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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
3901
Vivid Wealth Management
Iowa
$3.22M -$273K -1,224 -8%
CWM
3902
Campbell Wealth Management
Virginia
$3.22M -$1.95M -8,746 -39%
OFS
3903
Oldfather Financial Services
Nebraska
$3.22M +$31.7K +142 +1%
ODA
3904
One Degree Advisors
California
$3.22M -$83.5K -374 -3%
OIC
3905
Orion Investment Company
Missouri
$3.21M – – –
MPW
3906
MA Private Wealth
California
$3.21M +$5.36K +24 +0.2%
MIM
3907
Meridiem Investment Management
United Kingdom
$3.21M -$159K -713 -5%
APM
3908
Advanced Portfolio Management
New York
$3.21M -$2.67M -11,934 -46%
WCM
3909
Weik Capital Management
Pennsylvania
$3.21M – – –
BBP
3910
Banco BTG Pactual
Brazil
$3.2M -$10.6M -47,656 -78%
CWAF
3911
Core Wealth Advisors (Florida)
Florida
$3.2M +$306K +1,371 +11%
CWM
3912
CCG Wealth Management
California
$3.2M -$11.2K -50 -0.4%
BCM
3913
BluePointe Capital Management
California
$3.2M +$79.1K +354 +3%
SHFP
3914
Second Half Financial Partners
Florida
$3.2M +$3.07M +13,728 New
SWM
3915
SFG Wealth Management
Maryland
$3.2M +$35.5K +159 +1%
UFA
3916
US Financial Advisors
Massachusetts
$3.19M -$191K -856 -6%
DW
3917
Dodds Wealth
Colorado
$3.18M -$25.2K -113 -0.8%
SB
3918
Sunflower Bank
Texas
$3.18M +$233K +1,042 +8%
IPW
3919
Intergy Private Wealth
Colorado
$3.18M +$127K +568 +4%
FCC
3920
Flower City Capital
New York
$3.18M +$583K +2,612 +24%
XSC
3921
X-Square Capital
Puerto Rico
$3.18M +$1.56K +7 +0.1%
TSW
3922
Three Seasons Wealth
Utah
$3.18M +$930K +4,164 +44%
WFA
3923
West Financial Advisors
Iowa
$3.18M +$93.3K +418 +3%
AGAM
3924
Audent Global Asset Management
California
$3.17M -$2.61M -11,669 -46%
RB
3925
Renasant Bank
Mississippi
$3.17M -$135K -603 -4%
155 156
157
158 159