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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
3401
Summit Wealth Partners
Florida
$2.41M -$16K -112 -0.6%
TW
3402
Towerpoint Wealth
California
$2.41M +$31.2K +218 +1%
WF
3403
Whelan Financial
California
$2.4M +$1.4M +9,827 +113%
KWA
3404
Kellett Wealth Advisors
Ohio
$2.4M +$107K +752 +4%
LA
3405
Latitude Advisors
Florida
$2.4M -$178K -1,248 -6%
VBWMG
3406
Von Berge Wealth Management Group
California
$2.4M -$413K -2,890 -15%
FCG
3407
Financial Connections Group
California
$2.4M +$221K +1,546 +9%
ML
3408
Mayport LLC
Massachusetts
$2.4M +$117K +818 +5%
HI
3409
Harper Investing
California
$2.4M -$2.17M -15,155 -45%
JGUA
3410
John G. Ullman & Associates
New York
$2.39M -$48.9K -342 -2%
GPWA
3411
Great Point Wealth Advisors
Massachusetts
$2.39M +$1.57K +11 +0.1%
NCM
3412
NCM Capital Management
New Jersey
$2.39M +$1.22M +8,512 +86%
AWM
3413
AllSquare Wealth Management
New York
$2.38M -$14.3K -100 -0.5%
EP
3414
EPIQ Partners
Minnesota
$2.38M -$9.29K -65 -0.4%
FBT
3415
First Bank & Trust
South Dakota
$2.37M -$19K -133 -0.7%
KIA
3416
KLR Investment Advisors
Rhode Island
$2.37M +$2.6M +18,208 New
VWMG
3417
Virginia Wealth Management Group
Virginia
$2.37M +$10.1K +71 +0.4%
SICM
3418
Sustainable Insight Capital Management
New York
$2.36M +$41.3K +289 +2%
CA
3419
Crumly & Associates
Illinois
$2.36M -$501K -3,507 -16%
GSWM
3420
Greenup Street Wealth Management
Michigan
$2.36M +$39K +273 +2%
OFS
3421
Oldfather Financial Services
Nebraska
$2.36M -$51.3K -359 -2%
RCM
3422
Rain Capital Management
Oregon
$2.36M +$2.6M +18,182 New
RCC
3423
Red Cedar Capital
Nebraska
$2.36M – – –
PFA
3424
Pathway Financial Advisors
Vermont
$2.35M +$7.57K +53 +0.3%
GAM
3425
GEM Asset Management
Michigan
$2.35M +$2.59M +18,113 New
135 136
137
138 139