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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2101
Summitry LLC
California
$625K +$149K +475 +40%
SAW
2102
Signal Advisors Wealth
Michigan
$625K +$190K +607 +57%
UWPG
2103
Ullmann Wealth Partners Group
Florida
$623K +$46K +147 +10%
AWAP
2104
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$622K – – –
WIM
2105
Warwick Investment Management
Texas
$621K +$31.3K +100 +6%
A
2106
Argentarii
Ohio
$621K +$136K +435 +35%
TW
2107
Traveka Wealth
California
$618K +$313 +1 +0.1%
CFA
2108
Collaborative Fund Advisors
Nevada
$618K +$518K +1,654 New
EPW
2109
Endeavor Private Wealth
Kansas
$616K +$53.2K +170 +11%
SAM
2110
Simplify Asset Management
Nevada
$614K -$7.51K -24 -1%
AWAU
2111
Alliance Wealth Advisors (Utah)
Utah
$614K +$514K +1,642 New
MWA
2112
Medallion Wealth Advisors
Connecticut
$613K -$60.1K -192 -10%
OC
2113
Optima Capital
Oregon
$613K -$4.07K -13 -0.8%
VCM
2114
Virtue Capital Management
Tennessee
$613K -$2.02M -6,458 -80%
EIP
2115
Easterly Investment Partners
Massachusetts
$612K – – –
HFAS
2116
Hummer Financial Advisory Services
Illinois
$611K – – –
TWM
2117
Topsail Wealth Management
North Carolina
$611K +$8.14K +26 +2%
CWM
2118
Chemistry Wealth Management
New York
$610K – – –
FFO
2119
Fiduciary Family Office
Florida
$610K +$8.45K +27 +2%
BWP
2120
Balboa Wealth Partners
Arizona
$609K -$18.8K -60 -4%
KAM
2121
KEB Asset Management
Illinois
$609K -$14.1K -45 -3%
BHWA
2122
Beacon Harbor Wealth Advisors
Virginia
$608K +$313 +1 +0.1%
LWM
2123
LeConte Wealth Management
Tennessee
$607K +$48.8K +156 +11%
TB
2124
Terril Brothers
Missouri
$607K -$9.39K -30 -2%
EGWAG
2125
Elwood & Goetz Wealth Advisory Group
Georgia
$607K +$32.2K +103 +7%
83 84
85
86 87