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Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
2301
Werba Rubin Papier Wealth Management
California
$292K +$276K +839 New
MPW
2302
MGO Private Wealth
California
$291K – – –
KWM
2303
Kaydan Wealth Management
Michigan
$291K +$5.6K +17 +2%
LWM
2304
Lodestone Wealth Management
Washington
$291K +$276K +838 New
CWA
2305
Canvas Wealth Advisors
Kansas
$291K +$260K +789 New
FSC
2306
Full Sail Capital
Oklahoma
$290K +$987 +3 +0.4%
MWA
2307
Motive Wealth Advisors
Michigan
$290K +$275K +834 New
GAG
2308
Goodman Advisory Group
Massachusetts
$290K -$7.9K -24 -3%
DIP
2309
DT Investment Partners
Pennsylvania
$289K – – –
SPP
2310
Single Point Partners
Massachusetts
$288K -$38.2K -116 -12%
AWC
2311
Abundance Wealth Counselors
Pennsylvania
$288K +$21.7K +66 +9%
FFA
2312
Farther Finance Advisors
California
$288K +$273K +828 New
FCA
2313
FinTrust Capital Advisors
South Carolina
$287K -$79K -240 -23%
TFA
2314
Transamerica Financial Advisors
Florida
$287K +$65.5K +199 +32%
JIC
2315
Joel Isaacson & Co
New York
$286K +$11.5K +35 +4%
FC
2316
Financial Council
Maryland
$286K -$5.6K -17 -2%
WDC
2317
Woodward Diversified Capital
California
$286K -$329 -1 -0.1%
NL
2318
Navalign LLC
California
$286K – – –
OFS
2319
Oldfather Financial Services
Nebraska
$285K -$230K -700 -46%
TNA
2320
True North Advisors
Texas
$285K +$1.65K +5 +0.6%
FPWM
2321
FSB Premier Wealth Management
Iowa
$284K -$139K -422 -34%
HA
2322
Hamel Associates
New Jersey
$283K -$11.5K -35 -4%
LFG
2323
Lockerman Financial Group
California
$283K +$268K +815 New
NCM
2324
Noesis Capital Mangement
Florida
$283K +$7.9K +24 +3%
TS
2325
Tamar Securities
California
$282K -$1.32K -4 -0.5%
91 92
93
94 95