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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
2276
Alliance Wealth Management Group
New Jersey
$629K +$207K +3,034 +49%
IWM
2277
Integris Wealth Management
California
$628K +$886 +13 +0.1%
NME
2278
Notis-McConarty Edward
$624K – – –
BBI
2279
Baxter Bros Inc
Connecticut
$623K -$12.3K -180 -2%
SDAM
2280
Shulman DeMeo Asset Management
New York
$623K -$1.64K -24 -0.3%
AWA
2281
Acorn Wealth Advisors
Michigan
$623K +$12.5K +184 +2%
CWMK
2282
Caliber Wealth Management (Kansas)
Kansas
$623K -$22.4K -328 -3%
CA
2283
Cornerstone Advisory
Maryland
$621K +$20.5K +301 +3%
GLF
2284
Groupe la Francaise
France
$620K +$124K +1,825 +22%
PMSA
2285
Patrick M. Sweeney & Associates
Illinois
$620K +$25.2K +370 +4%
RWMG
2286
Redwood Wealth Management Group
New Jersey
$620K -$56.2K -825 -8%
PPW
2287
Pasadena Private Wealth
California
$619K – – –
CWP
2288
CFM Wealth Partners
Texas
$619K +$79.5K +1,167 +15%
BWP
2289
Balboa Wealth Partners
Arizona
$619K -$7.36K -108 -1%
HFS
2290
Howard Financial Services
Texas
$619K +$5.04K +74 +0.8%
OHWA
2291
Oak Hill Wealth Advisors
Virginia
$617K -$3K -44 -0.5%
WAG
2292
Winthrop Advisory Group
Massachusetts
$615K -$28.3K -415 -4%
FWI
2293
Facet Wealth Inc
Maryland
$614K +$182K +2,673 +42%
EWM
2294
Edge Wealth Management
New York
$612K +$9.27K +136 +2%
TIM
2295
Tortoise Investment Management
New York
$611K +$6.61K +97 +1%
RWP
2296
Revolve Wealth Partners
New Jersey
$610K -$20.2K -296 -3%
CBT
2297
CoreFirst Bank & Trust
Kansas
$609K -$29K -426 -5%
MTWM
2298
Masso Torrence Wealth Management
New Jersey
$607K -$226K -3,311 -27%
QP
2299
Quilter Plc
United Kingdom
$607K -$41.2K -604 -6%
EWA
2300
Encompass Wealth Advisors
Oregon
$607K +$1.23K +18 +0.2%
90 91
92
93 94