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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
2951
Ridgecrest Wealth Partners
California
$809K -$2.92K -6 -0.4%
RWMG
2952
Redwood Wealth Management Group
New Jersey
$809K +$233K +479 +43%
MPW
2953
Monterey Private Wealth
California
$808K +$108K +223 +16%
RW
2954
REDW Wealth
New Mexico
$807K +$486 +1 +0.1%
SWM
2955
Seed Wealth Management
Illinois
$807K – – –
RCM
2956
Radnor Capital Management
Pennsylvania
$804K – – –
HWA
2957
HHM Wealth Advisors
Tennessee
$804K +$183K +377 +31%
NCTC
2958
New Covenant Trust Company
Indiana
$803K -$27.2K -56 -3%
EIC
2959
Equity Investment Corp
Georgia
$802K -$35K -72 -4%
SDH
2960
Sloy Dahl & Holst
Washington
$801K – – –
PCM
2961
Pennsylvania Capital Management
Pennsylvania
$800K – – –
OFA
2962
Oak Family Advisors
Illinois
$799K -$46.7K -96 -6%
NWM
2963
Napa Wealth Management
California
$798K +$510K +1,049 +197%
GA
2964
Goldstein Advisors
Wisconsin
$794K +$38.4K +79 +5%
HWA
2965
Heritage Wealth Advisors
Virginia
$793K -$103K -212 -12%
RH
2966
RFG Holdings
Texas
$792K +$251K +517 +49%
AAM
2967
Austin Asset Management
Texas
$792K +$11.7K +24 +2%
EP
2968
EPIQ Partners
Minnesota
$792K -$29.2K -60 -4%
BPFA
2969
Barnes Pettey Financial Advisors
Mississippi
$791K – – –
RIM
2970
Rockbridge Investment Management
New York
$791K -$27.2K -56 -3%
KFA
2971
Krane Funds Advisors
New York
$791K -$4.86K -10 -0.6%
EDRIA
2972
Edmonds Duncan Registered Investment Advisors
Kansas
$789K – – –
RWRC
2973
R.W. Roge & Company
New York
$789K -$25.8K -53 -3%
XF
2974
XML Financial
Maryland
$789K +$40.8K +84 +6%
GCIA
2975
Gabelli & Co Investment Advisers
New York
$788K -$3.4K -7 -0.4%
117 118
119
120 121