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Name Holding Trade Value Shares
Change 		Change in
Stake
AFWM
2551
AMJ Financial Wealth Management
Virginia
$861K – – –
NAMM
2552
NorthStar Asset Management (Massachusetts)
Massachusetts
$859K -$102K -976 -12%
IWN
2553
Independent Wealth Network
Iowa
$858K +$5.12K +49 +0.7%
CI
2554
Cherokee Insurance
Michigan
$857K – – –
CCP
2555
Cushing Capital Partners
Wisconsin
$857K -$21.8K -208 -3%
CWM
2556
Cranbrook Wealth Management
Michigan
$857K – – –
RCG
2557
Regatta Capital Group
California
$857K +$93.9K +898 +14%
GAM
2558
GEM Asset Management
Michigan
$856K +$1.25K +12 +0.2%
FWP
2559
Falcon Wealth Planning
California
$856K -$25K -239 -3%
SDWIA
2560
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$855K -$9.1K -87 -1%
DA
2561
Doliver Advisors
Texas
$854K -$357K -3,412 -32%
RFW
2562
Rainier Family Wealth
Washington
$854K +$30K +287 +4%
ATFA
2563
All Terrain Financial Advisors
Minnesota
$852K -$43.9K -420 -5%
FBB
2564
Fulton Breakefield Broenniman
Maryland
$849K -$252K -2,409 -25%
PCA
2565
Providence Capital Advisors
North Carolina
$848K -$9.53M -91,117 -93%
GPW
2566
Gentry Private Wealth
Kansas
$848K -$42.9K -410 -5%
SRCM
2567
Signature Resources Capital Management
California
$847K +$225K +2,149 +42%
CAWM
2568
Capital Advisors Wealth Management
Washington
$846K +$732 +7 +0.1%
WP
2569
Westmount Partners
California
$845K -$2.72K -26 -0.4%
VA
2570
Veratis Advisors
North Carolina
$845K +$752K +7,191 New
HWA
2571
Heartwood Wealth Advisors
Virginia
$844K +$1.05K +10 +0.1%
SMWM
2572
Silvia McColl Wealth Management
California
$843K -$20.9K -200 -3%
PTC
2573
Philadelphia Trust Company
Pennsylvania
$843K – – –
IAS
2574
Integrity Advisory Solutions
Texas
$842K +$58.7K +561 +8%
LCWP
2575
Legacy Capital Wealth Partners
Arkansas
$840K -$7.74K -74 -1%
101 102
103
104 105