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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
2426
Total Clarity Wealth Management
Illinois
$471K +$49.5K +183 +10%
BAMG
2427
Brand Asset Management Group
Missouri
$470K +$44.1K +163 +9%
PFW
2428
Petros Family Wealth
Minnesota
$470K -$327K -1,207 -38%
CPW
2429
Cove Private Wealth
New York
$469K – – –
WIC
2430
Willis Investment Counsel
Georgia
$469K +$812 +3 +0.2%
PIS
2431
POM Investment Strategies
North Carolina
$468K +$83.1K +307 +19%
RAG
2432
RIA Advisory Group
Iowa
$467K -$163K -604 -24%
LAS
2433
LWM Advisory Services
Florida
$467K -$59.8K -221 -10%
WCM
2434
Wedge Capital Management
North Carolina
$466K +$60.6K +224 +13%
CP
2435
Castleview Partners
Texas
$466K +$62.2K +230 +14%
DWP
2436
Destiny Wealth Partners
Florida
$465K +$62.2K +230 +14%
FPWM
2437
FSB Premier Wealth Management
Iowa
$464K -$153K -565 -23%
YAIA
2438
Yanni & Associates Investment Advisors
Pennsylvania
$464K – – –
BFG
2439
Birch Financial Group
New Hampshire
$463K -$121K -447 -19%
HFAS
2440
Hummer Financial Advisory Services
Illinois
$461K -$40.6K -150 -7%
AIM
2441
Aigen Investment Management
New York
$461K +$245K +906 +91%
SMWM
2442
Silvia McColl Wealth Management
California
$461K – – –
CA
2443
Capital Advantage
California
$461K +$92.8K +343 +22%
TCBWMS
2444
Texas Capital Bank Wealth Management Services
Texas
$460K +$40.9K +151 +9%
HWA
2445
HCR Wealth Advisors
California
$460K +$4.6K +17 +0.9%
SIAP
2446
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$459K -$27.1K -100 -5%
KWMG
2447
King Wealth Management Group
Florida
$459K +$6.22K +23 +1%
KJWM
2448
Kiley Juergens Wealth Management
Washington
$459K +$512K +1,892 New
CPG
2449
Cornerstone Planning Group
New Jersey
$459K +$201K +742 +59%
CT
2450
Coastline Trust
Rhode Island
$458K -$198K -730 -28%
96 97
98
99 100