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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
2401
Optas LLC
Texas
$243K +$3.51K +63 +2%
CW
2402
Cook Wealth
North Carolina
$243K +$222K +3,980 New
DIS
2403
Diversified Investment Strategies
Louisiana
$242K -$1.95K -35 -0.8%
PWM
2404
PBMares Wealth Management
Virginia
$241K -$46.7K -838 -17%
NCM
2405
Northwest Capital Management
Oregon
$241K – – –
WW
2406
Waterfront Wealth
Kansas
$241K +$227K +4,074 New
MAM
2407
Marotta Asset Management
Virginia
$241K +$780 +14 +0.3%
BDF
2408
Balasa Dinverno & Foltz
$240K -$6.96K -125 -3%
AIP
2409
Ahrens Investment Partners
Louisiana
$240K – – –
HFM
2410
Harvest Fund Management
China
$240K +$84.2K +1,512 +59%
SWM
2411
Salvus Wealth Management
New Jersey
$239K – – –
CCA
2412
Column Capital Advisors
Indiana
$239K +$5.35K +96 +2%
SFM
2413
Signet Financial Management
New Jersey
$239K +$224K +4,029 New
BWM
2414
Baystate Wealth Management
Massachusetts
$238K +$8.02K +144 +4%
AFAS
2415
Acorn Financial Advisory Services
Virginia
$237K -$34.9K -627 -14%
SFWA
2416
Summit Financial Wealth Advisors
Louisiana
$236K +$223 +4 +0.1%
AWS
2417
Arkfeld Wealth Strategies
Nebraska
$236K +$501 +9 +0.2%
BWM
2418
BCGM Wealth Management
Indiana
$236K +$780 +14 +0.4%
AHB
2419
Abner Herrman & Brock
New Jersey
$236K +$222K +3,986 New
FAFN
2420
First Affirmative Financial Network
Colorado
$235K -$2.06K -37 -0.9%
JEST
2421
JTC Employer Solutions Trustee
Jersey
$235K – – –
MWPCG
2422
Measured Wealth Private Client Group
New Hampshire
$235K – – –
FH
2423
FWG Holdings
Florida
$235K +$724 +13 +0.3%
BFG
2424
Barber Financial Group
Kansas
$235K +$221K +3,977 New
WAG
2425
Winthrop Advisory Group
Massachusetts
$234K -$501 -9 -0.2%
95 96
97
98 99