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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
5126
Valued Wealth Advisors
Utah
$1.07M +$77.1K +327 +8%
RA
5127
Rise Advisors
New York
$1.07M -$46.7K -198 -4%
SWIA
5128
Solano Wealth Investment Advisors
California
$1.06M +$1M +4,252 New
TIM
5129
Thornburg Investment Management
New Mexico
$1.06M -$938K -3,982 -48%
CAWM
5130
Capital A Wealth Management
Pennsylvania
$1.06M +$1,000K +4,243 New
LIWM
5131
Long Island Wealth Management
New York
$1.06M +$14.1K +60 +1%
BP
5132
BCK Partners
New York
$1.06M -$23.6K -100 -2%
GCM
5133
Galibier Capital Management
Ontario, Canada
$1.06M -$330K -1,400 -25%
WAG
5134
Windsor Advisory Group
Ohio
$1.06M -$269K -1,143 -21%
THL
5135
Tillman Hartley LLC
Colorado
$1.06M -$89.1K -378 -8%
SPWM
5136
Straight Path Wealth Management
Michigan
$1.05M -$2.12K -9 -0.2%
MAM
5137
Marquette Asset Management
Minnesota
$1.05M -$2M -8,505 -67%
PSB
5138
Passumpsic Savings Bank
Vermont
$1.04M +$148K +626 +18%
IDBONY
5139
Israel Discount Bank of New York
New York
$1.04M -$17.2K -73 -2%
S
5140
ShariaPortfolio
Florida
$1.04M +$47.1K +200 +5%
SAIG
5141
Semper Augustus Investments Group
Colorado
$1.04M – – –
PWS
5142
Precision Wealth Strategies
Missouri
$1.03M +$104K +443 +12%
MGWA
5143
Monument Group Wealth Advisors
Massachusetts
$1.03M -$474K -2,012 -33%
PM
5144
Penbrook Management
New York
$1.03M – – –
CLP
5145
Charis Legacy Partners
Texas
$1.03M +$965K +4,095 New
LL
5146
LPWM LLC
Minnesota
$1.02M -$5.89K -25 -0.6%
LWA
5147
LifeGoal Wealth Advisors
New York
$1.02M +$962K +4,080 New
AWMG
5148
ADG Wealth Management Group
Louisiana
$1.02M +$960K +4,075 New
DHC
5149
Drum Hill Capital
Connecticut
$1.02M +$960K +4,075 New
LAS
5150
Legacy Advisory Services
Pennsylvania
$1.02M -$107K -453 -10%
204 205
206
207 208