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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2801
Tuttle Capital Management
Connecticut
$234K +$238K +523 New
1WM
2802
1900 Wealth Management
Texas
$233K +$6.83K +15 +3%
AF
2803
Alerus Financial
North Dakota
$232K -$18.7K -41 -7%
FAT
2804
First American Trust
California
$232K -$87.9K -193 -27%
VR
2805
Valued Retirements
Texas
$232K – – –
RPCA
2806
Running Point Capital Advisors
California
$232K -$5.01K -11 -2%
CWM
2807
Cahaba Wealth Management
Georgia
$231K +$2.73K +6 +1%
AW
2808
Apricus Wealth
South Carolina
$231K +$239K +524 New
WA
2809
Wealthstream Advisors
New York
$231K +$16.4K +36 +7%
CAGAS
2810
Capital Advisory Group Advisory Services
Minnesota
$231K – – –
ACC
2811
Acorn Creek Capital
Colorado
$230K -$4.1K -9 -2%
WWP
2812
WR Wealth Planners
Missouri
$229K -$5.92K -13 -2%
FBB
2813
Fulton Breakefield Broenniman
Maryland
$229K +$456 +1 +0.2%
GSIS
2814
Global Strategic Investment Solutions
Arizona
$229K – – –
DPW
2815
DiNuzzo Private Wealth
Pennsylvania
$229K +$12.3K +27 +5%
MLA
2816
MB, Levis & Associates
Pennsylvania
$228K – – –
VI
2817
VanderPol Investments
Michigan
$228K +$236K +517 New
RWA
2818
Rooted Wealth Advisors
Illinois
$228K +$4.1K +9 +2%
PWP
2819
Precedent Wealth Partners
Texas
$227K +$1.82K +4 +0.8%
EIG
2820
Ellenbecker Investment Group
Wisconsin
$225K +$232K +510 New
ES
2821
Eagle Strategies
New York
$225K -$436K -957 -65%
AR
2822
Apeiron RIA
Texas
$225K +$1.37K +3 +0.6%
RGC
2823
Roberts, Glore & Co
Illinois
$224K – – –
PS
2824
Portfolio Strategies
New York
$224K +$456 +1 +0.2%
SW
2825
SMART Wealth
Nebraska
$224K +$231K +507 New
111 112
113
114 115