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Name Holding Trade Value Shares
Change 		Change in
Stake
RAG
3401
RIA Advisory Group
Iowa
$5.92M +$443K +1,963 +9%
CWMK
3402
Caliber Wealth Management (Kansas)
Kansas
$5.92M -$9.05M -40,052 -63%
BAG
3403
Bridgewealth Advisory Group
California
$5.92M -$286K -1,265 -5%
RWM
3404
Riverbend Wealth Management
South Carolina
$5.91M +$71.8K +318 +1%
GHAM
3405
Gilman Hill Asset Management
Connecticut
$5.89M +$590K +2,613 +13%
TFA
3406
Tobias Financial Advisors
Florida
$5.89M +$255K +1,130 +5%
QC
3407
Quantessence Capital
New York
$5.89M +$5.22M +23,121 New
AC
3408
Annandale Capital
Texas
$5.88M -$112K -496 -2%
DA
3409
Detalus Advisors
Missouri
$5.88M -$152K -673 -3%
IA
3410
IAM Advisory
Pennsylvania
$5.87M +$28.5K +126 +0.5%
IWM
3411
Iams Wealth Management
Nebraska
$5.87M +$2.1M +9,281 +67%
MWM
3412
Mascoma Wealth Management
New Hampshire
$5.86M -$9.49K -42 -0.2%
LGG
3413
Luts & Greenleigh Group
Maryland
$5.86M +$30.7K +136 +0.6%
EB
3414
Emprise Bank
Kansas
$5.85M +$283K +1,254 +6%
DWM
3415
DKM Wealth Management
California
$5.85M +$377K +1,668 +8%
NAG
3416
Northstar Advisory Group
New Jersey
$5.85M -$197K -874 -4%
FA
3417
Fiducient Advisors
Illinois
$5.84M +$711K +3,148 +16%
WIC
3418
Wilkins Investment Counsel
Massachusetts
$5.84M -$184K -815 -3%
CHA
3419
Cooper/Haims Advisors
New York
$5.83M -$326K -1,442 -6%
WF
3420
WinCap Financial
Massachusetts
$5.83M +$145K +644 +3%
RIP
3421
RAM Investment Partners
Washington
$5.82M +$296K +1,311 +6%
CWM
3422
Castle Wealth Management
Florida
$5.81M -$172K -762 -3%
WAM
3423
Walker Asset Management
Missouri
$5.81M +$34.1K +151 +0.7%
PWP
3424
Precedent Wealth Partners
Texas
$5.81M +$6.55K +29 +0.1%
SFG
3425
Sunburst Financial Group
Alabama
$5.81M +$10.6K +47 +0.2%
135 136
137
138 139