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Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1476
McKinley Carter Wealth Services
West Virginia
$30.7M -$2.57M -9,882 -8%
KP
1477
Keel Point
Alabama
$30.6M -$5.6M -21,530 -15%
BOPW
1478
Brandywine Oak Private Wealth
Pennsylvania
$30.6M -$457K -1,756 -1%
AMM
1479
American Money Management
California
$30.6M -$511K -1,962 -2%
RC
1480
RBF Capital
California
$30.5M – – –
PA
1481
Proem Advisors
Texas
$30.5M +$31.2M +120,000 New
WRPWM
1482
Werba Rubin Papier Wealth Management
California
$30.4M +$31.2M +119,898 New
IFS
1483
Integrated Financial Solutions
Virginia
$30.4M +$773K +2,970 +3%
RWM
1484
RKL Wealth Management
Pennsylvania
$30.4M -$1.5M -5,763 -5%
SB
1485
Strategic Blueprint
Georgia
$30.4M +$290K +1,114 +0.9%
AA
1486
Armis Advisers
Georgia
$30.4M +$5.8M +22,276 +28%
AHB
1487
Abner Herrman & Brock
New Jersey
$30.3M +$173K +666 +0.6%
CG
1488
CFO4Life Group
Texas
$30.3M -$1.39M -5,350 -4%
QFA
1489
Quantum Financial Advisors
California
$30.3M +$264K +1,015 +0.9%
IFWM
1490
Institute for Wealth Management
Colorado
$30.3M -$818K -3,142 -3%
BAM
1491
BOCHK Asset Management
Hong Kong
$30.3M +$25.6M +98,250 +467%
LWL
1492
Leo Wealth LLC
Texas
$30.3M -$1.28M -4,930 -4%
OL
1493
one8zero8 LLC
North Carolina
$30.2M -$393K -1,510 -1%
FWTB
1494
First Western Trust Bank
Colorado
$30.2M +$449K +1,726 +1%
CT
1495
Chicago Trust
Illinois
$30.1M -$1.27M -4,883 -4%
DA
1496
Denali Advisors
California
$30.1M +$48.9K +188 +0.2%
TWM
1497
TriaGen Wealth Management
California
$30.1M -$13.8M -53,122 -31%
AF
1498
Advisornet Financial
Minnesota
$30M -$487K -1,872 -2%
JJBC
1499
James J. Burns & Company
New York
$29.9M +$118K +453 +0.4%
IWA
1500
IBEX Wealth Advisors
New Jersey
$29.9M +$1.09M +4,181 +4%
58 59
60
61 62