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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
5226
Manuka Financial
Virginia
$703K -$63K -279 -9%
RIM
5227
Rakuten Investment Management
Japan
$703K +$6.52M +28,868 New
PA
5228
Prossimo Advisors
California
$702K -$6.72M -29,727 -92%
MWA
5229
Merkkuri Wealth Advisors
New York
$701K -$10.6K -47 -2%
CFS
5230
Coordinated Financial Services
Colorado
$697K +$8.13K +36 +1%
TWM
5231
Tanglewood Wealth Management
Texas
$695K – – –
A
5232
AlphaQuest
New York
$695K +$617K +2,731 New
MAWAG
5233
Mid-American Wealth Advisory Group
Missouri
$693K -$446K -1,976 -42%
MWP
5234
Momentum Wealth Planning
Florida
$692K -$83.8K -371 -12%
ICM
5235
Innovator Capital Management
Illinois
$684K -$408K -1,806 -40%
RC
5236
RBO & Co
California
$680K – – –
GWM
5237
Global Wealth Management
New Jersey
$677K +$678 +3 +0.1%
MWM
5238
Magnolia Wealth Management
Alabama
$677K -$93.8K -415 -14%
CCA
5239
Cravens & Co Advisors
Tennessee
$677K +$452 +2 +0.1%
Q1WB
5240
Quest 10 Wealth Builders
Virginia
$676K -$29.1K -129 -5%
LRWM
5241
Lord & Richards Wealth Management
Colorado
$673K -$104K -460 -15%
SVWA
5242
Sarver Vrooman Wealth Advisors
Missouri
$672K – – –
TCM
5243
Twele Capital Management
Minnesota
$672K +$226 +1 +0%
IDBONY
5244
Israel Discount Bank of New York
New York
$668K -$19.2K -85 -3%
QHA
5245
Quarry Hill Advisors
Minnesota
$667K -$108K -478 -15%
BI
5246
Berkeley Inc
Idaho
$666K -$3.16K -14 -0.5%
VH
5247
Visionary Horizons
Tennessee
$666K -$115K -510 -16%
AAG
5248
Avalon Advisory Group
Pennsylvania
$665K -$3.39K -15 -0.6%
TCTWM
5249
Three Cord True Wealth Management
Pennsylvania
$665K -$16K -71 -3%
PWS
5250
Peloton Wealth Strategists
Indiana
$664K -$16.7K -74 -3%
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210
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