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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
3851
Mosaic Financial Group
Illinois
$4.74M -$136K -524 -3%
TPWM
3852
Twelve Points Wealth Management
Massachusetts
$4.73M +$212K +813 +5%
BWM
3853
BCS Wealth Management
Tennessee
$4.73M -$4.94M -18,969 -50%
WSWA
3854
Warren Street Wealth Advisors
California
$4.72M +$204K +785 +4%
FFC
3855
Frederick Financial Consultants
Maryland
$4.72M -$1.16M -4,444 -19%
CCA
3856
Conservest Capital Advisors
Pennsylvania
$4.71M +$84.3K +324 +2%
CWI
3857
Conscious Wealth Investments
Florida
$4.71M +$4.07M +15,630 +763%
PWM
3858
Platt Wealth Management
California
$4.71M -$35.9K -138 -0.7%
FWA
3859
Fulcrum Wealth Advisors
Washington
$4.7M +$2.19M +8,412 +83%
AWM
3860
Avaii Wealth Management
Wisconsin
$4.7M +$60.4K +232 +1%
CWAF
3861
Core Wealth Advisors (Florida)
Florida
$4.7M +$68.4K +263 +1%
HCA
3862
Hardworking Capital Advisors
California
$4.7M -$3.9K -15 -0.1%
NCTC
3863
New Covenant Trust Company
Indiana
$4.69M +$372K +1,430 +8%
NFC
3864
Northstar Financial Companies
Pennsylvania
$4.69M -$1.12M -4,308 -19%
NIM
3865
Needham Investment Management
New York
$4.68M – – –
OA
3866
Operose Advisors
Wisconsin
$4.68M +$820K +3,152 +21%
CWA
3867
Consilio Wealth Advisors
Washington
$4.68M +$39.6K +152 +0.8%
LCWM
3868
Legacy Capital Wealth Management
Texas
$4.68M +$1.19M +4,578 +33%
WAM
3869
Worth Asset Management
Texas
$4.67M -$223K -856 -4%
RHP
3870
Royal Harbor Partners
Texas
$4.66M -$134K -516 -3%
PAM
3871
PCG Asset Management
New Jersey
$4.65M +$59.6K +229 +1%
BWM
3872
Birchcreek Wealth Management
Ohio
$4.65M -$33.3K -128 -0.7%
RWM
3873
Ruedi Wealth Management
Illinois
$4.65M -$15.9K -61 -0.3%
SIM
3874
Samara Investment Management
Oregon
$4.65M +$4.77M +18,328 New
MPW
3875
MA Private Wealth
California
$4.65M +$321K +1,232 +7%
153 154
155
156 157