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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3551
Waterway Wealth Management
Texas
$5.81M +$1.26M +4,841 +27%
HIA
3552
HTG Investment Advisors
Connecticut
$5.81M +$2.81M +10,780 +89%
LW
3553
Libra Wealth
California
$5.8M -$68.4K -263 -1%
IA
3554
IAM Advisory
Pennsylvania
$5.8M +$46.3K +178 +0.8%
CIM
3555
Cambria Investment Management
California
$5.79M -$2.48M -9,531 -29%
SFG
3556
Synergy Financial Group
California
$5.79M +$260K +998 +5%
NWMP
3557
Noble Wealth Management PBC
Colorado
$5.78M -$47.6K -183 -0.8%
SG
3558
Somerset Group
Minnesota
$5.78M -$52K -200 -0.9%
CCMI
3559
Creative Capital Management Investments
California
$5.78M -$269K -1,032 -4%
KL
3560
KWMG LLC
Kansas
$5.77M -$220K -846 -4%
MGWA
3561
Monument Group Wealth Advisors
Massachusetts
$5.77M -$776K -2,982 -12%
SCP
3562
Seizert Capital Partners
Michigan
$5.76M -$69.5K -267 -1%
GA
3563
Goldstein Advisors
Wisconsin
$5.75M +$203K +780 +4%
CA
3564
Commerce Advisors
Tennessee
$5.75M +$5.89M +22,643 New
AFA
3565
Allium Financial Advisors
Oregon
$5.74M +$231K +889 +4%
RCM
3566
Raleigh Capital Management
North Carolina
$5.74M +$685K +2,633 +13%
IWA
3567
Invera Wealth Advisors
Oregon
$5.74M -$304K -1,167 -5%
MCWA
3568
Meadow Creek Wealth Advisors
Georgia
$5.73M +$527K +2,024 +10%
AIA
3569
Affinity Investment Advisors
California
$5.72M +$1.05M +4,016 +22%
AWM
3570
Aberdeen Wealth Management
Illinois
$5.72M -$13K -50 -0.2%
EGA
3571
E&G Advisors
Texas
$5.71M +$10.4K +40 +0.2%
LWA
3572
Legacy Wealth Advisors
Florida
$5.71M +$1.16M +4,445 +25%
FPI
3573
Financial Plan Inc
Washington
$5.7M -$1.88M -7,221 -24%
PS
3574
Pinney & Scofield
Massachusetts
$5.7M -$58.6K -225 -1%
EV
3575
EJMK Ventures
Illinois
$5.7M -$699K -2,684 -11%
141 142
143
144 145