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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1676
Denver Wealth Management
Colorado
$1.83M -$202K -685 -10%
HWA
1677
HHM Wealth Advisors
Tennessee
$1.83M +$232K +786 +15%
LFA
1678
Legacy Financial Advisors
Kentucky
$1.83M +$519K +1,757 +42%
PP
1679
PDS Planning
Ohio
$1.83M +$239K +809 +16%
IFWM
1680
Institute for Wealth Management
Colorado
$1.83M +$295 +1 +0%
LWA
1681
Lineweaver Wealth Advisors
Ohio
$1.83M +$89.2K +302 +5%
AAM
1682
Ascension Asset Management
New York
$1.82M +$1.74M +5,874 New
LCM
1683
Legato Capital Management
California
$1.82M – – –
CQS
1684
Credential Qtrade Securities
$1.82M -$76.2K -258 -4%
WA
1685
WBH Advisory
Maryland
$1.82M -$170K -576 -9%
PA
1686
Prossimo Advisors
California
$1.82M +$1.73M +5,857 New
VCM
1687
Virtue Capital Management
Tennessee
$1.82M +$7.38K +25 +0.4%
CBA
1688
Coastal Bridge Advisors
Connecticut
$1.82M +$39.9K +135 +2%
PBC
1689
Pavion Blue Capital
California
$1.82M – – –
AF
1690
Advisornet Financial
Minnesota
$1.82M +$58.2K +197 +3%
EML
1691
Eos Management LP
New York
$1.82M – – –
FCFC
1692
First Citizens Financial Corp
Iowa
$1.81M +$1.72M +5,838 New
MCCA
1693
Mill Creek Capital Advisors
Pennsylvania
$1.81M +$13.9K +47 +0.8%
VHAM
1694
Van Hulzen Asset Management
California
$1.81M -$3.67M -12,423 -68%
LF
1695
Lantz Financial
Illinois
$1.81M +$10.9K +37 +0.6%
CL
1696
CIM LLC
New York
$1.81M -$18K -61 -1%
HWP
1697
Highline Wealth Partners
California
$1.81M – – –
PSP
1698
Pacific Sage Partners
Washington
$1.81M +$886 +3 +0.1%
LIM
1699
Longfellow Investment Management
Massachusetts
$1.81M +$245K +831 +17%
CSI
1700
Cross Staff Investments
New York
$1.8M – – –
66 67
68
69 70