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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2701
Invenio Wealth Partners
Florida
$582K +$51.4K +166 +11%
DWM
2702
Dechtman Wealth Management
Colorado
$581K +$78.4K +253 +18%
MC
2703
Matisse Capital
Oregon
$579K +$2.17K +7 +0.4%
PWA
2704
Providence Wealth Advisors
Illinois
$579K +$2.4M +7,736 +133%
TW
2705
Traveka Wealth
California
$579K +$517K +1,670 New
RMF
2706
Red Mountain Financial
Colorado
$575K +$514K +1,660 New
CCMI
2707
Creative Capital Management Investments
California
$575K – – –
PWA
2708
Primoris Wealth Advisors
Florida
$574K +$11.5K +37 +2%
PRI
2709
Prepared Retirement Institute
Pennsylvania
$573K +$513K +1,655 New
MS
2710
Madden Securities
Texas
$573K – – –
IPW
2711
Impact Partnership Wealth
Georgia
$569K -$45.2K -146 -8%
WFG
2712
Wills Financial Group
Virginia
$568K -$10.5K -34 -2%
CF
2713
Clarity Financial
Texas
$567K -$4.34K -14 -0.8%
FI
2714
Finivi Inc
Massachusetts
$567K +$507K +1,637 New
ET
2715
Entropy Technologies
New York
$567K +$507K +1,636 New
CPA
2716
Cardiff Park Advisors
California
$565K – – –
LWM
2717
LJI Wealth Management
Indiana
$565K +$6.81K +22 +1%
SFC
2718
SYM Financial Corp
Indiana
$563K +$37.2K +120 +8%
APG
2719
Abacus Planning Group
South Carolina
$563K +$21.4K +69 +4%
LP
2720
LGL Partners
Pennsylvania
$563K +$46.5K +150 +10%
OA
2721
Operose Advisors
Wisconsin
$562K -$112K -363 -18%
KA
2722
Kure Advisory
Minnesota
$562K -$26.3K -85 -5%
EWA
2723
Encompass Wealth Advisors
Oregon
$561K +$12.4K +40 +3%
PM
2724
Phraction Management
Connecticut
$561K +$8.05K +26 +2%
SC
2725
SRB Corp
Massachusetts
$559K +$43.4K +140 +10%
107 108
109
110 111