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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2101
Marion Wealth Management
Pennsylvania
$4.28M +$343K +535 +8%
TWM
2102
Tanager Wealth Management
United Kingdom
$4.28M +$1.01M +1,579 +27%
SWA
2103
Strategies Wealth Advisors
Michigan
$4.27M -$197K -307 -4%
LOIM
2104
Liberty One Investment Management
Illinois
$4.27M +$1.26M +1,963 +36%
COI
2105
Connable Office Inc
Michigan
$4.26M -$75.6K -118 -2%
RPCONE
2106
Retirement Planning Company of New England
Rhode Island
$4.25M +$357K +557 +8%
NHT
2107
New Hampshire Trust
New Hampshire
$4.25M +$10.3K +16 +0.2%
WAS
2108
Winch Advisory Services
Wisconsin
$4.24M +$41K +64 +0.9%
RMA
2109
Roffman Miller Associates
Pennsylvania
$4.24M +$338K +527 +8%
PCS
2110
Personal CFO Solutions
New Jersey
$4.23M +$465K +726 +11%
WPW
2111
Watershed Private Wealth
Illinois
$4.23M +$42.9K +67 +0.9%
CAC
2112
Core Alternative Capital
Georgia
$4.22M +$2.41M +3,766 +104%
FPWM
2113
FSB Premier Wealth Management
Iowa
$4.2M +$1.92K +3 +0%
SFG
2114
Synergy Financial Group
California
$4.2M +$157K +245 +3%
AA
2115
Aire Advisors
California
$4.2M +$25.6K +40 +0.5%
GIO
2116
Galilei Investment Office
United Kingdom
$4.19M -$1.56M -2,442 -25%
WAAG
2117
Wealth Alliance Advisory Group
Kansas
$4.19M +$735K +1,147 +19%
KIA
2118
KCM Investment Advisors
California
$4.19M +$25K +39 +0.5%
CNBTD
2119
Citizens National Bank Trust Department
Mississippi
$4.19M +$96.8K +151 +2%
PFBT
2120
Parkside Financial Bank & Trust
Missouri
$4.17M +$54.5K +85 +1%
NONA
2121
Ninety One North America
New York
$4.17M +$1.2M +1,872 +35%
PCIG
2122
Partners Capital Investment Group
Massachusetts
$4.16M -$1.06M -1,647 -18%
IIA
2123
Integral Investment Advisors
California
$4.16M +$941K +1,469 +25%
FMLI
2124
Fukoku Mutual Life Insurance
Japan
$4.16M -$113K -176 -2%
MWM
2125
Maridea Wealth Management
New York
$4.16M -$1.69M -2,630 -27%
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85
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