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Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
3226
Wealth Analytics Partners
California
$7.21M -$1M -3,848 -12%
RFW
3227
Redwood Family Wealth
Texas
$7.21M +$20K +77 +0.3%
TWM
3228
Tortuga Wealth Management
California
$7.2M +$610K +2,343 +9%
IWP
3229
Integrity Wealth Partners
California
$7.2M +$7.38M +28,363 New
CFCI
3230
Comprehensive Financial Consultants Institutional
Indiana
$7.19M -$14.1K -54 -0.2%
FFG
3231
Forum Finance Group
$7.19M +$9.26M +35,565 New
TSMHT
3232
Thurston Springer Miller Herd & Titak
Indiana
$7.19M -$1.61M -6,196 -18%
CCM
3233
Crew Capital Management
Ohio
$7.19M -$253K -973 -3%
AWMG
3234
Alliance Wealth Management Group
New Jersey
$7.19M +$21.9K +84 +0.3%
EFMH
3235
E Fund Management (HK)
Hong Kong
$7.18M -$2.17M -8,349 -23%
GDP
3236
Great Diamond Partners
Maine
$7.16M -$5.21K -20 -0.1%
OPWM
3237
Oxinas Partners Wealth Management
Indiana
$7.16M -$61.7K -237 -0.8%
TAM
3238
Townsend Asset Management
North Carolina
$7.15M +$87.2K +335 +1%
MPPW
3239
Mitchell & Pahl Private Wealth
Oklahoma
$7.15M -$395K -1,516 -5%
DWA
3240
Delos Wealth Advisors
Texas
$7.14M +$484K +1,860 +7%
EWP
3241
Elevation Wealth Partners
California
$7.14M -$605K -2,326 -8%
IIA
3242
ICW Investment Advisors
Arizona
$7.13M +$112K +431 +2%
SFS
3243
Symphony Financial Services
Ohio
$7.13M -$239K -919 -3%
PVAMC
3244
PPS&V Asset Management Consultants
Michigan
$7.12M -$326K -1,253 -4%
CFP
3245
Curran Financial Partners
South Carolina
$7.11M +$180K +691 +3%
MUAMU
3246
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$7.11M -$260K -1,000 -3%
RI
3247
Ruggiero Investments
Florida
$7.1M -$521K -2,001 -7%
RIM
3248
Rockbridge Investment Management
New York
$7.1M -$562K -2,160 -7%
4WM
3249
49 Wealth Management
Texas
$7.09M +$52K +200 +0.7%
CV
3250
Counterweight Ventures
North Carolina
$7.09M -$821K -3,153 -10%
128 129
130
131 132