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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3501
Detalus Advisors
Missouri
$6.38M +$105K +391 +2%
ABWM
3502
Alpine Bank Wealth Management
Colorado
$6.38M -$32.8K -122 -0.5%
CG
3503
Corundum Group
Colorado
$6.38M +$3.76K +14 +0.1%
WFA
3504
WMG Financial Advisors
Tennessee
$6.38M -$1.06M -3,950 -14%
PWP
3505
Precedent Wealth Partners
Texas
$6.38M +$175K +652 +3%
PCMF
3506
Private Capital Management (Florida)
Florida
$6.37M +$1.74M +6,497 +38%
FC
3507
Fairscale Capital
New Hampshire
$6.37M +$44.6K +166 +0.7%
WSA
3508
Warm Springs Advisors
California
$6.37M -$327K -1,219 -5%
SCS
3509
Southern Capital Services
Alabama
$6.36M +$6.28M +23,403 New
DIP
3510
Davis Investment Partners
North Carolina
$6.36M -$4.83K -18 -0.1%
RWI
3511
Red Wave Investments
Pennsylvania
$6.36M +$1.34K +5 +0%
KPWG
3512
KFA Private Wealth Group
Virginia
$6.34M +$1.11M +4,146 +22%
CGIM
3513
Capital Group Investment Management
Singapore
$6.33M +$2.82M +10,493 +82%
EA
3514
Emerald Advisors
Washington
$6.33M +$336K +1,250 +6%
SC
3515
Seldon Capital
California
$6.33M – – –
JFGLC
3516
Johnson Financial Group LLC (Colorado)
Colorado
$6.32M +$2.07M +7,710 +50%
OWA
3517
Outlook Wealth Advisors
Texas
$6.31M +$522K +1,946 +9%
IIA
3518
Integrity Investment Advisors
Colorado
$6.3M +$4.98M +18,559 +403%
LW
3519
Libra Wealth
California
$6.28M -$219K -816 -3%
PWC
3520
Pathfinder Wealth Consulting
North Carolina
$6.28M +$6.2M +23,105 New
LGG
3521
Luts & Greenleigh Group
Maryland
$6.27M +$18K +67 +0.3%
WF
3522
WinCap Financial
Massachusetts
$6.27M +$44.8K +167 +0.7%
PPC
3523
Park Place Capital
Alabama
$6.27M -$545K -2,031 -8%
BAM
3524
Banta Asset Management
California
$6.27M +$6.19M +23,059 New
FFC
3525
Frederick Financial Consultants
Maryland
$6.26M +$87.2K +325 +1%
139 140
141
142 143