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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2751
Darwin Wealth Management
Florida
$431K +$112K +203 +36%
CW
2752
Code Waechter
Florida
$431K +$2.21K +4 +0.5%
ICMM
2753
Integrated Capital Management (Michigan)
Michigan
$431K -$2.77K -5 -0.6%
TPWA
2754
TRUE Private Wealth Advisors
Oregon
$430K +$45.9K +83 +12%
AWP
2755
Abacus Wealth Partners
California
$428K +$164K +296 +64%
4A
2756
4Wealth Advisors
Illinois
$426K -$7.19K -13 -2%
MWP
2757
Meriwether Wealth & Planning
Louisiana
$425K -$61.4K -111 -13%
GAM
2758
Gemmer Asset Management
California
$425K – – –
ECM
2759
Elgethun Capital Management
South Dakota
$425K – – –
AFM
2760
Armstrong Fleming & Moore
District of Columbia
$424K +$418K +755 New
SWM
2761
Sagace Wealth Management
Florida
$424K -$12.7K -23 -3%
DWM
2762
DecisionMap Wealth Management
Virginia
$424K -$6.64K -12 -2%
VAM
2763
Verity Asset Management
North Carolina
$423K +$7.74K +14 +2%
EMAM
2764
Encompass More Asset Management
California
$422K -$8.29K -15 -2%
VFG
2765
Victory Financial Group
Texas
$421K -$31.5K -57 -7%
WPC
2766
Waters Parkerson & Co
Louisiana
$421K – – –
MIM
2767
Merrion Investment Management
New Jersey
$421K – – –
LWM
2768
Lodestone Wealth Management
Washington
$420K -$33.2K -60 -7%
WH
2769
Willner & Heller
California
$420K -$44.2K -80 -10%
CFSG
2770
Community Financial Services Group
Vermont
$419K -$33.2K -60 -7%
AZ
2771
Alpha Zero
Florida
$418K +$26K +47 +7%
UWPG
2772
Ullmann Wealth Partners Group
Florida
$418K +$3.87K +7 +0.9%
PMFA
2773
Plante Moran Financial Advisors
Michigan
$418K -$31.5K -57 -7%
QP
2774
Quilter Plc
United Kingdom
$418K +$13.8K +25 +3%
MAG
2775
Mayfair Advisory Group
Alabama
$417K +$553 +1 +0.1%
109 110
111
112 113