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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2801
TCP Asset Management
Ohio
$671K +$474K +1,155 New
AWA
2802
Acorn Wealth Advisors
Michigan
$670K -$3.69K -9 -0.8%
BHIA
2803
Birch Hill Investment Advisors
Massachusetts
$669K -$34.8K -85 -7%
KW
2804
Keyvantage Wealth
Pennsylvania
$667K +$471K +1,148 New
RCM
2805
Requisite Capital Management
Texas
$666K +$41K +100 +10%
SWM
2806
StoneCrest Wealth Management
Arizona
$663K -$68.9K -168 -13%
AWM
2807
Alterna Wealth Management
Texas
$662K +$51.2K +125 +12%
AWM
2808
Able Wealth Management
New Jersey
$662K +$467K +1,140 New
SWP
2809
Significant Wealth Partners
Illinois
$661K -$39.8K -97 -8%
PG
2810
Prostatis Group
Maryland
$660K +$466K +1,137 New
SFC
2811
Strategic Financial Concepts
Texas
$660K -$121K -296 -21%
AIS
2812
American Investment Services
Massachusetts
$660K – – –
FTA
2813
Financial & Tax Architects
Missouri
$657K -$10.7K -26 -2%
GWM
2814
Gilpin Wealth Management
Colorado
$657K – – –
DMBA
2815
Deseret Mutual Benefit Administrators
Utah
$657K -$220K -537 -32%
TDC
2816
Thompson Davis & Co
Virginia
$656K +$463K +1,130 New
PCA
2817
Peddock Capital Advisors
Massachusetts
$656K +$7.38K +18 +2%
SF
2818
Slagle Financial
Illinois
$655K -$2.87K -7 -0.6%
GC
2819
Garde Capital
Washington
$654K +$6.97K +17 +2%
FH
2820
Financial Harvest
Florida
$654K +$20.5K +50 +5%
BC
2821
Burnham & Co
Michigan
$654K +$461K +1,125 New
KW
2822
KWB Wealth
California
$652K +$18.9K +46 +4%
CCA
2823
Clearwater Capital Advisors
Illinois
$652K +$4.92K +12 +1%
BAMG
2824
Brand Asset Management Group
Missouri
$651K +$460K +1,121 New
SWM
2825
Stockman Wealth Management
Montana
$651K -$820 -2 -0.2%
111 112
113
114 115