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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1776
Palumbo Wealth Management
New York
$1.03M -$44.5K -912 -4%
PRWA
1777
Platte River Wealth Advisors
Colorado
$1.03M – – –
JSW
1778
Journey Strategic Wealth
New Jersey
$1.03M +$106K +2,177 +12%
SMC
1779
Smith, Moore & Co
Missouri
$1.03M +$32.4K +663 +3%
DWM
1780
Destination Wealth Management
California
$1.03M +$88K +1,801 +10%
EWM
1781
Evermay Wealth Management
Virginia
$1.03M -$52.5K -1,075 -5%
IFWM
1782
Institute for Wealth Management
Colorado
$1.02M -$33K -675 -3%
AP
1783
Arlington Partners
Alabama
$1.02M -$53.2K -1,089 -5%
RG
1784
Renaissance Group
Kentucky
$1.02M -$91.5K -1,874 -9%
WIM
1785
Waycross Investment Management
Washington
$1.02M +$1.27K +26 +0.1%
RIG
1786
Renaissance Investment Group
Massachusetts
$1.02M -$56.9K -1,165 -6%
HWA
1787
Heartwood Wealth Advisors
Virginia
$1.02M +$953K +19,516 New
SCA
1788
Sage Capital Advisors
South Dakota
$1.02M +$977 +20 +0.1%
DCM
1789
DGS Capital Management
New Jersey
$1.02M +$68.7K +1,407 +8%
LIM
1790
Longfellow Investment Management
Massachusetts
$1.02M -$527K -10,782 -36%
QT
1791
Quantamental Technologies
New York
$1.02M +$458K +9,387 +93%
MC
1792
Maverick Capital
Texas
$1.02M -$1.28M -26,234 -57%
MCP
1793
Mirador Capital Partners
California
$1.02M -$117K -2,389 -11%
JWS
1794
Juncture Wealth Strategies
Arizona
$1.02M -$2.73K -56 -0.3%
ACA
1795
Atlas Capital Advisors
Wyoming
$1.02M – – –
TWP
1796
Tempus Wealth Planning
California
$1.01M +$165K +3,382 +21%
FWM
1797
Finer Wealth Management
Massachusetts
$1.01M +$73.4K +1,503 +8%
TCPWM
1798
Traverso Chambers Private Wealth Management
California
$1.01M -$4.1K -84 -0.4%
KFA
1799
Kapstone Financial Advisors
Ohio
$1.01M – – –
KFA
1800
Kelleher Financial Advisors
New York
$1.01M -$117K -2,401 -11%
70 71
72
73 74