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Name Holding Trade Value Shares
Change 		Change in
Stake
KTA
4101
Keeley-Teton Advisors
Illinois
$1.24M – – –
KOMWMG
4102
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.24M -$36.8K -211 -3%
HWMT
4103
Heritage Wealth Management (Texas)
Texas
$1.24M +$324K +1,860 +41%
EPWM
4104
Essex Private Wealth Management
Massachusetts
$1.24M -$217K -1,248 -16%
MAM
4105
Milestone Asset Management
Pennsylvania
$1.24M -$103K -591 -8%
AI
4106
Atom Investors
Texas
$1.24M -$50.2K -288 -4%
SC
4107
Sonen Capital
California
$1.23M +$174 +1 +0%
BAMG
4108
Brand Asset Management Group
Missouri
$1.23M -$85K -488 -7%
DWA
4109
Delos Wealth Advisors
Texas
$1.23M -$20.9K -120 -2%
GWM
4110
Greenhouse Wealth Management
Connecticut
$1.22M +$1.05K +6 +0.1%
AWP
4111
Atlas Wealth Partners
Pennsylvania
$1.22M +$1.1M +6,336 New
EWM
4112
Endowment Wealth Management
Wisconsin
$1.22M +$6.8K +39 +0.6%
MIM
4113
Macroview Investment Management
Maryland
$1.21M +$2.44K +14 +0.2%
SLA
4114
Silver Lake Advisory
Utah
$1.21M +$215K +1,234 +25%
CP
4115
Castleview Partners
Texas
$1.21M +$78.2K +449 +8%
GC
4116
Gruss & Co
Florida
$1.2M -$261K -1,500 -19%
HAS
4117
Holland Advisory Services
Florida
$1.2M +$349 +2 +0%
AWM
4118
Altus Wealth Management
Kentucky
$1.2M -$68.8K -395 -6%
CCG
4119
Capital CS Group
California
$1.2M +$80.7K +463 +8%
KDA
4120
Kraft Davis & Associates
Missouri
$1.19M +$1.16M +6,657 New
GPA
4121
Guidance Point Advisors
Massachusetts
$1.19M +$7.14K +41 +0.7%
IWP
4122
IAG Wealth Partners
Wisconsin
$1.19M -$125K -718 -10%
RWG
4123
Regal Wealth Group
California
$1.19M +$8.36K +48 +0.8%
GWM
4124
GoalFusion Wealth Management
Texas
$1.18M – – –
MAWAG
4125
Mid-American Wealth Advisory Group
Missouri
$1.18M +$1.08M +6,222 New
163 164
165
166 167