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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
3476
TPG Financial Advisors
Oregon
$6.09M -$293K -1,127 -4%
RWM
3477
Riverbend Wealth Management
South Carolina
$6.09M +$56.2K +216 +0.9%
GIS
3478
Graphene Investments SAS
France
$6.09M – – –
BMWS
3479
Brady Martz Wealth Solutions
North Dakota
$6.07M +$2.09M +8,025 +50%
WF
3480
WinCap Financial
Massachusetts
$6.07M +$222K +853 +4%
PFM
3481
Peak Financial Management
Massachusetts
$6.07M +$1.4M +5,369 +29%
DFG
3482
Demars Financial Group
Washington
$6.07M +$53.1K +204 +0.9%
PWM
3483
Penobscot Wealth Management
Maine
$6.06M +$3M +11,526 +100%
PIA
3484
Prakash Investment Advisors
Massachusetts
$6.06M -$727K -2,795 -10%
OC
3485
Opal Capital
Florida
$6.05M -$1.19M -4,567 -16%
ARG
3486
Advisory Resource Group
Oklahoma
$6.05M +$43.7K +168 +0.7%
SPWM
3487
Schrum Private Wealth Management
Florida
$6.05M -$116K -445 -2%
GBFG
3488
Gerald Baker Financial Group
Texas
$6.04M +$6.19M +23,801 New
PWP
3489
Precedent Wealth Partners
Texas
$6.03M +$81.5K +313 +1%
DPI
3490
Diversified Portfolios Inc
Michigan
$6.03M -$1.69M -6,488 -21%
BHA
3491
Beech Hill Advisors
New York
$6.02M -$48.9K -188 -0.8%
ABWM
3492
Alpine Bank Wealth Management
Colorado
$6.02M +$66.9K +257 +1%
PWC
3493
Pathfinder Wealth Consulting
North Carolina
$6.02M +$162K +622 +3%
HWM
3494
HRC Wealth Management
Idaho
$6.02M +$5.99K +23 +0.1%
KCM
3495
Kerusso Capital Management
North Carolina
$6.01M -$437K -1,681 -7%
SMBT
3496
Southern Michigan Bank & Trust
Michigan
$5.98M +$6.13M +23,565 New
WI
3497
Westbourne Investments
Virginia
$5.98M -$40.6K -156 -0.7%
TCM
3498
Traub Capital Management
Massachusetts
$5.98M -$100K -385 -2%
PCMF
3499
Private Capital Management (Florida)
Florida
$5.97M +$23.9K +92 +0.4%
BW
3500
BXM Wealth
Colorado
$5.97M +$155K +597 +3%
138 139
140
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