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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
2301
Destiny Wealth Partners
Florida
$42K -$1.75K -13 -4%
LPWM
2302
Lake Point Wealth Management
Texas
$41K +$22.7K +168 +135%
GKIM
2303
GW&K Investment Management
Massachusetts
$41K +$28.5K +211 +271%
PP
2304
PrairieView Partners
Minnesota
$40K – – –
SIAP
2305
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K – – –
TCWM
2306
Total Clarity Wealth Management
Illinois
$37K +$35.1K +260 New
WPA
2307
West Paces Advisors
Georgia
$36.4K – – –
BIA
2308
Bell Investment Advisors
California
$35K +$33.9K +251 New
CWA
2309
Clearview Wealth Advisors
Oregon
$34K – – –
UIA
2310
Ulland Investment Advisors
Minnesota
$34K – – –
WA
2311
Win Advisors
Florida
$33K +$10.9K +81 +52%
DWMG
2312
DB Wealth Management Group
California
$32K – – –
ICM
2313
Islay Capital Management
Texas
$32K +$135 +1 +0.4%
CH
2314
Canton Hathaway
Rhode Island
$31K +$29.8K +221 New
BBPWM
2315
Blue Bell Private Wealth Management
Pennsylvania
$30K -$540 -4 -2%
JWM
2316
Janiczek Wealth Management
Colorado
$30K – – –
IA
2317
IFS Advisors
Kansas
$30K +$135 +1 +0.5%
FEG
2318
Financial Enhancement Group
Indiana
$29K – – –
GWMIA
2319
Global Wealth Management Investment Advisory
Florida
$28K – – –
KC
2320
Knuff & Co
California
$28K – – –
GG
2321
Gleason Group
Kentucky
$28K +$26.5K +196 New
TC
2322
Tacita Capital
Ontario, Canada
$26K – – –
CDIA
2323
Capital Directions Investment Advisors
Georgia
$25K -$3.64K -27 -13%
CCM
2324
Cribstone Capital Management
Maine
$25K – – –
BWS
2325
BCR Wealth Strategies
Alabama
$25K +$23.5K +174 New
91 92
93
94 95