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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2826
Castleview Partners
Texas
$106K -$1.53K -16 -1%
MCA
2827
Maryland Capital Advisors
Maryland
$106K – – –
MWM
2828
MinichMacGregor Wealth Management
New York
$105K +$116K +1,211 New
HFM
2829
Harvest Fund Management
China
$105K -$294K -3,076 -72%
AFS
2830
Annapolis Financial Services
Maryland
$105K -$176K -1,844 -60%
PFA
2831
Pathway Financial Advisers
Indiana
$103K +$113K +1,186 New
JWM
2832
Janiczek Wealth Management
Colorado
$102K -$1.05K -11 -1%
RWMH
2833
Riverpoint Wealth Management Holdings
Illinois
$102K +$112K +1,172 New
ASBI
2834
American State Bank (Iowa)
Iowa
$101K -$450K -4,701 -80%
KC
2835
Kenfarb & Co
Kentucky
$101K +$38.3K +400 +53%
MS
2836
Marshall & Sullivan
Washington
$99.9K +$110K +1,150 New
RCG
2837
Rock Creek Group
District of Columbia
$95.9K -$77.8K -813 -42%
HWMA
2838
Heritage Wealth Management (Arizona)
Arizona
$94.9K +$39.3K +411 +60%
WWM
2839
Wolff Wiese Magana
California
$92.8K -$98.4K -1,029 -49%
CFG
2840
CKW Financial Group
Hawaii
$92K – – –
RA
2841
Rise Advisors
New York
$90.4K +$287 +3 +0.3%
NOI
2842
Newton One Investments
Delaware
$90.2K – – –
AW
2843
Avion Wealth
Texas
$90K – – –
BHWM
2844
Beaird Harris Wealth Management
Texas
$89.4K +$36.9K +386 +60%
IFAM
2845
Institutional & Family Asset Management
Colorado
$88K -$49.6K -519 -34%
JCP
2846
Jennifer C. Price
$86.9K – – –
AA
2847
AlphaMark Advisors
Kentucky
$86K +$12.3K +129 +15%
LWA
2848
Lowe Wealth Advisors
Maryland
$83.4K – – –
CCMI
2849
Creative Capital Management Investments
California
$83K +$91.8K +960 New
RWM
2850
Raffa Wealth Management
District of Columbia
$82.6K +$2.87K +30 +3%
112 113
114
115 116