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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
3651
Financial Insights
Washington
$3.11M +$49.9K +218 +2%
GWA
3652
Gratus Wealth Advisors
Virginia
$3.11M +$68.9K +301 +2%
CAL
3653
Capital Advisors Ltd
Ohio
$3.1M – – –
PWM
3654
Proathlete Wealth Management
Florida
$3.1M +$69.8K +305 +2%
CPWL
3655
Coquina Private Wealth LLC
Florida
$3.1M +$3.07M +13,436 New
IF
3656
IRON Financial
Illinois
$3.1M -$125K -547 -4%
4WM
3657
49 Wealth Management
Texas
$3.1M +$493K +2,156 +19%
EM
3658
Excalibur Management
Massachusetts
$3.09M -$130K -568 -4%
SA
3659
SPWM Advisors
Michigan
$3.09M +$3.06M +13,394 New
GIM
3660
Gold Investment Management
Alberta, Canada
$3.09M – – –
NL
3661
Navalign LLC
California
$3.08M +$10.1K +44 +0.3%
MPWS
3662
McCarter Private Wealth Services
Massachusetts
$3.08M +$398K +1,739 +15%
FPB
3663
First PREMIER Bank
South Dakota
$3.07M -$92.4K -404 -3%
JTWM
3664
Jackson Thornton Wealth Management
Alabama
$3.07M +$625K +2,732 +27%
AIC
3665
Archer Investment Corporation
Indiana
$3.07M -$16.5K -72 -0.5%
PMG
3666
Private Management Group
California
$3.06M +$17.2K +75 +0.6%
CG
3667
Clifford Group
Massachusetts
$3.06M -$38.9K -170 -1%
AFG
3668
Allegheny Financial Group
Pennsylvania
$3.06M -$91.1K -398 -3%
GWAG
3669
Garrett Wealth Advisory Group
Texas
$3.06M +$30.7K +134 +1%
AWA
3670
AGH Wealth Advisors
Kansas
$3.06M -$293K -1,279 -9%
TFA
3671
Trinity Financial Advisors
Ohio
$3.06M -$202K -882 -6%
APW
3672
Aurora Private Wealth
New Jersey
$3.05M +$3.03M +13,229 New
SM
3673
Sweeney & Michel
California
$3.05M +$117K +510 +4%
WCM
3674
Winthrop Capital Management
Indiana
$3.05M +$3.02M +13,213 New
PHIMC
3675
Private Harbour Investment Management & Counsel
Ohio
$3.05M -$10.1K -44 -0.3%
145 146
147
148 149