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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
4151
Spectrum Investment Advisors
Wisconsin
$1.82M +$1.75M +9,474 New
LAM
4152
Lifestyle Asset Management
Texas
$1.82M +$19K +103 +1%
LWMNY
4153
Landmark Wealth Management (New York)
New York
$1.82M +$16.4K +89 +1%
BGAI
4154
Bruce G. Allen Investments
Colorado
$1.82M +$1.74M +9,447 New
AWA
4155
Authentikos Wealth Advisory
California
$1.82M -$186K -1,007 -10%
ETIA
4156
Epic Trust Investment Advisors
Washington
$1.82M -$64.1K -347 -4%
WA
4157
Wealthstar Advisors
Texas
$1.81M +$369 +2 +0%
VWMG
4158
Virginia Wealth Management Group
Virginia
$1.81M -$1.29M -6,967 -43%
CP
4159
Castleview Partners
Texas
$1.81M +$436K +2,363 +34%
SWMG
4160
Sard Wealth Management Group
Georgia
$1.81M +$1.73M +9,389 New
NWM
4161
Napa Wealth Management
California
$1.81M +$1.73M +9,385 New
MF
4162
Meridian Financial
Massachusetts
$1.8M +$72K +390 +4%
UWS
4163
Unique Wealth Strategies
Illinois
$1.8M +$1.72M +9,337 New
PIM
4164
Profit Investment Management
Maryland
$1.79M – – –
TWM
4165
Trevian Wealth Management
Massachusetts
$1.79M +$102K +550 +6%
GRQ
4166
Gardner Russo & Quinn
Pennsylvania
$1.79M +$207K +1,119 +14%
EWG
4167
Executive Wealth Group
Washington
$1.79M +$185 +1 +0%
DB
4168
Dravo Bay
Delaware
$1.78M -$27.3K -148 -2%
EFP
4169
EnRich Financial Partners
Wisconsin
$1.78M +$1.71M +9,255 New
TWP
4170
Tower Wealth Partners
Pennsylvania
$1.78M -$481K -2,605 -22%
GFL
4171
Granite FO LLC
New Hampshire
$1.77M – – –
CAM
4172
Costello Asset Management
Pennsylvania
$1.77M – – –
CRI
4173
Commonwealth Retirement Investments
Virginia
$1.77M +$313K +1,696 +23%
HFW
4174
Horizon Family Wealth
Illinois
$1.77M +$10.5K +57 +0.6%
MWP
4175
Meredith Wealth Planning
Illinois
$1.77M +$739 +4 +0%
165 166
167
168 169