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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1751
Revolve Wealth Partners
New Jersey
$1.72M +$12.5K +25 +0.8%
BMWM
1752
Brown Miller Wealth Management
Virginia
$1.72M -$28.9K -58 -2%
MW
1753
Maia Wealth
Colorado
$1.71M -$359K -719 -18%
A
1754
Argentarii
Ohio
$1.71M +$25.9K +52 +2%
PCM
1755
Prelude Capital Management
New York
$1.7M -$399K -800 -19%
LWA
1756
Lantern Wealth Advisors
New York
$1.7M -$192K -386 -10%
IP
1757
Intellectus Partners
California
$1.7M +$207K +416 +14%
NWMG
1758
Nicholson Wealth Management Group
South Carolina
$1.7M -$33.4K -67 -2%
MA
1759
MONECO Advisors
Connecticut
$1.69M +$332K +665 +25%
SWP
1760
Semus Wealth Partners
Florida
$1.69M -$20.4K -41 -1%
CL
1761
CVFG LLC
Indiana
$1.69M -$17K -34 -1%
CCFM
1762
Clear Creek Financial Management
Washington
$1.69M -$155K -311 -9%
MCM
1763
Manchester Capital Management
Vermont
$1.69M -$155K -310 -9%
FHC
1764
First Horizon Corporation
Tennessee
$1.68M -$63.8K -128 -4%
RSWM
1765
Robertson Stephens Wealth Management
California
$1.68M +$74.3K +149 +5%
FAM
1766
Formidable Asset Management
Ohio
$1.67M -$44.4K -89 -3%
AA
1767
Alta Advisers
United Kingdom
$1.67M – – –
WWM
1768
Waterway Wealth Management
Texas
$1.66M +$9.97K +20 +0.6%
DE
1769
Defiance ETFs
New York
$1.66M +$293K +587 +23%
EFG
1770
Embree Financial Group
Illinois
$1.66M +$7.98K +16 +0.5%
LAM
1771
LECAP Asset Management
United Kingdom
$1.65M -$1.06M -2,131 -40%
WA
1772
WBH Advisory
Maryland
$1.65M – – –
OFW
1773
Omnia Family Wealth
Florida
$1.64M -$4.49K -9 -0.3%
SWM
1774
Sendero Wealth Management
Texas
$1.64M -$1.62M -3,254 -50%
SA
1775
Sovran Advisors
California
$1.64M +$125K +251 +9%
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71
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