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Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
3151
Columbia Advisory Partners
Washington
$225K +$206K +542 New
RWM
3152
Raffa Wealth Management
District of Columbia
$224K +$2.28K +6 +1%
CWM
3153
Cedar Wealth Management
California
$223K +$56.7K +149 +38%
PAM
3154
Peak Asset Management
Colorado
$222K +$204K +535 New
FPIS
3155
Financial Planning & Information Services
Wisconsin
$222K +$204K +536 New
IAG
3156
Investment Advisory Group
Massachusetts
$222K +$238K +625 New
JEST
3157
JTC Employer Solutions Trustee
Jersey
$220K – – –
MIM
3158
Meridiem Investment Management
United Kingdom
$220K – – –
RBCM
3159
Raub Brock Capital Management
California
$220K – – –
KJHP
3160
K.J. Harrison & Partners
Ontario, Canada
$220K +$202K +530 New
PWP
3161
Pursue Wealth Partners
California
$220K +$202K +530 New
RPGK
3162
Retirement Planning Group (Kansas)
Kansas
$220K +$202K +530 New
BWM
3163
Benchmark Wealth Management
Connecticut
$218K +$200K +525 New
NCM
3164
Neumann Capital Management
California
$218K +$200K +525 New
NWM
3165
NEIRG Wealth Management
Massachusetts
$217K +$199K +522 New
CCA
3166
Cottonwood Capital Advisors
Utah
$217K +$199K +523 New
PFA
3167
Professional Financial Advisors
Nebraska
$216K – – –
WLPWM
3168
Walled Lake Planning & Wealth Management
Illinois
$216K +$381 +1 +0.2%
4WM
3169
4J Wealth Management
Virginia
$216K +$198K +521 New
PWC
3170
PYA Waltman Capital
Tennessee
$215K +$197K +517 New
WCP
3171
Welch Capital Partners
New York
$215K +$197K +517 New
RCAMU
3172
Rothschild & Co Asset Management US
Connecticut
$215K +$197K +518 New
STC
3173
Sarah T. Connolly
$215K +$198K +519 New
EPA
3174
Element Pointe Advisors
Florida
$214K +$196K +516 New
PS
3175
Portfolio Strategies
New York
$214K +$196K +516 New
125 126
127
128 129