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Name Holding Trade Value Shares
Change 		Change in
Stake
MCIA
3601
Mountain Capital Investment Advisors
Colorado
$5.51M +$51.6K +219 +0.9%
DMBA
3602
Deseret Mutual Benefit Administrators
Utah
$5.5M +$58.9K +250 +1%
PWA
3603
Primoris Wealth Advisors
Florida
$5.5M -$25.7K -109 -0.5%
FWS
3604
FinDec Wealth Services
California
$5.49M -$654K -2,775 -11%
LBC
3605
Leigh Baldwin & Co
New York
$5.48M +$5.16M +21,902 New
MAG
3606
MRA Advisory Group
New Jersey
$5.48M -$171K -727 -3%
SPF
3607
South Plains Financial
Texas
$5.47M +$5.15M +21,859 New
CPL
3608
Capital & Planning LLC
Georgia
$5.45M +$5.13M +21,766 New
LC
3609
Legacy CG
Texas
$5.44M -$380K -1,614 -7%
PJWM
3610
Philip James Wealth Mangement
Georgia
$5.43M +$161K +685 +3%
SL
3611
Summitry LLC
California
$5.43M -$523K -2,220 -9%
FI
3612
Finivi Inc
Massachusetts
$5.43M +$119K +504 +2%
AA
3613
Acorns Advisers
California
$5.43M +$576K +2,444 +13%
NWM
3614
Napa Wealth Management
California
$5.43M -$1.14M -4,841 -18%
TAM
3615
Tealwood Asset Management
Minnesota
$5.42M +$2.54M +10,775 +99%
ICM
3616
Islay Capital Management
Texas
$5.42M +$8.96K +38 +0.2%
VWMG
3617
Virginia Wealth Management Group
Virginia
$5.41M +$24K +102 +0.5%
IWN
3618
Independent Wealth Network
Iowa
$5.41M +$302K +1,280 +6%
TC
3619
Trust Company
Kansas
$5.41M +$898K +3,810 +21%
MSWM
3620
McGlone Suttner Wealth Management
Wisconsin
$5.41M +$446K +1,894 +10%
PFM
3621
Phillips Financial Management
Indiana
$5.41M +$100K +425 +2%
PS
3622
Pinney & Scofield
Massachusetts
$5.4M +$5.08M +21,556 New
KW
3623
Keyvantage Wealth
Pennsylvania
$5.4M +$5.08M +21,555 New
FFS
3624
Flavin Financial Services
Florida
$5.4M +$5.08M +21,551 New
SFG
3625
Synergy Financial Group
California
$5.4M -$68.1K -289 -1%
143 144
145
146 147