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Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
3976
Nova R Wealth
Kansas
$697K +$39.4K +59 +6%
BAG
3977
Bridgewealth Advisory Group
California
$697K +$120K +180 +21%
EWA
3978
Emergent Wealth Advisors
New York
$697K +$123K +184 +21%
OGF
3979
Orin Green Financial
California
$696K +$167K +250 +31%
SCM
3980
Stevens Capital Management
Pennsylvania
$695K -$5.25M -7,867 -88%
KA
3981
Kozak & Associates
Colorado
$694K -$566K -847 -44%
DSCM
3982
Del-Sette Capital Management
New York
$694K – – –
NP
3983
Ninepoint Partners
Ontario, Canada
$694K -$346K -518 -33%
SIM
3984
Studio Investment Management
Illinois
$692K -$36.1K -54 -5%
BRWM
3985
Blue Rock Wealth Management
North Carolina
$692K +$156K +233 +29%
ACM
3986
Avalon Capital Management
California
$692K -$397K -595 -36%
LF
3987
LifeSteps Financial
California
$691K +$88.8K +133 +15%
SGI
3988
Swan Global Investments
Colorado
$691K +$96.2K +144 +16%
MAS
3989
MPWM Advisory Solutions
Georgia
$691K -$78.8K -118 -10%
AIM
3990
Aspen Investment Management
Michigan
$690K +$411K +615 +143%
CAG
3991
Compass Advisory Group
New York
$690K -$48.7K -73 -7%
RWS
3992
Resolute Wealth Strategies
Mississippi
$688K +$8.68K +13 +1%
EIA
3993
Edgemoor Investment Advisors
Maryland
$688K -$2.67K -4 -0.4%
WAU
3994
Wellington-Altus USA
Manitoba, Canada
$688K +$696K +1,042 New
BH
3995
Burk Holdings
Oklahoma
$687K +$108K +162 +18%
FWM
3996
Fonville Wealth Management
Virginia
$685K +$99.5K +149 +17%
E
3997
Entelevest
Florida
$685K +$693K +1,038 New
GAFA
3998
Garton & Associates Financial Advisors
Kentucky
$684K +$692K +1,037 New
CWP
3999
Clark Wealth Partners
Illinois
$684K – – –
CIM
4000
Capital Investment Management
Missouri
$682K +$690K +1,033 New
158 159
160
161 162