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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
4126
Boulder Wealth Advisors
Colorado
$766K +$843K +5,896 New
HWM
4127
HighMark Wealth Management
Minnesota
$763K +$6.57K +46 +0.8%
IWP
4128
IAG Wealth Partners
Wisconsin
$759K -$14.9K -104 -2%
NFP
4129
NorthLanding Financial Partners
New York
$758K -$20.3K -142 -2%
CFAM
4130
Coury Firm Asset Management
Pennsylvania
$755K -$20.6K -144 -2%
HIGP
4131
Hill Investment Group Partners
Missouri
$753K +$828K +5,793 New
CCA
4132
Covey Capital Advisors
Georgia
$751K – – –
MWM
4133
Maltin Wealth Management
New Jersey
$749K -$118K -825 -13%
CFG
4134
Compton Financial Group
Maryland
$748K -$20.1K -141 -2%
GWMI
4135
Guardian Wealth Management (Illinois)
Illinois
$748K – – –
FIBT
4136
First International Bank & Trust
North Dakota
$742K -$346K -2,419 -30%
NLG
4137
New Legacy Group
New York
$741K – – –
EWM
4138
Endowment Wealth Management
Wisconsin
$735K +$6.57K +46 +0.8%
TF
4139
Theory Financial
Colorado
$733K +$806K +5,641 New
CCM
4140
Cullen Capital Management
New York
$733K – – –
LFDLE
4141
La Financiere de L'Echiquier
France
$729K +$173K +1,212 +28%
FPW
4142
Flagship Private Wealth
Massachusetts
$728K +$120K +838 +18%
MFS
4143
Mirabella Financial Services
United Kingdom
$728K +$800K +5,600 New
BFA
4144
BMS Financial Advisors
South Dakota
$725K -$857 -6 -0.1%
CWA
4145
CM Wealth Advisors
Ohio
$721K -$27.2K -190 -3%
FW
4146
FirstPurpose Wealth
Utah
$720K +$47.3K +331 +6%
GA
4147
GoalVest Advisory
New York
$718K -$23K -161 -3%
OAM
4148
Oberweis Asset Management
Illinois
$712K +$143 +1 +0%
LWA
4149
LWS Wealth Advisors
New Jersey
$710K -$28.4K -199 -4%
IFO
4150
Independent Family Office
New York
$709K -$715 -5 -0.1%
164 165
166
167 168