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Name Holding Trade Value Shares
Change 		Change in
Stake
TP
3126
Truvvo Partners
New York
$1.05M -$954K -4,541 -48%
CFG
3127
CKW Financial Group
Hawaii
$1.04M +$819K +3,900 +382%
FP
3128
Foundry Partners
Minnesota
$1.04M – – –
WR
3129
Watson Rebecca
$1.04M +$109K +520 +12%
SL
3130
Savior LLC
Massachusetts
$1.04M -$8.82K -42 -0.8%
PEA
3131
Pacific Edge Advisors
California
$1.03M -$25.2K -120 -2%
RPGK
3132
Retirement Planning Group (Kansas)
Kansas
$1.03M +$17K +81 +2%
EWF
3133
Epstein & White Financial
California
$1.03M +$17.9K +85 +2%
SFWC
3134
Strategic Family Wealth Counselors
New Jersey
$1.02M -$90.9K -433 -8%
TFCP
3135
Twin Focus Capital Partners
Massachusetts
$1.02M +$85.7K +408 +9%
EFL
3136
ERn Financial LLC
Wisconsin
$1.02M +$27.1K +129 +3%
SHWM
3137
Smith & Howard Wealth Management
Georgia
$1.02M -$45.8K -218 -4%
MCM
3138
Mainstay Capital Management
Michigan
$1.01M +$22.1K +105 +2%
HPC
3139
Hobart Private Capital
North Carolina
$1.01M +$18.3K +87 +2%
WLIM
3140
White Lighthouse Investment Management
Massachusetts
$1.01M -$3.57K -17 -0.4%
FWM
3141
FSA Wealth Management
Massachusetts
$1.01M -$77.7K -370 -7%
OWM
3142
Opes Wealth Management
California
$1.01M +$83.6K +398 +9%
SPP
3143
Single Point Partners
Massachusetts
$999K -$54.8K -261 -5%
AW
3144
Alpha Windward
Massachusetts
$998K +$217K +1,034 +28%
AA
3145
Aufman Associates
Pennsylvania
$996K -$50.4K -240 -5%
UWM
3146
USAdvisors Wealth Management
Minnesota
$993K -$2.94K -14 -0.3%
APWM
3147
Atlas Private Wealth Management
New York
$992K +$136K +647 +16%
SPA
3148
Sentinel Pension Advisors
Massachusetts
$992K +$340K +1,618 +52%
ACP
3149
Aveo Capital Partners
Colorado
$988K +$749K +3,568 +315%
HIS
3150
Harvest Investment Services
Illinois
$987K -$88.2K -420 -8%
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