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Name Holding Trade Value Shares
Change 		Change in
Stake
V
2151
ViaWealth
Kansas
$915K – – –
PWMG
2152
Prestige Wealth Management Group
New Jersey
$915K -$19.1K -244 -2%
RWA
2153
River Wealth Advisors
Pennsylvania
$915K +$18K +230 +2%
GCM
2154
Gallacher Capital Management
Colorado
$911K +$21.7K +277 +2%
FH
2155
FWG Holdings
Florida
$907K -$81.8K -1,045 -8%
JCIA
2156
Jackson Creek Investment Advisors
Colorado
$905K -$11.9K -152 -1%
FFM
2157
Forum Financial Management
Illinois
$904K -$3.04M -38,847 -77%
CWA
2158
Centennial Wealth Advisory
Michigan
$903K +$40.2K +514 +5%
LI
2159
LVZ Inc
Michigan
$899K -$15K -191 -2%
WRPWM
2160
Werba Rubin Papier Wealth Management
California
$899K +$74.3K +949 +9%
APG
2161
Abacus Planning Group
South Carolina
$899K +$39.1K +499 +5%
PFP
2162
Paragon Financial Partners
California
$898K – – –
QC
2163
Quadrature Capital
United Kingdom
$897K +$905K +11,566 New
PGAM
2164
Princeton Global Asset Management
New Jersey
$897K -$398K -5,084 -31%
AFW
2165
Avantra Family Wealth
Pennsylvania
$897K -$239K -3,047 -21%
MCM
2166
Mengis Capital Management
Oregon
$896K – – –
AMM
2167
American Money Management
California
$894K -$37.3K -476 -4%
GWM
2168
Gilpin Wealth Management
Colorado
$893K -$19.9K -254 -2%
SCA
2169
Sulzberger Capital Advisors
Florida
$891K +$235 +3 +0%
JRPIM
2170
Journey Retirement Planning & Investment Management
Idaho
$890K -$2.27M -28,947 -72%
CA
2171
CWC Advisors
Oregon
$888K -$4.07K -52 -0.5%
SAM
2172
S.A. Mason
Michigan
$888K -$313 -4 -0%
PWM
2173
Prentice Wealth Management
New York
$887K -$11.8K -151 -1%
GWS
2174
Greykasell Wealth Strategies
California
$886K +$11.4K +145 +1%
HFS
2175
Howard Financial Services
Texas
$885K +$58.7K +750 +7%
85 86
87
88 89