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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
2551
Professional Advisory Services
Florida
$544K – – –
TWP
2552
Tempus Wealth Planning
California
$544K -$335K -1,043 -37%
RWMH
2553
Riverpoint Wealth Management Holdings
Illinois
$543K +$3.22K +10 +0.6%
PWS
2554
Paragon Wealth Strategies
Florida
$543K -$6.11K -19 -1%
WCM
2555
Wealthcare Capital Management
Virginia
$543K -$101K -314 -15%
WA1
2556
Wimmer Associates 1
California
$542K -$49.2K -153 -8%
CCM
2557
Chilton Capital Management
Texas
$542K -$59.8K -186 -9%
AWA
2558
Alta Wealth Advisors
Massachusetts
$542K +$37.9K +118 +7%
PB
2559
Pinnacle Bancorp
Nebraska
$542K – – –
IPW
2560
Impact Partnership Wealth
Georgia
$541K +$140K +436 +32%
QCIG
2561
Quad-Cities Investment Group
Iowa
$540K – – –
BSI
2562
Bennett Selby Investments
Maine
$540K +$36.3K +113 +7%
MFWP
2563
Mosaic Family Wealth Partners
Missouri
$539K -$3.54K -11 -0.6%
KFA
2564
Kapstone Financial Advisors
Ohio
$538K – – –
SRC
2565
Sage Rhino Capital
California
$538K +$6.75K +21 +1%
LCM
2566
Lazari Capital Management
California
$537K -$22.8K -71 -4%
RFMS
2567
RWQ Financial Management Services
Florida
$537K -$5.55M -17,251 -91%
CIA
2568
Compass Ion Advisors
Pennsylvania
$537K +$571K +1,776 New
CCG
2569
Coastwise Capital Group
California
$536K +$116K +361 +26%
CG
2570
Clifford Group
Massachusetts
$536K -$171K -532 -23%
WFA
2571
WMG Financial Advisors
Tennessee
$536K +$6.11K +19 +1%
WA
2572
Wealthstream Advisors
New York
$536K +$16.1K +50 +3%
IGWM
2573
ICA Group Wealth Management
Colorado
$535K +$1.93K +6 +0.3%
PWMA
2574
Pension & Wealth Management Advisors
Massachusetts
$534K +$73.6K +229 +15%
PWM
2575
Prentice Wealth Management
New York
$528K +$1.29K +4 +0.2%
101 102
103
104 105