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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3401
Riverbend Wealth Management
South Carolina
$7.18M +$233K +814 +3%
BW
3402
BXM Wealth
Colorado
$7.18M +$361K +1,261 +5%
ARG
3403
Advisory Resource Group
Oklahoma
$7.17M +$272K +950 +4%
DA
3404
Dash Acquisitions
California
$7.15M -$34K -119 -0.5%
SRA
3405
Secured Retirement Advisors
Minnesota
$7.14M -$11.2K -39 -0.2%
RCA
3406
Runnymede Capital Advisors
Ohio
$7.14M – – –
PFA
3407
Pathway Financial Advisers
Indiana
$7.14M +$172K +601 +2%
PRS
3408
Pinkerton Retirement Specialists
Idaho
$7.12M +$427K +1,494 +6%
PWM
3409
Partners Wealth Management
California
$7.11M -$580K -2,028 -8%
AF
3410
Aldebaran Financial
$7.11M +$19.4K +68 +0.3%
DFG
3411
Demars Financial Group
Washington
$7.11M +$187K +655 +3%
MM
3412
Morangie Management
Florida
$7.1M +$286 +1 +0%
MA
3413
Mosaic Advisors
Texas
$7.1M – – –
BAG
3414
Bridgewealth Advisory Group
California
$7.1M +$49.2K +172 +0.7%
TFA
3415
Tobias Financial Advisors
Florida
$7.09M -$16.9K -59 -0.2%
TCWM
3416
Total Clarity Wealth Management
Illinois
$7.08M -$516K -1,804 -7%
MIA
3417
MeadowBrook Investment Advisors
Michigan
$7.08M -$85.8K -300 -1%
HIM
3418
Herald Investment Management
United Kingdom
$7.08M +$629K +2,200 +10%
WI
3419
Westbourne Investments
Virginia
$7.08M +$262K +917 +4%
KCP
3420
Kera Capital Partners
California
$7.08M +$751K +2,624 +12%
CG
3421
Corundum Group
Colorado
$7.08M +$269K +941 +4%
SR
3422
Swiss Re
Switzerland
$7.07M +$6.2M +21,664 +780%
EPW
3423
Evergreen Private Wealth
Colorado
$7.07M +$78.7K +275 +1%
TI
3424
Truepoint Inc
Ohio
$7.06M +$688K +2,407 +11%
APW
3425
Aurora Private Wealth
New Jersey
$7.05M +$195K +683 +3%
135 136
137
138 139