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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3001
WFA Asset Management
Wisconsin
$535K +$74K +190 +16%
AWM
3002
Able Wealth Management
New Jersey
$535K +$307K +788 +117%
OAS
3003
Optivise Advisory Services
Tennessee
$534K +$44.4K +114 +8%
PP
3004
PFS Partners
New Jersey
$533K -$2.73K -7 -0.5%
PP
3005
PrairieView Partners
Minnesota
$532K +$19.9K +51 +4%
AL
3006
ADE LLC
Maryland
$532K – – –
WBCM
3007
Wilson & Boucher Capital Management
California
$531K – – –
PWP
3008
Prasad Wealth Partners
Ohio
$531K -$23K -59 -4%
CCA
3009
Cora Capital Advisors
New Jersey
$530K +$390 +1 +0.1%
FWM
3010
Finer Wealth Management
Massachusetts
$528K +$390 +1 +0.1%
SWA
3011
Strategies Wealth Advisors
Michigan
$528K +$561K +1,439 New
SFP
3012
Sandbox Financial Partners
Maryland
$527K +$12.1K +31 +2%
MGWM
3013
Marks Group Wealth Management
Minnesota
$527K +$779 +2 +0.1%
HFS
3014
Heritage Financial Services
Massachusetts
$526K -$50.3K -129 -8%
SWM
3015
SFG Wealth Management
Maryland
$523K -$118K -303 -18%
WH
3016
Willner & Heller
California
$523K -$5.07K -13 -0.9%
CP
3017
Creekside Partners
California
$522K +$1.95K +5 +0.4%
IDA
3018
Intelligence Driven Advisers
California
$522K -$80.7K -207 -13%
PC
3019
Promus Capital
Illinois
$522K +$36.6K +94 +7%
SCM
3020
Sunbeam Capital Management
Georgia
$521K +$3.12K +8 +0.6%
MC
3021
Matisse Capital
Oregon
$521K +$1.95K +5 +0.4%
AWA
3022
AGH Wealth Advisors
Kansas
$521K +$3.12K +8 +0.6%
CAGAS
3023
Capital Advisory Group Advisory Services
Minnesota
$520K -$171K -440 -24%
BP
3024
Broadleaf Partners
Ohio
$520K -$105K -270 -16%
FEG
3025
Financial Enhancement Group
Indiana
$519K +$276K +708 +94%
119 120
121
122 123