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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3001
Waterway Wealth Management
Texas
$5.41M -$14K -61 -0.3%
SEP
3002
Southland Equity Partners
Missouri
$5.4M +$96.1K +420 +2%
CWMGP
3003
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.4M +$362K +1,582 +7%
CSPIA
3004
Cary Street Partners Investment Advisory
Virginia
$5.4M +$645K +2,819 +14%
JAG
3005
Journey Advisory Group
Kentucky
$5.4M -$247K -1,079 -4%
OHWP
3006
Oak Harbor Wealth Partners
North Carolina
$5.4M +$48.3K +211 +0.9%
TWM
3007
Thrive Wealth Management
Pennsylvania
$5.37M +$104K +453 +2%
SJIM
3008
St. Johns Investment Management
Florida
$5.36M -$64.3K -281 -1%
BLC
3009
Blue Line Capital
Illinois
$5.36M +$5.31M +23,228 New
BFA
3010
Beacon Financial Advisory
Ohio
$5.36M +$10.8K +47 +0.2%
CWG
3011
Crown Wealth Group
North Carolina
$5.36M +$393K +1,719 +8%
WHCI
3012
W.H. Cornerstone Investments
Massachusetts
$5.33M -$64.1K -280 -1%
CGH
3013
CMG Global Holdings
Texas
$5.33M +$1.31M +5,722 +33%
LC
3014
Longitude (Cayman)
Cayman Islands
$5.33M +$5.28M +23,100 New
CCM
3015
CFO Capital Management
Connecticut
$5.33M +$5.28M +23,094 New
BB
3016
Burford Brothers
Texas
$5.32M -$7.32K -32 -0.1%
LI
3017
LHM Inc
Utah
$5.31M +$5.27M +23,026 New
RA
3018
RiverPark Advisors
New York
$5.31M +$617K +2,696 +13%
GTAM
3019
Global Trust Asset Management
Florida
$5.31M +$27.5K +120 +0.5%
AIM
3020
Aigen Investment Management
New York
$5.3M +$1.95M +8,541 +59%
MAM
3021
MWA Asset Management
Massachusetts
$5.28M +$7.32K +32 +0.1%
CWP
3022
Core Wealth Partners
California
$5.27M +$36.1K +158 +0.7%
CPIA
3023
Cornell Pochily Investment Advisors
New York
$5.25M -$8.24K -36 -0.2%
PWM
3024
Palacios Wealth Management
Florida
$5.25M -$572K -2,501 -10%
RPSA
3025
Richard P. Slaughter Associates
Texas
$5.24M -$74.1K -324 -1%
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