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Name Holding Trade Value Shares
Change 		Change in
Stake
WSA
3626
Wealth Science Advisors
Georgia
$2.84M – – –
RFW
3627
Rainier Family Wealth
Washington
$2.84M +$509K +2,310 +20%
PFA
3628
Pinnacle Family Advisors
Missouri
$2.84M -$233K -1,056 -7%
LFIA
3629
Legacy Financial Independent Advisors
Kentucky
$2.84M +$3M +13,636 New
SIS
3630
Strategic Investment Solutions
Illinois
$2.84M +$393K +1,785 +16%
WLPWM
3631
Walled Lake Planning & Wealth Management
Illinois
$2.84M +$22K +100 +0.7%
EPI
3632
Eddie Patel Inc
Illinois
$2.84M +$562K +2,551 +23%
AWA
3633
AGH Wealth Advisors
Kansas
$2.83M +$78.4K +356 +3%
WMWM
3634
Whitaker-Myers Wealth Managers
Ohio
$2.83M +$663K +3,013 +28%
NG
3635
Novem Group
New York
$2.83M +$253K +1,150 +9%
BW
3636
BostonPremier Wealth
Massachusetts
$2.83M -$145K -657 -5%
NLP
3637
Next Level Private
New York
$2.83M +$501K +2,275 +20%
TF
3638
TLWM Financial
Texas
$2.82M +$148K +671 +5%
NL
3639
Navalign LLC
California
$2.82M +$44.5K +202 +2%
WSFG
3640
Wall Street Financial Group
Illinois
$2.82M +$2.98M +13,550 New
LI
3641
LVZ Inc
Michigan
$2.82M +$5.95K +27 +0.2%
CFG
3642
Chapman Financial Group
Hawaii
$2.81M -$5.06K -23 -0.2%
QA
3643
Quattro Advisors
Pennsylvania
$2.81M +$192K +872 +7%
WCP
3644
Wick Capital Partners
Pennsylvania
$2.81M -$125K -568 -4%
SLFPAM
3645
St. Louis Financial Planners Asset Management
Missouri
$2.81M +$169K +766 +6%
FAFN
3646
First Affirmative Financial Network
Colorado
$2.8M +$2.96M +13,459 New
SP
3647
SWS Partners
Ohio
$2.8M -$135K -611 -4%
PMG
3648
Private Management Group
California
$2.8M +$31.9K +145 +1%
IAS
3649
Integrity Advisory Solutions
Texas
$2.79M +$164K +747 +6%
EM
3650
Excalibur Management
Massachusetts
$2.79M +$1.1K +5 +0%
144 145
146
147 148