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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3201
Primoris Wealth Advisors
Florida
$5.01M +$145K +786 +3%
AWM
3202
Affinity Wealth Management
Delaware
$5.01M +$72.7K +394 +2%
CWA
3203
Centennial Wealth Advisory
Michigan
$5.01M +$2.4K +13 +0%
SA
3204
Skyline Advisors
Washington
$5.01M +$4.8M +26,020 New
PFA
3205
Pathway Financial Advisers
Indiana
$5.01M +$14.6K +79 +0.3%
MUAMU
3206
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.01M – – –
QWM
3207
Quaker Wealth Management
New Jersey
$5M -$153K -831 -3%
RFS
3208
Richardson Financial Services
Massachusetts
$4.99M +$4.79M +25,937 New
AGWCA
3209
Annis Gardner Whiting Capital Advisors
Florida
$4.99M -$42.1K -228 -0.9%
HWMC
3210
Heritage Wealth Management (California)
California
$4.98M +$4.78M +25,862 New
SWAG
3211
Spectrum Wealth Advisory Group
California
$4.98M -$28.4K -154 -0.6%
IIA
3212
ICW Investment Advisors
Arizona
$4.97M +$19K +103 +0.4%
CCMI
3213
Creative Capital Management Investments
California
$4.97M -$29.4K -159 -0.6%
LF
3214
Lantz Financial
Illinois
$4.96M +$95.5K +517 +2%
DPI
3215
Diversified Portfolios Inc
Michigan
$4.96M +$89.2K +483 +2%
CPA
3216
Court Place Advisors
Maryland
$4.94M -$37.5K -203 -0.8%
RWA
3217
Rainsberger Wealth Advisors
Colorado
$4.94M -$432K -2,339 -8%
FWS
3218
FinDec Wealth Services
California
$4.94M -$218K -1,181 -4%
SFFS
3219
Stonehage Fleming Financial Services
Jersey
$4.93M -$14.7M -79,883 -76%
KIA
3220
Kraematon Investment Advisors
Massachusetts
$4.93M +$218K +1,180 +5%
KWM
3221
Kolinsky Wealth Management
New Jersey
$4.93M -$739K -4,004 -14%
CCG
3222
Coastwise Capital Group
California
$4.93M -$54.1K -293 -1%
AWM
3223
Accel Wealth Management
Iowa
$4.92M -$540K -2,922 -10%
WA
3224
WESPAC Advisors
California
$4.91M -$234K -1,270 -5%
TA
3225
Tectonic Advisors
Texas
$4.91M +$75.5K +409 +2%
127 128
129
130 131