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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
3226
Francis Financial
$6.78M +$492K +2,178 +12%
MWM
3227
MOKAN Wealth Management
Kansas
$6.77M -$363K -1,606 -6%
NA
3228
Nautilus Advisors
California
$6.77M -$118K -521 -2%
DFS
3229
Dixon Fnancial Services
California
$6.77M +$2.28M +10,075 +61%
FWM
3230
Forefront Wealth Management
Pennsylvania
$6.77M -$201K -891 -3%
WWMSC
3231
Wagner Wealth Management (South Carolina)
South Carolina
$6.76M -$86.3K -382 -1%
KAM
3232
Karani Asset Management
New York
$6.76M +$568K +2,516 +10%
VAM
3233
Virtue Asset Management
Illinois
$6.76M +$5.99M +26,536 New
CA
3234
Cortland Associates
Missouri
$6.75M -$712K -3,150 -11%
RCM
3235
Regency Capital Management
Hawaii
$6.74M +$221K +980 +4%
CIM
3236
Chapman Investment Management
California
$6.73M -$1.99M -8,823 -25%
BHWM
3237
Beaird Harris Wealth Management
Texas
$6.73M +$193K +855 +3%
WFAG
3238
Worth Financial Advisory Group
North Carolina
$6.72M -$65.3K -289 -1%
AMG
3239
APS Management Group
California
$6.72M +$5.96M +26,390 New
SWMG
3240
Stillwater Wealth Management Group
Florida
$6.71M +$5.96M +26,368 New
RF
3241
Rossby Financial
Florida
$6.71M +$298K +1,321 +5%
WIM
3242
Warwick Investment Management
Texas
$6.71M +$350K +1,551 +6%
DAM
3243
Deltec Asset Management
New York
$6.71M -$515K -2,280 -8%
DA
3244
Dash Acquisitions
California
$6.71M +$1.13M +4,983 +25%
SWM
3245
Selective Wealth Management
Virginia
$6.69M +$119K +527 +2%
AF
3246
Aldebaran Financial
$6.68M +$349K +1,543 +6%
PFA
3247
Pinnacle Family Advisors
Missouri
$6.67M +$245K +1,085 +4%
BCM
3248
Beck Capital Management
Texas
$6.67M +$827K +3,661 +16%
LWM
3249
Lakeridge Wealth Management
Ohio
$6.67M -$186K -824 -3%
TCWM
3250
Total Clarity Wealth Management
Illinois
$6.67M -$136K -601 -2%
128 129
130
131 132