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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2226
Aberdeen Wealth Management
Illinois
$842K – – –
PIC
2227
Portland Investment Counsel
Ontario, Canada
$840K +$168K +319 +23%
AA
2228
Auxano Advisors
Washington
$839K -$22.6K -43 -2%
BIA
2229
Bigelow Investment Advisors
Maine
$838K +$35.3K +67 +4%
GWM
2230
Glass Wealth Management
Texas
$837K +$124K +235 +16%
CFG
2231
Carr Financial Group
Massachusetts
$837K +$4.21K +8 +0.5%
IIM
2232
Invariant Investment Management
Pennsylvania
$832K +$45.8K +87 +6%
AF
2233
Abound Financial
California
$832K -$10K -19 -1%
CWA
2234
Canvas Wealth Advisors
Kansas
$830K +$22.6K +43 +3%
SWM
2235
Salvus Wealth Management
New Jersey
$830K +$27.9K +53 +3%
WFMPM
2236
Woodley Farra Manion Portfolio Management
Indiana
$830K +$73.7K +140 +9%
CWM
2237
Centurion Wealth Management
Virginia
$830K +$24.8K +47 +3%
CWA
2238
CM Wealth Advisors
Ohio
$828K +$25.8K +49 +3%
TIM
2239
Tevis Investment Management
Texas
$827K – – –
SSC
2240
Syverson Strege & Co
Iowa
$824K -$57.4K -109 -6%
KC
2241
Knuff & Co
California
$824K +$85.8K +163 +11%
WAG
2242
Wallace Advisory Group
California
$823K -$239K -454 -22%
BWM
2243
Bernicke Wealth Management
Wisconsin
$822K -$4.21K -8 -0.5%
MAM
2244
McLaughlin Asset Management
Illinois
$821K -$17.4K -33 -2%
PAG
2245
Paladin Advisory Group
Iowa
$819K – – –
RIA
2246
Rhodes Investment Advisors
Texas
$817K +$97.4K +185 +13%
BIG
2247
Brookwood Investment Group
Arizona
$816K -$156K -296 -15%
XSC
2248
X-Square Capital
Puerto Rico
$816K +$30K +57 +4%
CWP
2249
Curated Wealth Partners
California
$816K +$82.7K +157 +11%
MIA
2250
MainStreet Investment Advisors
Illinois
$815K -$57.9K -110 -6%
88 89
90
91 92