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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3926
LeConte Wealth Management
Tennessee
$4.48M +$159K +611 +4%
TWA
3927
Trace Wealth Advisors
California
$4.48M -$288K -1,105 -6%
BWG
3928
Boomfish Wealth Group
Georgia
$4.48M +$66.1K +254 +1%
HFP
3929
Holistic Financial Partners
Indiana
$4.48M +$32.5K +125 +0.7%
LBC
3930
Leigh Baldwin & Co
New York
$4.48M -$61.7K -237 -1%
CS
3931
Crescent Sterling
Louisiana
$4.47M -$54.9K -211 -1%
VDC
3932
Van Diest Capital
Iowa
$4.46M +$3.04M +11,666 +197%
NJIM
3933
Nabity-Jensen Investment Management
Nebraska
$4.46M +$260K +1,000 +6%
WFM
3934
Wolff Financial Management
Michigan
$4.46M +$260 +1 +0%
PB
3935
Prosperity Bancshares
Texas
$4.46M +$149K +571 +3%
AWM
3936
Able Wealth Management
New Jersey
$4.45M +$4.26M +16,351 +1,378%
FWP
3937
Fiduciary Wealth Partners
Massachusetts
$4.45M -$2.38M -9,130 -34%
CSA
3938
Cornerstone Select Advisors
Missouri
$4.45M +$131K +505 +3%
GFA
3939
Gallagher Fiduciary Advisors
Illinois
$4.44M -$58K -223 -1%
RIP
3940
RAM Investment Partners
Washington
$4.44M -$250K -960 -5%
HOWA
3941
Heritage Oak Wealth Advisors
Florida
$4.44M +$266K +1,023 +6%
FCM
3942
Firestone Capital Management
Florida
$4.43M -$128K -491 -3%
TAR
3943
Trask Adam Roland
$4.43M +$4.55M +17,470 New
SPWM
3944
Spartan Planning & Wealth Management
North Carolina
$4.43M -$3.49M -13,404 -43%
HIG
3945
Heritage Investment Group
Florida
$4.42M +$115K +440 +3%
CIA
3946
Cascade Investment Advisors
Oregon
$4.41M -$114K -437 -2%
LWA
3947
Ledgewood Wealth Advisors
New Hampshire
$4.41M -$84.6K -325 -2%
5SA
3948
5th Street Advisors
Connecticut
$4.41M +$226K +869 +5%
RLH
3949
RD Lewis Holdings
Florida
$4.4M -$52K -200 -1%
IPWA
3950
International Private Wealth Advisors
California
$4.4M +$1.24M +4,763 +38%
156 157
158
159 160