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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1901
IAG Wealth Partners
Wisconsin
$42.4K – – –
FC
1902
Fairscale Capital
New Hampshire
$42.4K – – –
MFP
1903
Meramec Financial Planners
Missouri
$42.4K +$41.6K +622 New
TM
1904
Torren Management
California
$41.4K +$40.9K +612 New
RTL
1905
Red Tortoise LLC
Georgia
$40.5K – – –
1CP
1906
1015 Capital Partners
Pennsylvania
$38.8K +$38.4K +574 New
RWM
1907
RMG Wealth Management
Wisconsin
$38.5K +$31.6K +472 +1,180%
SC
1908
SouthState Corp
Florida
$37K -$8.69K -130 -19%
AIM
1909
Anchor Investment Management
South Carolina
$36.2K – – –
RWM
1910
Rialto Wealth Management
New York
$35.8K -$25.7K -384 -42%
HHMI
1911
Howard Hughes Medical Institute
Maryland
$35.5K +$134 +2 +0.4%
LFASL
1912
Lugano Financial Advisors SA (LFA)
Switzerland
$35.1K – – –
BW
1913
Bravera Wealth
North Dakota
$34.9K +$34.5K +516 New
BBPWM
1914
Blue Bell Private Wealth Management
Pennsylvania
$34.7K +$7.09K +106 +26%
DF
1915
Dunhill Financial
United Kingdom
$34.2K +$1.47K +22 +5%
KG
1916
Kilter Group
New York
$34.1K – – –
LWANC
1917
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.1K +$33.7K +504 New
HWP
1918
Highline Wealth Partners
California
$34.1K +$1.07K +16 +3%
OPTFSNA
1919
Old Point Trust & Financial Services N A
Virginia
$33.5K +$33.2K +496 New
MW
1920
Merited Wealth
Florida
$32.8K +$32.5K +486 New
WG
1921
Wellington Group
Indiana
$32.7K +$32.4K +484 New
CWM
1922
Copia Wealth Management
Oregon
$32.4K – – –
EPIME
1923
Evelyn Partners Investment Management (Europe)
$31.6K +$7.36K +110 +31%
CFM
1924
Cornerstone Financial Management
Massachusetts
$30.5K +$30.2K +452 New
AWM
1925
Abound Wealth Management
Tennessee
$30K +$669 +10 +2%
75 76
77
78 79