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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3576
Prentice Wealth Management
New York
$5.1M +$47.4K +210 +1%
BWA
3577
BlueChip Wealth Advisors
Georgia
$5.1M +$302K +1,337 +7%
FAM
3578
Fairtree Asset Management
South Africa
$5.09M +$1.27M +5,631 +39%
RL
3579
Rogco LP
Oklahoma
$5.09M -$337K -1,491 -7%
HIF
3580
Hill Island Financial
Michigan
$5.08M +$57.6K +255 +1%
SHA
3581
Seneca House Advisors
Virginia
$5.08M +$51.3K +227 +1%
MCWA
3582
Meadow Creek Wealth Advisors
Georgia
$5.07M +$242K +1,073 +6%
HG
3583
Herbst Group
Connecticut
$5.07M -$459K -2,030 -9%
RFW
3584
Rainier Family Wealth
Washington
$5.07M +$1.02M +4,515 +29%
GC
3585
Gould Capital
Washington
$5.07M +$37.3K +165 +0.8%
JFG
3586
JDM Financial Group
Texas
$5.06M +$12K +53 +0.3%
NFP
3587
Narus Financial Partners
Utah
$5.06M +$287K +1,272 +7%
BLFG
3588
Brian Low Financial Group
Louisiana
$5.06M +$610K +2,702 +16%
PWP
3589
Pursue Wealth Partners
California
$5.05M -$9.94K -44 -0.2%
PH
3590
Pinnacle Holdings
Oklahoma
$5.05M -$678 -3 -0%
FWM
3591
FMB Wealth Management
California
$5.05M +$50.4K +223 +1%
I
3592
IMPACTfolio
Colorado
$5.04M -$104K -459 -2%
EGWAG
3593
Elwood & Goetz Wealth Advisory Group
Georgia
$5.04M +$777K +3,441 +21%
BWM
3594
Birchcreek Wealth Management
Ohio
$5.04M -$202K -894 -4%
BDS
3595
Banco de Sabadell
Florida
$5.03M -$696K -3,081 -13%
WSFG
3596
Wall Street Financial Group
Illinois
$5.03M +$592K +2,622 +15%
FBC
3597
Fairfield, Bush & Co
Connecticut
$5.03M -$130K -575 -3%
SWM
3598
Sendero Wealth Management
Texas
$5.02M -$6.55K -29 -0.1%
PS
3599
Planned Solutions
California
$5.02M +$211K +932 +5%
PHWM
3600
Pine Harbor Wealth Management
Maryland
$5.02M +$89.9K +398 +2%
142 143
144
145 146