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Name Holding Trade Value Shares
Change 		Change in
Stake
IW
2476
Instrumental Wealth
Florida
$998K +$26.2K +64 +4%
OWMIAS
2477
One Wealth Management Investment & Advisory Services
Florida
$998K -$191K -467 -21%
AL
2478
ADE LLC
Maryland
$997K – – –
WRPWM
2479
Werba Rubin Papier Wealth Management
California
$995K +$98K +239 +16%
SW
2480
SkyOak Wealth
Michigan
$995K -$411K -1,003 -37%
GGA
2481
Granite Group Advisors
Connecticut
$993K +$16.4K +40 +2%
HCMG
2482
Howard Capital Management Group
California
$993K +$205K +500 +41%
WW
2483
Westshore Wealth
California
$990K +$27.1K +66 +4%
DI
2484
Decision Investments
California
$990K -$322K -785 -32%
NB
2485
NBH Bank
Colorado
$989K +$698K +1,702 New
MLCM
2486
M & L Capital Management
United Kingdom
$988K +$697K +1,700 New
TL
2487
Tradewinds LLC
North Carolina
$987K +$627K +1,530 New
SCM
2488
Saxony Capital Management
Missouri
$986K -$608K -1,484 -47%
BTWM
2489
Baker Tilly Wealth Management
Wisconsin
$986K +$228K +557 +49%
AA
2490
Auxano Advisors
Washington
$985K +$124K +303 +22%
CCG
2491
Coastwise Capital Group
California
$985K -$73.4K -179 -10%
ZIC
2492
ZWJ Investment Counsel
Georgia
$983K -$63.1K -154 -8%
IWP
2493
Invenio Wealth Partners
Florida
$983K -$13.5K -33 -2%
PTP
2494
Platform Technology Partners
New York
$979K -$52.5K -128 -7%
SFG
2495
Sunburst Financial Group
Alabama
$978K -$410 -1 -0.1%
PWP
2496
Parkwoods Wealth Partners
New York
$978K +$690K +1,684 New
FA
2497
Faithward Advisors
Pennsylvania
$977K +$104K +253 +18%
SFCL
2498
Strengthening Families & Communities LLC
Massachusetts
$975K +$9.84K +24 +1%
FC
2499
Financial Consulate
Maryland
$975K +$116K +283 +20%
NCTC
2500
New Covenant Trust Company
Indiana
$975K +$25.8K +63 +4%
98 99
100
101 102