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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3451
Howard Wealth Management
Connecticut
$1M -$20.8K -34 -2%
CSIA
3452
Conrad Siegel Investment Advisors
Pennsylvania
$1M +$153K +250 +16%
OAS
3453
Optivise Advisory Services
Tennessee
$1M +$14.1K +23 +1%
GCM
3454
Goldstream Capital Management
Hong Kong
$1M -$759K -1,241 -41%
BWM
3455
Baron Wealth Management
Michigan
$1M -$147K -241 -12%
MAM
3456
Milestone Asset Management
Pennsylvania
$999K +$87.4K +143 +9%
CG
3457
Clarus Group
Texas
$997K – – –
CFGW
3458
Chancellor Financial Group WB
Pennsylvania
$997K +$260K +425 +32%
WMA
3459
William Mack & Associates
Michigan
$997K +$152K +248 +16%
RPSA
3460
Richard P. Slaughter Associates
Texas
$997K -$514K -840 -32%
LW
3461
Lauer Wealth
Indiana
$997K +$922K +1,508 New
TW
3462
Towerpoint Wealth
California
$996K +$424K +694 +65%
PWP
3463
Phillips Wealth Planners
Mississippi
$994K +$178K +291 +22%
ODIJL
3464
One Day In July LLC
Vermont
$993K +$44K +72 +4%
HWM
3465
Horizon Wealth Management
Illinois
$993K -$42.8K -70 -4%
WB
3466
West Bancorporation
Iowa
$993K -$71.5K -117 -6%
JDLA
3467
J. Derek Lewis & Associates
California
$993K -$115K -188 -10%
SDWMA
3468
Schneider Downs Wealth Management Advisors
Pennsylvania
$991K – – –
PA
3469
ProCore Advisors
California
$991K +$24.5K +40 +2%
W
3470
Wealthquest
Ohio
$989K -$99.7K -163 -8%
NCM
3471
Nelson Capital Management
California
$989K – – –
WA
3472
Westfuller Advisors
New York
$988K +$9.17K +15 +0.9%
WS
3473
Wilian Securities
Minnesota
$988K +$352K +576 +49%
RWI
3474
Red Wave Investments
Pennsylvania
$987K +$23.8K +39 +2%
PWA
3475
Physician Wealth Advisors
Utah
$987K -$116K -189 -10%
137 138
139
140 141