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Name Holding Trade Value Shares
Change 		Change in
Stake
PSIWM
3751
Paradigm Strategies in Wealth Management
Minnesota
$3.63M +$1.62K +8 +0%
NI
3752
NCP Inc
California
$3.63M -$141K -700 -4%
NIWA
3753
New Insight Wealth Advisors
California
$3.63M -$112K -556 -3%
SI
3754
Shaker Investments
Ohio
$3.63M -$1.96M -9,708 -35%
VBFP
3755
Valtinson Bruner Financial Planning
Minnesota
$3.62M +$487K +2,410 +16%
AFM
3756
Aspetuck Financial Management
Connecticut
$3.62M -$31.7K -157 -0.9%
AWA
3757
ARQ Wealth Advisors
Arizona
$3.62M – – –
NQWM
3758
Northwest Quadrant Wealth Management
Oregon
$3.61M -$4.24K -21 -0.1%
TWA
3759
Trace Wealth Advisors
California
$3.61M – – –
RPCA
3760
Running Point Capital Advisors
California
$3.61M -$244K -1,207 -6%
RA
3761
Rise Advisors
New York
$3.6M +$301K +1,492 +9%
TPWM
3762
Twelve Points Wealth Management
Massachusetts
$3.6M -$34.7K -172 -1%
EFG
3763
Elios Financial Group
Ohio
$3.6M -$65K -322 -2%
CAM
3764
Campion Asset Management
Virginia
$3.6M -$153K -758 -4%
MMM
3765
Mendel Money Management
Illinois
$3.59M -$48.3K -239 -1%
AHL
3766
Abel Hall LLC
Louisiana
$3.59M -$161K -797 -4%
OFA
3767
Oak Family Advisors
Illinois
$3.58M -$60.6K -300 -2%
IA
3768
IMZ Advisory
Florida
$3.58M -$71.3K -353 -2%
SIM
3769
SWP Investment Management
Ohio
$3.58M +$888K +4,399 +34%
MPW
3770
MA Private Wealth
California
$3.57M +$15.8K +78 +0.5%
EA
3771
Emerald Advisers
Pennsylvania
$3.56M -$552K -2,733 -14%
PMIM
3772
Prudent Man Investment Management
Colorado
$3.55M – – –
CCA
3773
Corps Capital Advisors
Texas
$3.55M -$4.2M -20,817 -55%
IQI
3774
Integrated Quantitative Investments
Washington
$3.55M +$3.5M +17,314 New
AWMT
3775
AAFMAA Wealth Management & Trust
North Carolina
$3.55M +$32.1K +159 +0.9%
149 150
151
152 153