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Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
3601
Next Level Private
New York
$890K +$60.9K +95 +7%
5W
3602
5T Wealth
California
$889K -$23.1K -36 -2%
CCP
3603
Carmel Capital Partners
California
$889K +$224K +350 +29%
NA
3604
Nautilus Advisors
California
$888K +$87.2K +136 +10%
WAOI
3605
Wealth Advisors of Iowa
Iowa
$886K +$120K +188 +14%
PAM
3606
PCG Asset Management
New Jersey
$886K +$113K +176 +13%
FC
3607
Financial Council
Maryland
$885K – – –
TFA
3608
Tobias Financial Advisors
Florida
$883K -$104K -163 -10%
VCWM
3609
Vista Cima Wealth Management
Arizona
$882K -$265K -413 -21%
KCIC
3610
Kuhn & Co Investment Counsel
Illinois
$882K +$32.7K +51 +3%
AFG
3611
Allegheny Financial Group
Pennsylvania
$880K +$12.2K +19 +1%
CFD
3612
Creative Financial Designs
Indiana
$880K -$244K -381 -20%
RCM
3613
Radnor Capital Management
Pennsylvania
$878K -$16K -25 -2%
BWM
3614
Brickley Wealth Management
California
$878K +$25K +39 +3%
BWA
3615
BlueSky Wealth Advisors
North Carolina
$877K +$74.3K +116 +8%
AWM
3616
Adams Wealth Management
Utah
$877K -$107K -167 -10%
CFIA
3617
Cantor Fitzgerald Investment Advisors
New York
$877K -$59.6K -93 -6%
MW
3618
Members Wealth
Pennsylvania
$876K +$10.9K +17 +1%
MWM
3619
Momentous Wealth Management
Washington
$875K -$18.6K -29 -2%
CSIA
3620
Conrad Siegel Investment Advisors
Pennsylvania
$874K -$24.4K -38 -2%
PCWA
3621
Pacific Capital Wealth Advisors
California
$874K +$16K +25 +2%
CCA
3622
Clearwater Capital Advisors
Illinois
$873K +$36.5K +57 +4%
ALC
3623
Alexander Labrunerie & Co
Missouri
$873K +$6.41K +10 +0.7%
BAS
3624
Breakthru Advisory Services
Wisconsin
$873K -$44.9K -70 -4%
IAS
3625
Integrity Advisory Solutions
Texas
$873K +$157K +245 +19%
143 144
145
146 147