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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
3476
Heritage Wealth Partners
Ohio
$2.87M +$101K +494 +4%
AWM
3477
Aprio Wealth Management
Georgia
$2.87M +$540K +2,641 +25%
CG
3478
Cynosure Group
Utah
$2.86M -$1.39M -6,806 -34%
WAM
3479
WealthTrust Asset Management
Florida
$2.86M -$82.2K -402 -3%
GWA
3480
Gratus Wealth Advisors
Virginia
$2.85M -$61K -298 -2%
SWM
3481
Shepherd Wealth Management
Ohio
$2.84M +$2.65M +12,965 New
WC
3482
Wynn Capital
Georgia
$2.84M +$48.3K +236 +2%
LWM
3483
LJI Wealth Management
Indiana
$2.84M -$216K -1,055 -8%
SLFPAM
3484
St. Louis Financial Planners Asset Management
Missouri
$2.84M +$2.65M +12,937 New
MPW
3485
Monterey Private Wealth
California
$2.84M +$123K +601 +5%
LCG
3486
Lakeshore Capital Group
Illinois
$2.84M +$2.64M +12,928 New
ODG
3487
O'Dell Group
Ohio
$2.83M -$223K -1,091 -8%
KCIC
3488
Kuhn & Co Investment Counsel
Illinois
$2.83M +$14.5K +71 +0.6%
WW
3489
Windle Wealth
Oklahoma
$2.83M +$164K +800 +7%
PWM
3490
Proathlete Wealth Management
Florida
$2.82M +$10.4K +51 +0.4%
FI
3491
FWG Investments
Kentucky
$2.82M +$2.86K +14 +0.1%
BPW
3492
Bingham Private Wealth
California
$2.81M +$2.62M +12,829 New
NG
3493
Novem Group
New York
$2.81M +$2.62M +12,829 New
JCFM
3494
JBR Co Financial Management
Oklahoma
$2.81M +$160K +782 +7%
CAGAS
3495
Capital Advisory Group Advisory Services
Minnesota
$2.81M +$103K +503 +4%
VW
3496
Vance Wealth
California
$2.81M -$132K -643 -5%
BWP
3497
Barlow Wealth Partners
Kentucky
$2.81M +$18.2K +89 +0.7%
AWM
3498
Austin Wealth Management
Texas
$2.8M +$132K +647 +6%
GWA
3499
Geometric Wealth Advisors
District of Columbia
$2.8M +$17.6K +86 +0.7%
DQRIM
3500
Dale Q Rice Investment Management
Washington
$2.8M +$2.61M +12,760 New
138 139
140
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