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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1026
Icon Wealth Advisors
Texas
$220K +$229K +69 New
TCP
1027
TMB Capital Partners
Arkansas
$217K -$9.97K -3 -4%
RWA
1028
Rooted Wealth Advisors
Illinois
$217K -$6.64K -2 -3%
TWP
1029
Tempus Wealth Planning
California
$217K – – –
IPW
1030
Inlet Private Wealth
Florida
$217K +$3.32K +1 +1%
AWA
1031
Acorn Wealth Advisors
Michigan
$217K +$9.97K +3 +5%
BW
1032
BIP Wealth
Georgia
$217K +$16.6K +5 +8%
PIA
1033
Perennial Investment Advisors
California
$214K +$16.6K +5 +8%
APWM
1034
Argonautica Private Wealth Management
Massachusetts
$214K – – –
LFA
1035
Legacy Financial Advisors
Kentucky
$212K -$46.5K -14 -18%
EW
1036
Elyxium Wealth
California
$211K +$219K +66 New
PSCM
1037
Per Stirling Capital Management
Texas
$211K +$3.32K +1 +2%
PPW
1038
Parcion Private Wealth
Washington
$211K +$219K +66 New
PS
1039
Principal Securities
Iowa
$211K +$219K +66 New
CFO
1040
Cambient Family Office
Michigan
$211K -$3.32K -1 -1%
NG
1041
Norden Group
Utah
$208K +$216K +65 New
CPC
1042
Congress Park Capital
New York
$208K +$216K +65 New
FIA
1043
Foundations Investment Advisors
Arizona
$208K -$19.9K -6 -8%
CCM
1044
Carderock Capital Management
Maryland
$208K – – –
TF
1045
Tompkins Financial
New York
$208K – – –
MCA
1046
Magnolia Capital Advisors
Mississippi
$205K – – –
VC
1047
Vicus Capital
Pennsylvania
$205K – – –
AP
1048
Anchyra Partners
Georgia
$205K +$213K +64 New
JWCA
1049
J.W. Cole Advisors
Florida
$205K +$213K +64 New
JF
1050
Jump Financial
Illinois
$201K -$296K -89 -59%
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