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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1376
Red Door Wealth Management
Tennessee
$381K +$1.25K +14 +0.4%
OWCM
1377
One Wealth Capital Management
Arizona
$380K +$328K +3,677 New
CGA
1378
Crescent Grove Advisors
Illinois
$380K -$137K -1,530 -29%
WA
1379
Waddell & Associates
Tennessee
$379K +$1.78K +20 +0.5%
CFO
1380
CVA Family Office
Colorado
$377K +$12.3K +138 +4%
BMWM
1381
Brown Miller Wealth Management
Virginia
$376K -$34K -381 -9%
PC
1382
PCB Capital
New Jersey
$375K +$9.37K +105 +3%
DWM
1383
Defined Wealth Management
Oregon
$374K +$2.05K +23 +0.6%
CA
1384
Carson Advisory
Georgia
$374K -$156K -1,750 -33%
SB
1385
Sunflower Bank
Texas
$373K +$4.2K +47 +1%
IFU
1386
iSAM Funds (UK)
United Kingdom
$372K +$321K +3,600 New
SVWAG
1387
Sound View Wealth Advisors Group
Georgia
$372K +$38.4K +430 +14%
CWM
1388
Cadence Wealth Management
Massachusetts
$370K -$1.78K -20 -0.6%
VC
1389
Vicus Capital
Pennsylvania
$369K -$13.8K -155 -4%
NL
1390
NWAM LLC
Washington
$364K +$37.5K +420 +14%
SIM
1391
Stratos Investment Management
Ohio
$364K +$11.2K +126 +4%
APP
1392
Avantax Planning Partners
Iowa
$364K +$47.8K +536 +18%
WP
1393
Westmount Partners
California
$363K -$1.7K -19 -0.5%
LWM
1394
Lyell Wealth Management
California
$363K – – –
WWM
1395
Western Wealth Management
Colorado
$363K -$357 -4 -0.1%
JFGLC
1396
Johnson Financial Group LLC (Colorado)
Colorado
$363K +$313K +3,507 New
ASBI
1397
American State Bank (Iowa)
Iowa
$362K -$383K -4,290 -55%
CA
1398
CoreCap Advisors
Michigan
$360K +$12.4K +139 +4%
RFA
1399
Register Financial Advisors
Georgia
$360K +$446 +5 +0.1%
OL
1400
OneFund LLC
Florida
$359K -$1.34K -15 -0.4%
54 55
56
57 58