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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
4001
Motive Wealth Advisors
Michigan
$2.81M -$30.8K -165 -1%
FWA
4002
FSC Wealth Advisors
New York
$2.81M – – –
DM
4003
Diker Management
New York
$2.8M – – –
NCMW
4004
Northern Capital Management (Washington)
Washington
$2.8M +$29.1K +156 +1%
S4W
4005
Solutions 4 Wealth
Texas
$2.8M +$50.2K +269 +2%
FWM
4006
Forza Wealth Management
Florida
$2.79M -$73.3K -393 -3%
CCA
4007
Cottonwood Capital Advisors
Utah
$2.79M -$110K -590 -5%
AWM
4008
Adams Wealth Management
Utah
$2.79M -$238K -1,278 -9%
CI
4009
CacheTech Inc
Utah
$2.79M +$2.47M +13,245 New
CFO
4010
Capitol Family Office
Oregon
$2.79M -$105K -564 -4%
OA
4011
Operose Advisors
Wisconsin
$2.79M +$71.8K +385 +3%
WFA
4012
West Financial Advisors
Iowa
$2.78M +$112K +601 +5%
CWM
4013
Compass Wealth Management
Connecticut
$2.78M -$49.8K -267 -2%
CWM
4014
CarsonAllaria Wealth Management
Illinois
$2.77M -$14K -75 -0.6%
WF
4015
Warner Financial
Maryland
$2.76M -$12.5K -67 -0.5%
CAM
4016
Concorde Asset Management
Michigan
$2.76M -$746 -4 -0%
MDSL
4017
M.D. Sass LLC
New York
$2.76M +$2.44M +13,100 New
IPW
4018
Intergy Private Wealth
Colorado
$2.76M +$74.8K +401 +3%
FWM
4019
Fortress Wealth Management
California
$2.75M -$3.36K -18 -0.1%
TBWA
4020
Three Bridge Wealth Advisors
California
$2.75M -$598K -3,208 -20%
RF
4021
RHS Financial
California
$2.75M +$1.12M +6,023 +86%
MPCA
4022
Madison Park Capital Advisors
Washington
$2.74M +$26.7K +143 +1%
CAG
4023
Curtis Advisory Group
California
$2.74M +$14.5K +78 +0.6%
PWM
4024
Penobscot Wealth Management
Maine
$2.73M -$271K -1,454 -11%
BFA
4025
Brendel Financial Advisors
New Hampshire
$2.72M +$46.1K +247 +2%
159 160
161
162 163