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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
3001
McGlone Suttner Wealth Management
Wisconsin
$6.41M +$268K +662 +5%
WHCI
3002
W.H. Cornerstone Investments
Massachusetts
$6.4M -$61.9K -153 -1%
RLIM
3003
Red Lighthouse Investment Management
New York
$6.4M +$14.6K +36 +0.2%
BHWA
3004
Beacon Harbor Wealth Advisors
Virginia
$6.4M +$27.1K +67 +0.4%
MA
3005
Modus Advisors
Minnesota
$6.39M -$45.7K -113 -0.7%
WIM
3006
Wittenberg Investment Management
Massachusetts
$6.39M – – –
AWA
3007
Acorn Wealth Advisors
Michigan
$6.39M -$21.1K -52 -0.3%
RWP
3008
Ridgecrest Wealth Partners
California
$6.39M -$79.8K -197 -1%
WAL
3009
W Advisors LLC
Tennessee
$6.38M +$20.6K +51 +0.3%
SA
3010
Shilanski & Associates
Alaska
$6.38M -$41.7K -103 -0.7%
HFS
3011
HBC Financial Services
Washington
$6.38M -$128K -315 -2%
PPWM
3012
Paragon Private Wealth Management
Kentucky
$6.38M +$72.5K +179 +1%
GFPC
3013
Global Financial Private Client
Florida
$6.37M -$27.1K -67 -0.4%
DL
3014
DOHJ LLC
Washington
$6.37M -$19.8K -49 -0.3%
SIC
3015
Shoker Investment Counsel
Ohio
$6.37M -$10.5K -26 -0.2%
SWM
3016
Scissortail Wealth Management
Oklahoma
$6.37M +$6.13M +15,133 New
PCM
3017
Perkins Capital Management
Minnesota
$6.36M -$81K -200 -1%
LA
3018
LexAurum Advisors
Kansas
$6.36M -$1.39M -3,435 -19%
WCG
3019
Weaver Consulting Group
California
$6.36M -$17.4K -43 -0.3%
AAA
3020
Adams Asset Advisors
Texas
$6.35M -$30.4K -75 -0.5%
ACA
3021
Atlas Capital Advisors
Wyoming
$6.35M -$20.6M -50,836 -77%
RCM
3022
Regency Capital Management
Hawaii
$6.34M -$483K -1,193 -7%
WWC
3023
Waypoint Wealth Counsel
Georgia
$6.34M +$69.6K +172 +1%
LRWA
3024
Long Run Wealth Advisors
New York
$6.33M +$48.2K +119 +0.8%
WAM
3025
Werlinich Asset Management
Connecticut
$6.32M -$81K -200 -1%
119 120
121
122 123