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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
4101
Defined Wealth Management
Oregon
$2.56M +$62.5K +280 +3%
STA
4102
Smith Thornton Advisors
Alabama
$2.55M +$4.69K +21 +0.2%
WG
4103
Winton Group
United Kingdom
$2.55M +$2.11M +9,439 +629%
R
4104
Rebalance
California
$2.54M +$243K +1,087 +11%
MCC
4105
Maiden Cove Capital
Maine
$2.54M +$2.01K +9 +0.1%
PCC
4106
Park Circle Company
Maryland
$2.54M – – –
EW
4107
Element Wealth
Mississippi
$2.54M +$24.3K +109 +1%
TAM
4108
Tealwood Asset Management
Minnesota
$2.54M +$9.38K +42 +0.4%
AWM
4109
Allen Wealth Management
North Carolina
$2.53M +$120K +537 +5%
HAG
4110
HF Advisory Group
Maryland
$2.53M +$245K +1,098 +11%
LWMNY
4111
Landmark Wealth Management (New York)
New York
$2.53M -$39.1K -175 -2%
ECU
4112
Eisler Capital (UK)
United Kingdom
$2.53M +$2.43M +10,861 New
WHC
4113
Wulff, Hansen & Co
California
$2.53M – – –
FF
4114
Farnam Financial
Arizona
$2.52M +$2.42M +10,830 New
PWC
4115
PYA Waltman Capital
Tennessee
$2.52M +$631K +2,827 +35%
BA
4116
Brightwater Advisory
Florida
$2.52M -$87.8K -393 -4%
EC
4117
Eaton-Cambridge
Arizona
$2.52M +$28.4K +127 +1%
PWM
4118
Pinnacle Wealth Management
California
$2.51M -$8.26K -37 -0.3%
LHWM
4119
Lake Hills Wealth Management
Texas
$2.51M -$22.3K -100 -0.9%
HFA
4120
Harbert Fund Advisors
Alabama
$2.5M +$2.4M +10,750 New
SFC
4121
Sprinkle Financial Consultants
Colorado
$2.5M +$1.34K +6 +0.1%
VL
4122
Vima LLC
Michigan
$2.5M +$670 +3 +0%
3F
4123
360 Financial
Minnesota
$2.5M -$74.6K -334 -3%
CCP
4124
Carmel Capital Partners
California
$2.5M – – –
SJL
4125
Shayne & Jacobs LLC
Tennessee
$2.49M +$223 +1 +0%
163 164
165
166 167