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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
4026
Bollard Group
Massachusetts
$3.9M +$4.01K +17 +0.1%
HWA
4027
HMV Wealth Advisors
Louisiana
$3.89M +$3.67M +15,551 New
RCM
4028
Riverpark Capital Management
New York
$3.89M +$105K +446 +3%
IWS
4029
Integrity Wealth Solutions
Colorado
$3.89M -$244K -1,035 -6%
MSG
4030
Main Street Group
Virginia
$3.88M -$197K -837 -5%
FWA
4031
FOCUS Wealth Advisors
Texas
$3.88M -$41.5K -176 -1%
LSA
4032
Lansing Street Advisors
Pennsylvania
$3.87M +$62.7K +266 +2%
BFS
4033
Burr Financial Services
California
$3.87M -$1.55M -6,562 -30%
HP
4034
Holistic Planning
Texas
$3.87M +$91K +386 +3%
CFO
4035
Custos Family Office
Texas
$3.86M +$222K +943 +7%
RRWA
4036
Rainey & Randall Wealth Advisors
Florida
$3.86M -$44.5K -189 -1%
VBFP
4037
Valtinson Bruner Financial Planning
Minnesota
$3.86M +$22.2K +94 +0.6%
PAM
4038
Pinpoint Asset Management
Hong Kong
$3.86M +$471 +2 +0%
PIA
4039
Pinion Investment Advisors
Kansas
$3.85M +$85.3K +362 +2%
BF
4040
Brogan Financial
Tennessee
$3.85M +$8.72K +37 +0.2%
RWM
4041
Rialto Wealth Management
New York
$3.85M +$3.62M +15,363 New
AL
4042
ADE LLC
Maryland
$3.84M +$17.4K +74 +0.5%
IA
4043
Inspire Advisors
Idaho
$3.84M +$80.1K +340 +2%
EHWM
4044
Eads & Heald Wealth Management
Georgia
$3.83M -$23.6K -100 -0.6%
CFO
4045
Collective Family Office
Pennsylvania
$3.83M -$20.5K -87 -0.6%
SG
4046
Sharper & Granite
California
$3.83M +$111K +472 +3%
SF
4047
Safeguard Financial
Wisconsin
$3.83M +$130K +552 +4%
AW
4048
Apricus Wealth
South Carolina
$3.83M -$288K -1,224 -7%
WAM
4049
Werlinich Asset Management
Connecticut
$3.82M – – –
RFW
4050
Rainier Family Wealth
Washington
$3.82M +$3.59M +15,252 New
160 161
162
163 164