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Name Holding Trade Value Shares
Change 		Change in
Stake
GPWA
3351
Great Point Wealth Advisors
Massachusetts
$3.13M +$304K +1,810 +11%
ASBI
3352
American State Bank (Iowa)
Iowa
$3.13M +$4.88K +29 +0.2%
AWM
3353
Abound Wealth Management
Tennessee
$3.13M -$208K -1,236 -6%
FH
3354
FWG Holdings
Florida
$3.12M -$309K -1,839 -9%
SWRP
3355
Summit Wealth & Retirement Planning
California
$3.12M -$1.11M -6,592 -27%
EHAM
3356
Eagle Harbor Asset Management
Washington
$3.12M +$483K +2,872 +19%
MAM
3357
Marquette Asset Management
Minnesota
$3.12M +$9.42K +56 +0.3%
FCM
3358
Fourpath Capital Management
Oklahoma
$3.12M -$160K -949 -5%
ACM
3359
Alamar Capital Management
California
$3.12M -$101K -599 -3%
DU
3360
Delphia (USA)
Ontario, Canada
$3.11M +$134K +795 +5%
FNBSF
3361
First National Bank Sioux Falls
South Dakota
$3.1M – – –
ACWM
3362
Adams Chetwood Wealth Management
North Carolina
$3.1M +$504 +3 +0%
HCM
3363
HMS Capital Management
Tennessee
$3.09M +$126K +748 +4%
CWA
3364
Centennial Wealth Advisory
Michigan
$3.09M -$284K -1,687 -9%
AIM
3365
Athena Investment Management
California
$3.09M +$2.98M +17,703 New
NA
3366
Nottingham Advisors
New York
$3.09M +$42K +250 +1%
RA
3367
Riverstone Advisors
Texas
$3.09M +$56.3K +335 +2%
BAM
3368
Bruderman Asset Management
New York
$3.08M -$1.4M -8,313 -32%
CCM
3369
Corsair Capital Management
New York
$3.08M – – –
RWA
3370
RGT Wealth Advisors
Texas
$3.08M +$312K +1,855 +12%
FCM
3371
Firestone Capital Management
Florida
$3.07M -$95.5K -568 -3%
SAM
3372
Strategic Asset Management
Minnesota
$3.07M -$96.2K -572 -3%
MAP
3373
Milestone Advisory Partners
North Carolina
$3.07M +$916K +5,447 +45%
ADIM
3374
Alpha DNA Investment Management
Maryland
$3.07M +$1.43M +8,479 +93%
WAM
3375
Worth Asset Management
Texas
$3.07M +$3.62M +21,518 New
133 134
135
136 137