DL
3214
DOHJ LLC
Washington
$2.84M -$41.9K -277 -1%
DPI
3215
Diversified Portfolios Inc
Michigan
$2.84M -$3.97M -26,222 -56%
MCWA
3216
Meadow Creek Wealth Advisors
Georgia
$2.83M +$135K +894 +5%
AWM
3217
AAF Wealth Management
Massachusetts
$2.83M -$82.4K -544 -3%
KWA
3218
Kellett Wealth Advisors
Ohio
$2.83M -$67.2K -444 -2%
PWM
3219
Penobscot Wealth Management
Maine
$2.83M +$65.6K +433 +2%
PMA
3220
Prudent Man Advisors
Illinois
$2.82M -$307K -2,026 -9%
VBWMG
3221
Von Berge Wealth Management Group
California
$2.82M +$6.21K +41 +0.2%
OFS
3222
Oldfather Financial Services
Nebraska
$2.81M +$6.06K +40 +0.2%
CWMU
3223
Caliber Wealth Management (Utah)
Utah
$2.81M -$279K -1,841 -8%
BC
3224
Bowman & Company
Wisconsin
$2.8M +$327K +2,162 +12%
EMG
3225
ETF Managers Group
New Jersey
$2.79M +$996K +6,577 +49%
127 128
129
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