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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3001
Insight Wealth Partners
Texas
$931K +$311K +604 +59%
4WM
3002
44 Wealth Management
Oregon
$931K +$850K +1,651 New
CWM
3003
Cedar Wealth Management
California
$931K -$220K -427 -21%
SAM
3004
Seelaus Asset Management
New Jersey
$930K +$270K +524 +48%
EDRIA
3005
Edmonds Duncan Registered Investment Advisors
Kansas
$928K +$28.8K +56 +4%
CWA
3006
Clarus Wealth Advisors
Arizona
$927K +$1.54K +3 +0.2%
CWP
3007
Core Wealth Partners
California
$927K +$162K +314 +24%
AAM
3008
Austin Asset Management
Texas
$926K +$23.7K +46 +3%
LL
3009
LWMG LLC
Minnesota
$922K +$164K +319 +25%
NCM
3010
New Capital Management
Texas
$920K – – –
PWM
3011
Prentice Wealth Management
New York
$919K -$93.1K -181 -10%
RWP
3012
Ridgecrest Wealth Partners
California
$918K -$515 -1 -0.1%
MPW
3013
Monterey Private Wealth
California
$917K – – –
SWM
3014
Seed Wealth Management
Illinois
$916K – – –
SM
3015
Sweeney & Michel
California
$916K +$1.03K +2 +0.1%
AR
3016
Advisory Research
Illinois
$914K +$822K +1,597 New
BOM
3017
Bank of Marin
California
$913K +$41.7K +81 +5%
SAS
3018
Stelac Advisory Services
New York
$912K -$52.5K -102 -6%
ACP
3019
Aveo Capital Partners
Colorado
$910K -$19K -37 -2%
LF
3020
Lantz Financial
Illinois
$910K +$97.2K +189 +13%
SDH
3021
Sloy Dahl & Holst
Washington
$909K – – –
KDA
3022
Kraft Davis & Associates
Missouri
$907K +$7.2K +14 +0.9%
RIM
3023
Rockbridge Investment Management
New York
$905K +$7.2K +14 +0.9%
GCIA
3024
Gabelli & Co Investment Advisers
New York
$905K +$9.26K +18 +1%
W
3025
WealthCollab
Washington
$903K +$18K +35 +2%
119 120
121
122 123