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Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
1801
San Luis Wealth Advisors
California
$1.01M +$1.77K +36 +0.2%
RMDI
1802
R.M. Davis Inc
Maine
$1.01M -$173K -3,527 -15%
FCB
1803
First Command Bank
Texas
$1.01M +$81.4K +1,654 +9%
FCFS
1804
First Command Financial Services
Texas
$1.01M +$81.4K +1,654 +9%
ECG
1805
Edge Capital Group
Georgia
$1.01M +$69.9K +1,422 +8%
CHP
1806
Cable Hill Partners
Oregon
$1.01M -$122K -2,482 -11%
WIM
1807
Waycross Investment Management
Washington
$1.01M -$3.84K -78 -0.4%
JSW
1808
Journey Strategic Wealth
New Jersey
$1.01M -$9.15K -186 -0.9%
ACA
1809
Atlas Capital Advisors
Wyoming
$1.01M – – –
LCGC
1810
Legacy Capital Group California
California
$1.01M +$135K +2,749 +16%
WDC
1811
Woodward Diversified Capital
California
$1.01M -$27.1K -551 -3%
WA
1812
Waverly Advisors
Alabama
$1M +$594K +12,074 +164%
JA
1813
JLB & Associates
Michigan
$1M +$413K +8,387 +76%
HF
1814
HRT Financial
New York
$1M +$954K +19,386 New
KFA
1815
Kelleher Financial Advisors
New York
$1M +$295 +6 +0%
TWM
1816
Thrive Wealth Management
Pennsylvania
$1,000K +$59.9K +1,217 +7%
TIA
1817
Tiemann Investment Advisors
California
$999K +$3.44K +70 +0.4%
DA
1818
Doliver Advisors
Texas
$997K -$25.1K -510 -3%
FWM
1819
Finer Wealth Management
Massachusetts
$997K -$7.33K -149 -0.8%
OWA
1820
Outlook Wealth Advisors
Texas
$995K +$99.3K +2,018 +12%
FFA
1821
Founders Financial Alliance
North Carolina
$994K +$72.6K +1,476 +8%
WPA
1822
West Paces Advisors
Georgia
$993K -$39.8K -810 -4%
NCM
1823
Northside Capital Management
Oregon
$993K – – –
FW
1824
FirstPurpose Wealth
Utah
$990K +$21.1K +429 +2%
FI
1825
Financial Insights
Washington
$989K +$211K +4,288 +29%
71 72
73
74 75