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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
3001
Panoramic Investment Advisors
Colorado
$1.56M +$23.2K +38 +1%
FMP
3002
Financial Management Professionals
Texas
$1.55M +$416K +681 +33%
LCM
3003
LCM Capital Management
Illinois
$1.55M +$28.1K +46 +2%
PW
3004
PUREfi Wealth
Massachusetts
$1.55M +$604K +987 +56%
CWM
3005
Cherrydale Wealth Management
New Jersey
$1.54M +$611 +1 +0%
WW
3006
Westshore Wealth
California
$1.54M +$3.67K +6 +0.2%
CPSC
3007
Carl P. Sherr & Co
Massachusetts
$1.54M – – –
EFM
3008
Eley Financial Management
Vermont
$1.54M -$3.67K -6 -0.2%
AFA
3009
American Financial Advisors
Georgia
$1.54M -$14.1K -23 -0.8%
RCWM
3010
Red Crane Wealth Management
California
$1.54M +$278K +455 +20%
RWA
3011
Rooted Wealth Advisors
Illinois
$1.53M +$155K +254 +10%
OPA
3012
Old Port Advisors
Maine
$1.53M +$74.6K +122 +5%
UWPG
3013
Ullmann Wealth Partners Group
Florida
$1.52M +$28.1K +46 +2%
SRC
3014
Sage Rhino Capital
California
$1.52M -$31.8K -52 -2%
MGI
3015
Miller Global Investments
Texas
$1.52M +$158K +259 +11%
1W
3016
1776 Wealth
Georgia
$1.52M +$113K +185 +7%
LWM
3017
Langley Wealth Management
Mississippi
$1.52M +$1.65M +2,702 New
HAIM
3018
Hunter Associates Investment Management
Pennsylvania
$1.52M +$102K +167 +7%
SW
3019
StrongBox Wealth
Missouri
$1.52M -$114K -186 -6%
CWM
3020
Castle Wealth Management
Florida
$1.52M +$58.7K +96 +4%
FMN
3021
Financial Management Network
California
$1.52M +$88.7K +145 +7%
LWA
3022
Lantern Wealth Advisors
New York
$1.52M +$52.6K +86 +3%
MCM
3023
Morton Capital Management
California
$1.51M +$83.8K +137 +5%
CAM
3024
Costello Asset Management
Pennsylvania
$1.51M +$6.12K +10 +0.4%
AIM
3025
Acropolis Investment Management
Missouri
$1.51M +$26.9K +44 +2%
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