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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3601
Sanctuary Wealth Management
Idaho
$2.15M +$62.3K +394 +3%
TA
3602
TrueWealth Advisors
Alabama
$2.15M +$630K +3,987 +49%
BA
3603
Bivin & Associates
Oklahoma
$2.14M +$1.91M +12,067 New
VT
3604
Vise Technologies
New York
$2.14M +$1.91M +12,065 New
WA
3605
Wealthstream Advisors
New York
$2.14M +$1.9M +12,051 New
NOI
3606
Newton One Investments
Delaware
$2.14M +$632 +4 +0%
RWA
3607
Redmont Wealth Advisors
Illinois
$2.13M +$1.9M +12,016 New
CSIA
3608
Conrad Siegel Investment Advisors
Pennsylvania
$2.13M +$2.38M +15,071 New
ACM
3609
Adalta Capital Management
New York
$2.13M -$35.6K -225 -2%
1IA
3610
1620 Investment Advisors
Massachusetts
$2.13M +$1.89M +11,982 New
NQWM
3611
Northwest Quadrant Wealth Management
Oregon
$2.13M -$48.5K -307 -3%
CWAF
3612
Core Wealth Advisors (Florida)
Florida
$2.12M +$470K +2,974 +33%
RGF
3613
Retirement Guys Formula
Ohio
$2.12M +$1.89M +11,947 New
PTCG
3614
Pring Turner Capital Group
California
$2.12M +$1.89M +11,942 New
CPW
3615
Catalyst Private Wealth
California
$2.12M +$6.32K +40 +0.3%
CA
3616
Claris Advisors
Missouri
$2.12M +$1.88M +11,909 New
AC
3617
Applied Capital
Arkansas
$2.11M -$203K -1,284 -10%
MWM
3618
MBE Wealth Management
Wisconsin
$2.11M -$28.3K -179 -1%
KFS
3619
Kelly Financial Services
Massachusetts
$2.11M -$120K -760 -6%
OIS
3620
Okabena Investment Services
Minnesota
$2.1M +$1.46M +9,252 +363%
PIA
3621
Powell Investment Advisors
Florida
$2.08M +$253K +1,601 +16%
MFG
3622
Monte Financial Group
Connecticut
$2.08M -$48K -304 -3%
MWM
3623
MinichMacGregor Wealth Management
New York
$2.07M -$85.2K -539 -4%
CWM
3624
Curi Wealth Management
North Carolina
$2.07M +$270K +1,706 +17%
PP
3625
PFS Partners
New Jersey
$2.07M +$1.84M +11,655 New
143 144
145
146 147