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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
3326
Spartan Planning & Wealth Management
North Carolina
$3.24M +$3.12M +18,531 New
WAM
3327
Werlinich Asset Management
Connecticut
$3.23M -$76.5K -455 -2%
EWM
3328
Echo Wealth Management
Minnesota
$3.23M -$383K -2,279 -10%
BBHBI
3329
B, B, H, & B Inc
Alabama
$3.22M -$450K -2,678 -13%
DA
3330
Detalus Advisors
Missouri
$3.22M -$113K -673 -4%
RF
3331
Resolute Financial
Massachusetts
$3.22M -$32K -190 -1%
CP
3332
Covenant Partners
Tennessee
$3.22M – – –
GWA
3333
Geometric Wealth Advisors
District of Columbia
$3.22M +$723K +4,298 +30%
OWA
3334
Opal Wealth Advisors
New York
$3.21M -$38.5K -229 -1%
EP
3335
EPIQ Partners
Minnesota
$3.21M – – –
VAM
3336
Verity Asset Management
North Carolina
$3.2M -$5.04K -30 -0.2%
BC
3337
Bowman & Company
Wisconsin
$3.2M -$234K -1,391 -7%
FAM
3338
Flaharty Asset Management
Florida
$3.19M +$178K +1,056 +6%
VBWMG
3339
Von Berge Wealth Management Group
California
$3.19M +$336 +2 +0%
PMG
3340
Private Management Group
California
$3.19M -$121K -719 -4%
DA
3341
Doliver Advisors
Texas
$3.18M +$119K +709 +4%
DLHL
3342
Donald L. Hagan LLC
Florida
$3.18M +$10.3K +61 +0.3%
RCC
3343
Red Cedar Capital
Nebraska
$3.17M +$239K +1,423 +9%
AWM
3344
Avaii Wealth Management
Wisconsin
$3.17M +$564K +3,352 +23%
VCM
3345
Versant Capital Management
Arizona
$3.16M +$360K +2,143 +13%
AWC
3346
Adamsbrown Wealth Consultants
Kansas
$3.16M +$385K +2,290 +14%
GA
3347
GoalVest Advisory
New York
$3.15M +$3.03M +18,031 New
S
3348
Schroders
United Kingdom
$3.15M +$3.03M +18,011 New
VCS
3349
Vaughan & Co Securities
New Jersey
$3.14M +$646K +3,841 +27%
GCM
3350
Goldstream Capital Management
Hong Kong
$3.14M -$7.9M -47,000 -72%
132 133
134
135 136