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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2751
Cherrydale Wealth Management
New Jersey
$432K +$5.53K +10 +1%
BFS
2752
Burr Financial Services
California
$432K -$44.2K -80 -9%
DWM
2753
Darwin Wealth Management
Florida
$431K +$112K +203 +36%
CW
2754
Code Waechter
Florida
$431K +$2.21K +4 +0.5%
ICMM
2755
Integrated Capital Management (Michigan)
Michigan
$431K -$2.77K -5 -0.6%
TPWA
2756
TRUE Private Wealth Advisors
Oregon
$430K +$45.9K +83 +12%
AWP
2757
Abacus Wealth Partners
California
$428K +$164K +296 +64%
4A
2758
4Wealth Advisors
Illinois
$426K -$7.19K -13 -2%
MWP
2759
Meriwether Wealth & Planning
Louisiana
$425K -$61.4K -111 -13%
GAM
2760
Gemmer Asset Management
California
$425K – – –
ECM
2761
Elgethun Capital Management
South Dakota
$425K – – –
AFM
2762
Armstrong Fleming & Moore
District of Columbia
$424K +$418K +755 New
SWM
2763
Sagace Wealth Management
Florida
$424K -$12.7K -23 -3%
DWM
2764
DecisionMap Wealth Management
Virginia
$424K -$6.64K -12 -2%
VAM
2765
Verity Asset Management
North Carolina
$423K +$7.74K +14 +2%
EMAM
2766
Encompass More Asset Management
California
$422K -$8.29K -15 -2%
VFG
2767
Victory Financial Group
Texas
$421K -$31.5K -57 -7%
WPC
2768
Waters Parkerson & Co
Louisiana
$421K – – –
MIM
2769
Merrion Investment Management
New Jersey
$421K – – –
LWM
2770
Lodestone Wealth Management
Washington
$420K -$33.2K -60 -7%
WH
2771
Willner & Heller
California
$420K -$44.2K -80 -10%
CFSG
2772
Community Financial Services Group
Vermont
$419K -$33.2K -60 -7%
AZ
2773
Alpha Zero
Florida
$418K +$26K +47 +7%
UWPG
2774
Ullmann Wealth Partners Group
Florida
$418K +$3.87K +7 +0.9%
PMFA
2775
Plante Moran Financial Advisors
Michigan
$418K -$31.5K -57 -7%
109 110
111
112 113