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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
4151
Trinity Wealth Management
Pennsylvania
$1.08M -$48K -262 -4%
GWM
4152
Greenhouse Wealth Management
Connecticut
$1.08M +$1.47K +8 +0.1%
IWP
4153
IAG Wealth Partners
Wisconsin
$1.07M +$28.4K +155 +3%
MFG
4154
Mainsail Financial Group
Washington
$1.07M +$104K +568 +10%
WWP
4155
Waypoint Wealth Partners
California
$1.07M -$160K -875 -12%
BAMG
4156
Brand Asset Management Group
Missouri
$1.07M -$23.8K -130 -2%
SIC
4157
Schwartz Investment Counsel
Michigan
$1.06M -$257K -1,400 -18%
MS
4158
Mizuho Securities
Japan
$1.06M +$910K +4,960 +400%
MAS
4159
Madden Advisory Services
Florida
$1.06M +$439K +2,392 +63%
MFG
4160
Monumental Financial Group
Maryland
$1.05M +$98.1K +535 +10%
CWA
4161
Clearview Wealth Advisors
Oregon
$1.05M -$233K -1,270 -17%
SOAG
4162
Silver Oak Advisory Group
Oregon
$1.05M +$519K +2,828 +86%
5SA
4163
5th Street Advisors
Connecticut
$1.05M -$815K -4,446 -42%
EPWM
4164
Essex Private Wealth Management
Massachusetts
$1.05M -$48.6K -265 -4%
GWM
4165
GoalFusion Wealth Management
Texas
$1.04M -$734 -4 -0.1%
APC
4166
Asset Planning Corporation
Tennessee
$1.04M +$45.3K +247 +4%
HCA
4167
Hyperion Capital Advisors
New York
$1.04M – – –
PFA
4168
Petra Financial Advisors
Colorado
$1.03M +$374K +2,040 +51%
CCG
4169
Capital CS Group
California
$1.03M -$22K -120 -2%
FFM
4170
Flagstone Financial Management
Nebraska
$1.03M -$89.5K -488 -7%
IFO
4171
Independent Family Office
New York
$1.03M +$99.9K +545 +10%
MCM
4172
Mork Capital Management
California
$1.03M -$734K -4,000 -40%
RBCM
4173
Raub Brock Capital Management
California
$1.02M -$16.1K -88 -1%
HFA
4174
Highland Financial Advisors
New Jersey
$1.02M +$23.5K +128 +2%
DSCM
4175
Del-Sette Capital Management
New York
$1.02M -$172K -940 -14%
165 166
167
168 169