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Name Holding Trade Value Shares
Change 		Change in
Stake
KW
3976
KWB Wealth
California
$4.56M +$164K +610 +4%
JGUA
3977
John G. Ullman & Associates
New York
$4.56M -$80.5K -300 -2%
AGC
3978
August Group Capital
$4.56M +$4.5M +16,757 New
AWAP
3979
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.55M -$92.9K -346 -2%
GWA
3980
Geometric Wealth Advisors
District of Columbia
$4.55M -$111K -413 -2%
NWM
3981
Navigoe Wealth Management
California
$4.55M -$31.9K -119 -0.7%
CC
3982
Clearwave Capital
California
$4.54M +$4.49M +16,712 New
EWL
3983
Emissary Wealth LLC
New Jersey
$4.54M +$4.49M +16,710 New
MWM
3984
M3 Wealth Management
Ohio
$4.54M +$4.48M +16,703 New
RWA
3985
Rooted Wealth Advisors
Illinois
$4.54M +$48.1K +179 +1%
MMM
3986
Mendel Money Management
Illinois
$4.53M -$30.9K -115 -0.7%
HA
3987
Helium Advisors
Washington
$4.53M -$1.82M -6,781 -29%
JF
3988
JMN Financial
Ohio
$4.53M +$4.47M +16,655 New
PCWA
3989
Pacific Capital Wealth Advisors
California
$4.52M -$96.9K -361 -2%
IP
3990
Intellectus Partners
California
$4.52M -$163K -606 -4%
IA
3991
IMZ Advisory
Florida
$4.52M -$56.4K -210 -1%
PAG
3992
Paladin Advisory Group
Iowa
$4.52M +$137K +512 +3%
HFO
3993
Heritage Family Offices
Arizona
$4.52M -$108K -404 -2%
LAI
3994
Legal Advantage Investments
California
$4.51M -$268 -1 -0%
KWM
3995
KW Wealth Management
California
$4.51M -$109K -407 -2%
LSWM
3996
Lorne Steinberg Wealth Management
Canada
$4.51M +$9.66K +36 +0.2%
IAMOG
3997
Investors Asset Management of Georgia
Georgia
$4.51M +$268 +1 +0%
NJIM
3998
Nabity-Jensen Investment Management
Nebraska
$4.51M +$8.32K +31 +0.2%
BOSSRA
3999
B.O.S.S. Retirement Advisors
Utah
$4.5M -$819K -3,052 -16%
SPW
4000
Signet Private Wealth
Illinois
$4.5M +$4.45M +16,567 New
158 159
160
161 162