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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2701
Northcape Wealth Management
New York
$593K +$80.3K +513 +17%
RWM
2702
Revisor Wealth Management
Ohio
$593K +$245K +1,567 +79%
CAAM
2703
Cornerstone Advisors Asset Management
Pennsylvania
$592K +$309K +1,974 +126%
AW
2704
Avion Wealth
Texas
$592K – – –
SWMP
2705
Signature Wealth Management Partners
New Jersey
$591K – – –
AGA
2706
Accuvest Global Advisors
Utah
$590K +$552K +3,525 New
CS
2707
Candriam SCA
Luxembourg
$590K +$77.2K +493 +16%
RW
2708
RVW Wealth
California
$589K +$66.5K +425 +14%
FFG
2709
Frisch Financial Group
New York
$589K +$95.6K +611 +21%
HWA
2710
HHM Wealth Advisors
Tennessee
$589K +$35.2K +225 +7%
EIG
2711
Ellenbecker Investment Group
Wisconsin
$589K +$3.91K +25 +0.7%
AWAU
2712
Alliance Wealth Advisors (Utah)
Utah
$588K +$119K +757 +27%
COCM
2713
Charter Oak Capital Management
New Hampshire
$588K +$8.77K +56 +2%
AWA
2714
AGH Wealth Advisors
Kansas
$587K -$6.89K -44 -1%
SAM
2715
Strive Asset Management
Ohio
$586K +$36.8K +235 +7%
HSG
2716
Helen Stephens Group
Texas
$586K +$2.35K +15 +0.4%
DMC
2717
Drexel Morgan & Co
Pennsylvania
$586K – – –
FC
2718
FCA Corp
Texas
$586K – – –
PMSA
2719
Patrick M. Sweeney & Associates
Illinois
$585K +$11.3K +72 +2%
CGA
2720
Crescent Grove Advisors
Illinois
$584K -$43K -275 -7%
MWM
2721
MGB Wealth Management
Texas
$584K – – –
SP
2722
Stonebrook Private
Michigan
$584K +$32.1K +205 +6%
TAM
2723
TCP Asset Management
Ohio
$584K +$4.7K +30 +0.9%
S
2724
Sunpointe
Missouri
$583K -$33.3K -213 -6%
WA
2725
Wealthstar Advisors
Texas
$582K +$157 +1 +0%
107 108
109
110 111