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Name Holding Trade Value Shares
Change 		Change in
Stake
NG
3001
NWK Group
California
$401K – – –
RFN
3002
Redwood Financial Network
Ohio
$401K -$60.2K -389 -13%
NWM
3003
Northwest Wealth Management
Iowa
$399K +$113K +729 +40%
4A
3004
4Wealth Advisors
Illinois
$398K -$438K -2,830 -52%
SMCM
3005
Sky-Mountain Capital Management
Idaho
$398K – – –
LG
3006
Leuthold Group
Minnesota
$397K – – –
MWP
3007
Madison Wealth Partners
Wisconsin
$397K +$1.24K +8 +0.3%
MWM
3008
MinichMacGregor Wealth Management
New York
$396K -$154K -993 -28%
HIW
3009
Holos Integrated Wealth
Pennsylvania
$396K – – –
TCM
3010
TD Capital Management
Tennessee
$396K +$465 +3 +0.1%
PCS
3011
Private Client Services
Kentucky
$396K -$64.7K -418 -14%
CA
3012
Clune & Associates
Illinois
$395K -$12.1K -78 -3%
BWFA
3013
Baltimore-Washington Financial Advisors
Maryland
$395K +$394K +2,544 New
BW
3014
Basepoint Wealth
Iowa
$393K +$3.1K +20 +0.8%
GPWM
3015
Grant Private Wealth Management
California
$393K -$2.38M -15,376 -86%
BDL
3016
Bey-Douglas LLC
Georgia
$393K +$392K +2,531 New
VCM
3017
Vivaldi Capital Management
Illinois
$393K +$34.1K +220 +10%
APM
3018
a16z Perennial Management
California
$393K +$392K +2,531 New
IW
3019
Instrumental Wealth
Florida
$393K +$55.8K +360 +16%
SA
3020
SRH Advisors
Kansas
$392K – – –
RIA
3021
Richwood Investment Advisors
Ohio
$392K -$155 -1 -0%
ZI
3022
ZEGA Investments
Florida
$392K -$465 -3 -0.1%
APW
3023
Acima Private Wealth
Virginia
$391K +$15.5K +100 +4%
TIM
3024
Total Investment Management
Arizona
$391K -$9.14K -59 -2%
TFM
3025
TFC Financial Management
Massachusetts
$389K +$8.36K +54 +2%
119 120
121
122 123