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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
4101
Fiduciary Wealth Partners
Massachusetts
$1.89M -$434K -1,972 -18%
CWA
4102
Clarus Wealth Advisors
Arizona
$1.89M +$269K +1,221 +16%
MW
4103
Members Wealth
Pennsylvania
$1.89M +$83K +377 +5%
FGWP
4104
Founders Grove Wealth Partners
Virginia
$1.89M +$59.7K +271 +3%
KFA
4105
Kapstone Financial Advisors
Ohio
$1.89M +$204K +926 +11%
JFG
4106
Juno Financial Group
Virginia
$1.89M -$241K -1,094 -11%
MWM
4107
MOR Wealth Management
Pennsylvania
$1.89M -$48K -218 -2%
SCM
4108
Spreng Capital Management
Ohio
$1.88M -$10.3K -47 -0.5%
TCM
4109
Traub Capital Management
Massachusetts
$1.88M +$73.8K +335 +4%
MFA
4110
Morling Financial Advisors
California
$1.88M +$214K +974 +12%
GWM
4111
Greenline Wealth Management
Florida
$1.88M +$248K +1,125 +14%
TA
4112
TPG Advisors
Illinois
$1.87M -$2.42K -11 -0.1%
NS
4113
Northland Securities
Minnesota
$1.87M -$56.4K -256 -3%
JBI
4114
John Boyer Inc
Florida
$1.87M +$198K +899 +11%
PWM
4115
Parkway Wealth Management
Texas
$1.87M +$77.9K +354 +5%
CIM
4116
Caldwell Investment Management
Ontario, Canada
$1.87M – – –
EWA
4117
Emergent Wealth Advisors
New York
$1.87M +$292K +1,328 +17%
CP
4118
Creekside Partners
California
$1.87M – – –
SHFG
4119
S Harris Financial Group
Texas
$1.87M +$280K +1,271 +17%
FSAG
4120
Financial Solutions Advisory Group
Illinois
$1.87M +$1.97M +8,963 New
BFA
4121
Bill Few Associates
Pennsylvania
$1.87M -$256K -1,162 -11%
CA
4122
Clune & Associates
Illinois
$1.86M -$31.3K -142 -2%
SMG
4123
Smart Money Group
Texas
$1.86M -$13K -59 -0.7%
AIP
4124
Almanack Investment Partners
Pennsylvania
$1.86M -$27.5K -125 -1%
AGP
4125
Autumn Glory Partners
Texas
$1.86M +$234K +1,061 +13%
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