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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
3276
Wheelhouse Advisory Group
Missouri
$428K -$39.7K -101 -9%
4WM
3277
49 Wealth Management
Texas
$427K +$11K +28 +3%
CWP
3278
Curated Wealth Partners
California
$427K -$63.3K -161 -13%
BAG
3279
Bridgewealth Advisory Group
California
$427K -$29.5K -75 -7%
GC
3280
Grange Capital
Oregon
$426K +$393 +1 +0.1%
RG
3281
Renaissance Group
Kentucky
$426K – – –
MWA
3282
Motive Wealth Advisors
Michigan
$425K -$9.04K -23 -2%
LI
3283
LVZ Inc
Michigan
$425K -$18.1K -46 -4%
PDM
3284
Penn Davis McFarland
Texas
$425K – – –
TFA
3285
TPG Financial Advisors
Oregon
$423K -$44.4K -113 -10%
IWP
3286
Innova Wealth Partners
Pennsylvania
$422K – – –
MWM
3287
Mattern Wealth Management
Kansas
$422K -$39.7K -101 -9%
PAS
3288
Parsonex Advisory Services
Colorado
$422K -$2.36K -6 -0.6%
BFS
3289
Beacon Financial Strategies
North Carolina
$422K – – –
ECAM
3290
East Coast Asset Management
Massachusetts
$421K – – –
LFS
3291
Legacy Financial Strategies
Kansas
$420K +$29.5K +75 +8%
FPB
3292
First PREMIER Bank
South Dakota
$420K +$157K +399 +63%
NA
3293
Nautilus Advisors
California
$419K -$9.44K -24 -2%
PAM
3294
Peak Asset Management
Colorado
$419K -$23.6K -60 -5%
MP
3295
Moment Partners
California
$419K -$786 -2 -0.2%
IFS
3296
Ifrah Financial Services
Arkansas
$419K -$1.57K -4 -0.4%
OC
3297
Oakmont Corp
California
$418K – – –
IWA
3298
Inspirion Wealth Advisors
Illinois
$417K +$31.5K +80 +8%
HGA
3299
Hobbs Group Advisors
South Carolina
$416K – – –
IWP
3300
IAG Wealth Partners
Wisconsin
$416K +$12.2K +31 +3%
130 131
132
133 134