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Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
4101
RPg Family Wealth Advisory
Massachusetts
$542K -$6.93M -10,815 -92%
PCM
4102
Polymer Capital Management
New York
$542K +$317K +495 +110%
TPW
4103
Tiller Private Wealth
Pennsylvania
$541K -$9.61K -15 -2%
HWMG
4104
Hurlow Wealth Management Group
Indiana
$541K +$42.3K +66 +8%
MPW
4105
Magnolia Private Wealth
Pennsylvania
$540K +$29.5K +46 +5%
WCM
4106
Windsor Capital Management
Arizona
$538K – – –
IA
4107
IMZ Advisory
Florida
$537K -$12.8K -20 -2%
SWG
4108
Summit Wealth Group
Vermont
$537K +$145K +226 +32%
WMN
4109
Wealth Management Nebraska
Nebraska
$536K -$8.33K -13 -1%
FHB
4110
First Hawaiian Bank
Hawaii
$535K – – –
DWM
4111
Daner Wealth Management
Georgia
$535K -$42.3K -66 -7%
SEP
4112
Southland Equity Partners
Missouri
$534K +$88.4K +138 +17%
SWMG
4113
Sard Wealth Management Group
Georgia
$534K +$129K +201 +27%
BWS
4114
Broadway Wealth Solutions
Texas
$532K +$31.4K +49 +6%
RWM
4115
Rolek Wealth Management
Pennsylvania
$531K – – –
NB
4116
Northwest Bancshares
Pennsylvania
$530K – – –
EFG
4117
Elm3 Financial Group
Georgia
$529K -$1.28K -2 -0.2%
1WM
4118
1900 Wealth Management
Texas
$529K -$164K -256 -22%
BSAM
4119
Blue Square Asset Management
New York
$529K +$9.61K +15 +2%
SFS
4120
Security Financial Services
Indiana
$529K -$16K -25 -3%
KG
4121
Kilter Group
New York
$527K +$82K +128 +16%
CCWP
4122
Cedar Cove Wealth Partners
Minnesota
$527K -$36.5K -57 -6%
MBI
4123
May Barnhard Investments
Maryland
$526K -$5.77K -9 -1%
EWS
4124
Eagle Wealth Strategies
New Jersey
$526K +$22.4K +35 +4%
BWP
4125
Barlow Wealth Partners
Kentucky
$526K -$21.7M -33,818 -98%
163 164
165
166 167