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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
3601
Legacy Wealth Asset Management
Minnesota
$4.57M +$8.11K +35 +0.2%
KPWG
3602
KFA Private Wealth Group
Virginia
$4.56M +$1.29M +5,556 +37%
FBC
3603
Fairfield, Bush & Co
Connecticut
$4.55M -$193K -833 -4%
I
3604
IMPACTfolio
Colorado
$4.55M -$101K -436 -2%
PC
3605
Permanens Capital
New York
$4.55M +$787K +3,396 +20%
BWM
3606
Birchcreek Wealth Management
Ohio
$4.55M -$7.18K -31 -0.2%
SP
3607
Successful Portfolios
Florida
$4.54M -$53.3K -230 -1%
BMA
3608
Brooks Moore & Associates
Tennessee
$4.54M -$74.6K -322 -2%
EA
3609
Emerald Advisors
Washington
$4.53M +$155K +667 +3%
HWA
3610
Heartwood Wealth Advisors
Virginia
$4.53M -$48.7K -210 -1%
WAG
3611
Wallace Advisory Group
California
$4.53M +$123K +531 +3%
SWG
3612
Summit Wealth Group
Vermont
$4.52M -$154K -665 -3%
RMF
3613
Red Mountain Financial
Colorado
$4.52M +$70.7K +305 +2%
MHC
3614
May Hill Capital
Massachusetts
$4.51M +$736K +3,179 +19%
KCM
3615
Kerusso Capital Management
North Carolina
$4.51M +$120K +518 +3%
ICM
3616
Islay Capital Management
Texas
$4.51M -$311K -1,344 -6%
MWM
3617
Mascagni Wealth Management
Mississippi
$4.5M – – –
BDL
3618
Bey-Douglas LLC
Georgia
$4.5M -$1.95M -8,403 -29%
PWM
3619
Prosperity Wealth Management
California
$4.5M -$1.33M -5,733 -22%
FS
3620
Ferguson Shapiro
Georgia
$4.5M -$74.8K -323 -2%
PCMC
3621
Paragon Capital Management (Colorado)
Colorado
$4.49M +$120K +518 +3%
KCM
3622
Kendall Capital Management
Maryland
$4.49M -$87.1K -376 -2%
IA
3623
Inspire Advisors
Idaho
$4.49M +$1.14M +4,904 +32%
BBI
3624
Baxter Bros Inc
Connecticut
$4.49M -$1.6M -6,918 -25%
PC
3625
Peavine Capital
Nevada
$4.48M – – –
143 144
145
146 147