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Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
3201
Wulff, Hansen & Co
California
$2.56M +$5.43K +20 +0.2%
MSA
3202
McAlister Sweet & Associates
Texas
$2.56M +$256K +943 +10%
MA
3203
MKT Advisors
California
$2.56M -$120K -441 -4%
KOMWMG
3204
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.56M +$379K +1,397 +16%
PSC
3205
Prentiss Smith & Co
Vermont
$2.55M – – –
WAC
3206
William Allan Corp
Colorado
$2.55M +$388K +1,429 +17%
MWP
3207
Madison Wealth Partners
Wisconsin
$2.55M +$344K +1,267 +15%
CFG
3208
CKW Financial Group
Hawaii
$2.54M -$13.3K -49 -0.5%
LK
3209
Lumbard & Kellner
New Hampshire
$2.54M – – –
CWM
3210
Cahaba Wealth Management
Georgia
$2.54M -$184K -678 -6%
MA
3211
Mezzasalma Advisors
New Jersey
$2.54M +$128K +470 +5%
WCA
3212
Waypoint Capital Advisors
Minnesota
$2.54M +$197K +726 +8%
DWM
3213
Drive Wealth Management
Utah
$2.54M +$650K +2,394 +32%
TA
3214
TKG Advisors
Indiana
$2.53M -$434K -1,600 -14%
AT
3215
Arvest Trust
Oklahoma
$2.53M +$193K +710 +8%
PBO
3216
Peoples Bank (Ohio)
Ohio
$2.53M -$25.8K -95 -1%
ECAM
3217
East Coast Asset Management
Massachusetts
$2.53M -$66.5K -245 -2%
KWM
3218
KerberRose Wealth Management
Wisconsin
$2.53M +$2.67M +9,845 New
TC
3219
Titleist Capital
Texas
$2.53M -$162K -596 -6%
RC
3220
RBO & Co
California
$2.53M – – –
MFGM
3221
Marshall Financial Group (Maryland)
Maryland
$2.52M +$143K +527 +6%
NG
3222
Northstar Group
New York
$2.52M – – –
PWA
3223
Primoris Wealth Advisors
Florida
$2.52M +$46.4K +171 +2%
CSI
3224
Cross Staff Investments
New York
$2.51M +$271 +1 +0%
SAF
3225
Smith Anglin Financial
Texas
$2.51M -$79K -291 -3%
127 128
129
130 131