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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2801
Prosperity Wealth Management
California
$910K +$529K +1,185 +172%
PRS
2802
Pinkerton Retirement Specialists
Idaho
$909K +$313K +701 +60%
WLPWM
2803
Walled Lake Planning & Wealth Management
Illinois
$909K -$206K -462 -20%
KA
2804
Kozak & Associates
Colorado
$906K -$99K -222 -10%
MC
2805
Merlin Capital
Rhode Island
$906K -$167K -374 -17%
KCFA
2806
Key Client Fiduciary Advisors
New Jersey
$906K +$126K +283 +18%
PWM
2807
Proathlete Wealth Management
Florida
$906K -$16.1K -36 -2%
WFM
2808
Wolff Financial Management
Michigan
$902K -$1.35M -3,016 -62%
FFWM
2809
Future Financial Wealth Management
Ohio
$901K – – –
RG
2810
Richelieu Gestion
France
$901K -$405K -908 -33%
SA
2811
Sage Advisors
Colorado
$899K +$326K +730 +65%
APWA
2812
Atlas Private Wealth Advisors
New Jersey
$898K -$1.31M -2,928 -61%
RCM
2813
RNC Capital Management
California
$897K -$52.2K -117 -6%
CC
2814
Courier Capital
New York
$895K – – –
WP
2815
WMS Partners
Maryland
$894K +$107K +240 +15%
KIG
2816
Kennedy Investment Group
New Jersey
$894K +$115K +258 +16%
UWPG
2817
Ullmann Wealth Partners Group
Florida
$894K +$131K +294 +19%
CWA
2818
Centennial Wealth Advisory
Michigan
$893K +$95.5K +214 +13%
GCM
2819
Gallacher Capital Management
Colorado
$889K +$394K +883 +93%
BFW
2820
Brady Family Wealth
Missouri
$888K +$187K +420 +30%
ARC
2821
Advisor Resource Council
Texas
$888K -$6.32M -14,175 -85%
SWM
2822
StoneCrest Wealth Management
Arizona
$887K +$213K +477 +35%
RP
2823
Rice Partnership
Hawaii
$887K +$123K +275 +18%
OCM
2824
Octahedron Capital Management
California
$886K -$5.81M -13,025 -88%
LA
2825
Lifeworks Advisors
Michigan
$883K -$74.5K -167 -8%
111 112
113
114 115