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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1601
Gold Investment Management
Alberta, Canada
$1.12M – – –
LWL
1602
Leo Wealth LLC
Texas
$1.12M +$513K +2,284 +78%
WLG
1603
Williamson Legacy Group
Indiana
$1.12M +$1.17M +5,219 New
SB
1604
SIG Brokerage
New York
$1.12M +$1.17M +5,218 New
MWM
1605
Modera Wealth Management
New Jersey
$1.11M +$95.9K +427 +9%
HOWA
1606
Heritage Oak Wealth Advisors
Florida
$1.11M +$1.16M +5,185 New
UWPG
1607
Ullmann Wealth Partners Group
Florida
$1.11M -$5.39K -24 -0.6%
UB
1608
Umpqua Bank
Oregon
$1.1M -$79.7K -355 -6%
MCM
1609
Marathon Capital Management
Maryland
$1.1M – – –
RC
1610
Roundview Capital
New Jersey
$1.1M +$34.8K +155 +3%
SCM
1611
SCS Capital Management
Massachusetts
$1.1M -$185K -822 -14%
PFT
1612
Providence First Trust
Arizona
$1.1M +$187K +832 +19%
PK
1613
Pflug Koory
Nebraska
$1.1M -$13K -58 -1%
RL
1614
Retireful LLC
Michigan
$1.1M +$242K +1,076 +27%
RWMG
1615
Redwood Wealth Management Group
New Jersey
$1.09M +$14.8K +66 +1%
AAA
1616
American Alpha Advisors
New York
$1.09M +$15.7K +70 +1%
LWM
1617
Lionshead Wealth Management
New York
$1.09M +$6.06K +27 +0.5%
WWM
1618
Westwood Wealth Management
California
$1.09M +$251K +1,116 +28%
FMP
1619
Financial Management Professionals
Texas
$1.09M -$110K -489 -9%
PWS
1620
Proactive Wealth Strategies
Georgia
$1.09M +$36.2K +161 +3%
ELI
1621
Empire Life Investments
Ontario, Canada
$1.08M -$125K -555 -10%
AOWM
1622
Alpha Omega Wealth Management
Virginia
$1.08M +$14.2K +63 +1%
RSC
1623
Red Spruce Capital
Pennsylvania
$1.08M – – –
ACC
1624
Acorn Creek Capital
Colorado
$1.08M -$91.4K -407 -7%
AW
1625
Alchemi Wealth
Connecticut
$1.08M +$1.13M +5,026 New
63 64
65
66 67