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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3401
Castle Wealth Management
Florida
$4.84M -$302K -1,496 -6%
CIA
3402
Compass Ion Advisors
Pennsylvania
$4.83M -$635K -3,145 -12%
BWM
3403
BankPlus Wealth Management
Mississippi
$4.83M -$60.6K -300 -1%
BIA
3404
BHK Investment Advisors
Alabama
$4.83M +$14.3K +71 +0.3%
RWI
3405
Red Wave Investments
Pennsylvania
$4.82M -$7.07K -35 -0.1%
AWA
3406
AGH Wealth Advisors
Kansas
$4.81M -$188K -932 -4%
WAG
3407
Wiser Advisor Group
Arizona
$4.81M -$394K -1,953 -8%
TIM
3408
Tevis Investment Management
Texas
$4.81M -$387K -1,916 -8%
CWM
3409
Challenger Wealth Management
California
$4.8M +$209K +1,034 +5%
BMM
3410
Berkshire Money Management
Massachusetts
$4.8M +$21.4K +106 +0.5%
OAJ
3411
Ogorek Anthony Joseph
New York
$4.79M -$189K -937 -4%
RF
3412
Robbins Farley
New Hampshire
$4.79M +$102K +507 +2%
MSWM
3413
McGlone Suttner Wealth Management
Wisconsin
$4.79M +$29.5K +146 +0.6%
TW
3414
Traveka Wealth
California
$4.79M -$212K -1,051 -4%
SC
3415
Seldon Capital
California
$4.77M – – –
KHLMVGHM
3416
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.77M -$6.77M -33,535 -59%
OWA
3417
Outlook Wealth Advisors
Texas
$4.76M +$11.5K +57 +0.2%
MMHP
3418
Murphy Middleton Hinkle & Parker
Georgia
$4.76M – – –
SWM
3419
Salvus Wealth Management
New Jersey
$4.75M -$292K -1,446 -6%
USWIA
3420
UP Strategic Wealth Investment Advisors
Pennsylvania
$4.75M -$214K -1,058 -4%
MC
3421
Marest Capital
California
$4.74M +$28.9K +143 +0.6%
MHC
3422
May Hill Capital
Massachusetts
$4.73M +$556K +2,751 +14%
MWM
3423
Mascoma Wealth Management
New Hampshire
$4.73M +$405K +2,005 +10%
CF
3424
Claris Financial
Virginia
$4.72M -$2.67M -13,218 -37%
ACA
3425
American Capital Advisory
Idaho
$4.71M -$149K -738 -3%
135 136
137
138 139