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Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
3701
MBM Wealth Consultants
Missouri
$2.23M -$129K -701 -5%
PWMA
3702
Pension & Wealth Management Advisors
Massachusetts
$2.23M +$799K +4,359 +50%
TLA
3703
Tanglewood Legacy Advisors
Texas
$2.23M +$917 +5 +0%
EAM
3704
EdenTree Asset Management
United Kingdom
$2.23M – – –
WF
3705
Warner Financial
Maryland
$2.23M +$1.1K +6 +0%
WIM
3706
Waycross Investment Management
Washington
$2.22M +$67.5K +368 +3%
AWA
3707
AmeriServ Wealth Advisors
Pennsylvania
$2.22M -$48.2K -263 -2%
IPW
3708
Intergy Private Wealth
Colorado
$2.22M +$48.2K +263 +2%
EWP
3709
Elevation Wealth Partners
California
$2.22M -$4.77K -26 -0.2%
DWM
3710
Dopkins Wealth Management
New York
$2.22M +$590K +3,219 +33%
WA
3711
Wealthstream Advisors
New York
$2.22M +$20.4K +111 +0.9%
AFO
3712
Arrowroot Family Office
California
$2.22M -$98.3K -536 -4%
HEIP
3713
Hudson Edge Investment Partners
New Jersey
$2.21M -$18.3K -100 -0.8%
GCP
3714
Gill Capital Partners
Colorado
$2.21M -$15.8K -86 -0.7%
PWM
3715
Provident Wealth Management
Tennessee
$2.21M -$175K -956 -7%
AFS
3716
Annapolis Financial Services
Maryland
$2.2M +$52.1K +284 +2%
SC
3717
Swan Capital
Florida
$2.2M +$2.36M +12,843 New
VBFP
3718
Valtinson Bruner Financial Planning
Minnesota
$2.2M -$9.35K -51 -0.4%
C1AG
3719
Client 1st Advisory Group
Florida
$2.19M +$183K +1,000 +8%
GCL
3720
Gouws Capital LLC
North Carolina
$2.19M -$1.83K -10 -0.1%
RWMH
3721
Riverpoint Wealth Management Holdings
Illinois
$2.18M -$3.67K -20 -0.2%
HFM
3722
Hartford Funds Management
Pennsylvania
$2.17M +$146K +796 +7%
WFA
3723
West Financial Advisors
Iowa
$2.17M +$6.6K +36 +0.3%
BPCA
3724
Bank Pictet & Cie (Asia)
Singapore
$2.17M -$231K -1,261 -9%
AS
3725
Akuna Securities
Illinois
$2.16M +$1.6M +8,723 +223%
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