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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
3126
BSW Wealth Partners
Colorado
$5.78M +$681K +1,627 +12%
FWP
3127
Falcon Wealth Planning
California
$5.77M +$157K +375 +2%
AEPWM
3128
Atlantic Edge Private Wealth Management
Florida
$5.77M -$779K -1,862 -11%
OWA
3129
One Wealth Advisors
California
$5.77M +$97.9K +234 +2%
SAMT
3130
Select Asset Management & Trust
Pennsylvania
$5.76M +$2.7M +6,441 +71%
DCU
3131
Dara Capital US
Florida
$5.76M +$220K +525 +3%
RA
3132
RiverPark Advisors
New York
$5.75M -$113K -270 -2%
WI
3133
Westbourne Investments
Virginia
$5.74M +$485K +1,160 +8%
SAM
3134
S.A. Mason
Michigan
$5.74M +$70.7K +169 +1%
BFA
3135
Brown Financial Advisors
Ohio
$5.74M +$452K +1,079 +7%
LC
3136
Legacy CG
Texas
$5.74M +$195K +465 +3%
KHCM
3137
Kirtland Hills Capital Management
Ohio
$5.73M +$394K +941 +8%
OFA
3138
Orographic Financial Advisors
Colorado
$5.73M +$6.48M +15,477 New
CCM
3139
Cloud Capital Management
Washington
$5.73M +$139K +331 +2%
TCG
3140
Transcendent Capital Group
Oklahoma
$5.72M -$696K -1,663 -10%
TIA
3141
Traphagen Investment Advisors
New Jersey
$5.72M +$25.5K +61 +0.4%
SCP
3142
Seizert Capital Partners
Michigan
$5.72M -$2.18M -5,216 -25%
WFS
3143
Widmann Financial Services
Maryland
$5.71M -$43.5K -104 -0.7%
SDWIA
3144
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.7M +$322K +770 +5%
WAM
3145
WNY Asset Management
New York
$5.7M +$6.45M +15,417 New
TC
3146
Trust Company
Kansas
$5.69M +$813K +1,943 +14%
CA
3147
Calton & Associates
Florida
$5.69M +$516K +1,233 +9%
CFCI
3148
Comprehensive Financial Consultants Institutional
Indiana
$5.69M +$457K +1,091 +8%
VPW
3149
Variant Private Wealth
Virginia
$5.69M +$233K +558 +4%
MP
3150
Munro Partners
Australia
$5.68M -$154M -369,128 -96%
124 125
126
127 128