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Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
1801
Udine Wealth Management
Florida
$1.56M +$1.48M +5,026 New
DCM
1802
Davidson Capital Management
Texas
$1.56M +$518K +1,752 +54%
PK
1803
Pflug Koory
Nebraska
$1.56M +$9.16K +31 +0.6%
MWM
1804
Massachusetts Wealth Management
Massachusetts
$1.56M -$54.6K -185 -4%
JSL
1805
JT Stratford LLC
Georgia
$1.56M -$131K -443 -8%
WA
1806
Wealth Architects
California
$1.56M +$122K +413 +9%
BWM
1807
BNC Wealth Management
Oregon
$1.55M -$901K -3,050 -38%
JWA
1808
JFS Wealth Advisors
Pennsylvania
$1.55M -$29.8K -101 -2%
TH
1809
TCTC Holdings
Texas
$1.55M -$62.3K -211 -4%
LWM
1810
Lodestone Wealth Management
Washington
$1.55M +$214K +723 +17%
CPR
1811
CSU Producer Resources
Ohio
$1.55M – – –
LAM
1812
Lynch Asset Management
Pennsylvania
$1.55M – – –
KC
1813
Kingfisher Capital
North Carolina
$1.55M +$26.6K +90 +2%
KFP
1814
KMG Fiduciary Partners
Ohio
$1.55M +$102K +344 +7%
BWP
1815
Baldwin Wealth Partners
Massachusetts
$1.55M -$14.8K -50 -1%
KWM
1816
Kolinsky Wealth Management
New Jersey
$1.54M +$21.6K +73 +1%
V
1817
ViaWealth
Kansas
$1.54M -$212K -718 -13%
GWSG
1818
GPS Wealth Strategies Group
Colorado
$1.54M -$448K -1,517 -23%
AWM
1819
Aprio Wealth Management
Georgia
$1.54M +$579K +1,960 +65%
OPOWM
1820
One Plus One Wealth Management
Florida
$1.54M +$396K +1,339 +37%
OWA
1821
Outlook Wealth Advisors
Texas
$1.54M +$50.5K +171 +4%
SHWM
1822
Smith & Howard Wealth Management
Georgia
$1.54M +$6.5K +22 +0.4%
EAM
1823
EFG Asset Management
Oregon
$1.53M -$83K -281 -5%
PG
1824
Prostatis Group
Maryland
$1.53M -$40.8K -138 -3%
WEG
1825
World Equity Group
Illinois
$1.52M -$3.22M -10,899 -69%
71 72
73
74 75