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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3551
Tributary Capital Management
Nebraska
$3.63M +$83.1K +450 +2%
WFA
3552
Wade Financial Advisory
California
$3.63M -$180K -973 -5%
MIOT
3553
Massachusetts Institute of Technology
Massachusetts
$3.62M +$3.47M +18,780 New
NFP
3554
Narus Financial Partners
Utah
$3.61M -$47.5K -257 -1%
CWM
3555
Cahill Wealth Management
Michigan
$3.6M +$16.4K +89 +0.5%
CSWG
3556
Cardinal Strategic Wealth Guidance
Kentucky
$3.6M -$19.6K -106 -0.6%
PWMG
3557
Private Wealth Management Group
New Jersey
$3.6M +$3.45M +18,694 New
FP
3558
FFG Partners
Florida
$3.6M +$3.45M +18,683 New
GPWA
3559
Great Point Wealth Advisors
Massachusetts
$3.6M -$86.4K -468 -2%
HFRG
3560
Houlihan Financial Resource Group
Virginia
$3.6M +$923 +5 +0%
CCM
3561
Compass Capital Management
Minnesota
$3.59M +$268K +1,454 +8%
SB
3562
Sunflower Bank
Texas
$3.59M +$145K +784 +4%
SI
3563
Scharf Investments
California
$3.59M +$150K +815 +5%
DWA
3564
Delap Wealth Advisory
Oregon
$3.58M +$40.4K +219 +1%
VAM
3565
Verity Asset Management
North Carolina
$3.57M -$41.4K -224 -1%
FCMA
3566
Foresight Capital Management Advisors
Michigan
$3.57M +$3.42M +18,542 New
GFG
3567
Goldstone Financial Group
Illinois
$3.57M +$16.8K +91 +0.5%
FCM
3568
Family Capital Management
Michigan
$3.56M -$135K -729 -4%
RPCA
3569
Running Point Capital Advisors
California
$3.56M +$35.1K +190 +1%
GSC
3570
G&S Capital
Colorado
$3.55M -$20.3K -110 -0.6%
CWA
3571
CJM Wealth Advisers
Virginia
$3.55M -$18.1K -98 -0.5%
CMANY
3572
Capital Management Associates (New York)
New York
$3.55M -$112K -606 -3%
KW
3573
KWB Wealth
California
$3.55M +$845K +4,576 +33%
RC
3574
Reik & Co
New York
$3.54M -$281K -1,520 -8%
CA
3575
Crumly & Associates
Illinois
$3.54M +$35.6K +193 +1%
141 142
143
144 145