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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
4101
Maltin Wealth Management
New Jersey
$952K +$1.48K +10 +0.2%
TCFP
4102
Treasure Coast Financial Planning
Florida
$951K -$136K -924 -14%
PWS
4103
Precision Wealth Strategies
Missouri
$951K -$587K -3,980 -41%
CP
4104
Castleview Partners
Texas
$951K +$851K +5,765 New
PM
4105
Penbrook Management
New York
$950K -$30.4K -206 -3%
FW
4106
FirstPurpose Wealth
Utah
$950K +$31.9K +216 +4%
NFP
4107
NorthLanding Financial Partners
New York
$947K -$13.6K -92 -2%
HIGP
4108
Hill Investment Group Partners
Missouri
$946K -$8.26K -56 -1%
NLG
4109
New Legacy Group
New York
$940K – – –
CCG
4110
Capital CS Group
California
$940K +$369K +2,502 +78%
VF
4111
Vawter Financial
Ohio
$934K +$95.8K +649 +13%
CCM
4112
Cullen Capital Management
New York
$930K – – –
AWA
4113
Aquire Wealth Advisors
Utah
$928K +$167K +1,134 +25%
FPW
4114
Flagship Private Wealth
Massachusetts
$924K +$295 +2 +0%
RA
4115
Regis Acquisition
Colorado
$922K +$825K +5,594 New
ACH
4116
ArrowMark Colorado Holdings
Colorado
$921K -$113K -767 -12%
AFWM
4117
AMJ Financial Wealth Management
Virginia
$921K +$25.4K +172 +3%
SHJ
4118
Sharkey, Howes & Javer
Colorado
$918K -$203K -1,379 -20%
IWP
4119
Insight Wealth Partners
Texas
$917K +$68.2K +462 +9%
SA
4120
SRN Advisors
Pennsylvania
$917K +$166K +1,123 +25%
NP
4121
Ninepoint Partners
Ontario, Canada
$916K +$820K +5,556 New
AMR
4122
Asset Management Resources
Massachusetts
$916K +$67.7K +459 +9%
CM
4123
Capital Management
Virginia
$915K -$58.7K -398 -7%
TF
4124
Theory Financial
Colorado
$914K -$14.8K -100 -2%
MAG
4125
Mokosak Advisory Group
Iowa
$907K +$8.71K +59 +1%
163 164
165
166 167