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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3576
MGB Wealth Management
Texas
$715K +$48.4K +75 +6%
TSW
3577
Three Seasons Wealth
Utah
$714K – – –
GWA
3578
Gratus Wealth Advisors
Virginia
$714K +$12.9K +20 +2%
TPW
3579
Tiller Private Wealth
Pennsylvania
$712K +$108K +168 +16%
HWA
3580
HHM Wealth Advisors
Tennessee
$712K -$65.2K -101 -8%
VC
3581
Veery Capital
Delaware
$711K +$2.58K +4 +0.3%
EP
3582
EPIQ Partners
Minnesota
$711K – – –
DWM
3583
Dogwood Wealth Management
Kansas
$709K +$33.5K +52 +4%
TC
3584
TAGStone Capital
North Carolina
$708K +$110K +170 +16%
MAG
3585
M3 Advisory Group
Massachusetts
$708K -$378K -586 -32%
CCP
3586
Carmel Capital Partners
California
$707K -$131K -203 -14%
LWM
3587
LeConte Wealth Management
Tennessee
$706K +$790K +1,225 New
HP
3588
Holistic Planning
Texas
$703K +$24.5K +38 +3%
VPF
3589
Vantage Point Financial
Illinois
$703K +$156K +242 +25%
PA
3590
Planning Alternatives
Michigan
$703K +$521K +807 +196%
TAM
3591
Townsend Asset Management
North Carolina
$702K +$37.4K +58 +5%
BSHC
3592
Breed's Hill Capital
Massachusetts
$700K -$645 -1 -0.1%
GK
3593
Graney & King
New York
$698K +$7.1K +11 +0.9%
TSS
3594
Two Sigma Securities
New York
$697K -$3.01M -4,660 -79%
CMS
3595
Capital Market Strategies
Florida
$697K -$163K -253 -17%
FWA
3596
Flagship Wealth Advisors
Massachusetts
$696K +$484K +750 +164%
TFA
3597
Trinity Financial Advisors
Ohio
$694K +$123K +191 +17%
IW
3598
Instrumental Wealth
Florida
$693K +$49.7K +77 +6%
RMCM
3599
Reynders McVeigh Capital Management
Massachusetts
$693K -$12.9K -20 -2%
BCM
3600
Bienville Capital Management
New York
$692K +$101K +157 +15%
142 143
144
145 146