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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1676
Aprio Wealth Management
Georgia
$2.11M +$152K +264 +8%
SOW
1677
State of Wyoming
Wyoming
$2.11M +$376K +654 +21%
CFP
1678
Catalyst Financial Partners
Massachusetts
$2.1M +$84.4K +147 +4%
DF
1679
Dunhill Financial
United Kingdom
$2.1M -$972K -1,693 -31%
JMFC
1680
J.M. Forbes & Co
Massachusetts
$2.09M +$525K +914 +33%
SSWM
1681
Strait & Sound Wealth Management
California
$2.08M -$46.5K -81 -2%
RA
1682
Ransom Advisory
Rhode Island
$2.08M -$57.4K -100 -3%
BDF
1683
Black Diamond Financial
Maryland
$2.08M +$1.42M +2,467 +209%
VA
1684
Valmark Advisers
Ohio
$2.06M -$71.2K -124 -3%
RWP
1685
Revolve Wealth Partners
New Jersey
$2.06M +$9.76K +17 +0.5%
AWMT
1686
AAFMAA Wealth Management & Trust
North Carolina
$2.06M -$34.5K -60 -2%
NF
1687
Nikulski Financial
Iowa
$2.05M – – –
EFA
1688
Evernest Financial Advisors
Indiana
$2.05M +$6.89K +12 +0.3%
SMA
1689
Seven Mile Advisory
New Jersey
$2.04M +$556K +969 +37%
ZIG
1690
Zuckerman Investment Group
Illinois
$2.04M +$219K +382 +12%
PIA
1691
Pollock Investment Advisors
Michigan
$2.04M – – –
AWA
1692
Arete Wealth Advisors
Illinois
$2.04M +$52.8K +92 +3%
ISWM
1693
Independent Solutions Wealth Management
New York
$2.03M +$178K +310 +9%
BBA
1694
BLB&B Advisors
Pennsylvania
$2.03M +$19.5K +34 +1%
FAM
1695
Formidable Asset Management
Ohio
$2.03M -$46.5K -81 -2%
HI
1696
Harrington Investments
California
$2.02M +$23K +40 +1%
FMLI
1697
Fukoku Mutual Life Insurance
Japan
$2.02M -$154K -269 -7%
WI
1698
WrapManager Inc
California
$2.02M -$667K -1,162 -25%
RFN
1699
RDA Financial Network
Iowa
$2.02M -$13.2K -23 -0.6%
SRA
1700
Secured Retirement Advisors
Minnesota
$2.02M -$637K -1,110 -24%
66 67
68
69 70