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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
3201
Westshore Wealth
California
$5.7M +$6.46K +32 +0.1%
BWA
3202
Burt Wealth Advisors
Maryland
$5.68M -$38.2K -189 -0.7%
CA
3203
Clune & Associates
Illinois
$5.67M -$57.2K -283 -1%
SA
3204
SFI Advisors
New Jersey
$5.67M -$20.2K -100 -0.4%
BOM
3205
Bank of Marin
California
$5.65M -$59.4K -294 -1%
FFG
3206
Fortem Financial Group
California
$5.65M +$47.9K +237 +0.9%
RIM
3207
Rockbridge Investment Management
New York
$5.64M +$100K +496 +2%
RAM
3208
Ramirez Asset Management
New York
$5.64M -$63.6K -315 -1%
RCS
3209
Retirement Capital Strategies
California
$5.64M -$101K -502 -2%
FWM
3210
Forefront Wealth Management
Pennsylvania
$5.63M -$762K -3,772 -12%
TMWM
3211
Taylor & Morgan Wealth Management
Michigan
$5.62M -$69.5K -344 -1%
GPWM
3212
Grant Private Wealth Management
California
$5.59M +$1.91M +9,470 +53%
QWM
3213
Quaker Wealth Management
New Jersey
$5.59M +$5.51M +27,264 New
TA
3214
Tactive Advisors
Florida
$5.59M +$5.53M +27,362 New
RFG
3215
REAP Financial Group
Texas
$5.59M -$3.39M -16,770 -38%
SDWMA
3216
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.59M -$349K -1,726 -6%
HL
3217
HeadInvest LLC
Maine
$5.58M -$1.72M -8,515 -24%
NRC
3218
New Republic Capital
North Carolina
$5.58M -$443K -2,193 -7%
SP
3219
Saranac Partners
$5.58M +$89.7K +444 +2%
AWM
3220
Ameliora Wealth Management
Switzerland
$5.57M -$749K -3,708 -12%
NA
3221
Nautilus Advisors
California
$5.56M +$48.5K +240 +0.9%
SLC
3222
Second Line Capital
Louisiana
$5.56M +$380K +1,884 +7%
KIG
3223
Kessler Investment Group
Indiana
$5.56M -$5.47M -27,069 -50%
RBWA
3224
RFG - Bristol Wealth Advisors
Massachusetts
$5.56M -$326K -1,616 -6%
CA
3225
CWC Advisors
Oregon
$5.55M -$195K -968 -3%
127 128
129
130 131