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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
3276
Jeppson Wealth Management
California
$5.88M +$1.7K +4 +0%
SA
3277
SoundView Advisors
Washington
$5.87M +$5.93M +13,933 New
LWM
3278
Lodestone Wealth Management
Washington
$5.87M -$12.8K -30 -0.2%
PA
3279
Paragon Advisors
Texas
$5.87M +$616K +1,447 +12%
LWP
3280
LeClair Wealth Partners
Ohio
$5.86M +$5.92M +13,905 New
GA
3281
GraniteShares Advisors
New York
$5.86M +$235K +551 +4%
RIM
3282
Redwood Investment Management
Arizona
$5.86M +$1.91M +4,481 +48%
AWM
3283
Ameliora Wealth Management
Switzerland
$5.85M +$463K +1,087 +8%
BTWM
3284
Brass Tax Wealth Management
Ohio
$5.85M -$35.4K -83 -0.6%
WFA
3285
Wellspring Financial Advisors
Ohio
$5.85M +$359M +843,163 +561%
WSA
3286
Warm Springs Advisors
California
$5.85M +$5.91M +13,877 New
FAFN
3287
First Affirmative Financial Network
Colorado
$5.85M +$352K +826 +6%
HCM
3288
HMS Capital Management
Tennessee
$5.84M -$9.37K -22 -0.2%
WAM
3289
WNY Asset Management
New York
$5.83M -$268K -629 -4%
TWM
3290
Trueblood Wealth Management
Ohio
$5.83M +$90.7K +213 +2%
IF
3291
Ironwood Financial
Arizona
$5.83M -$12.8K -30 -0.2%
BIP
3292
Blue Investment Partners
California
$5.83M +$199K +467 +3%
CFA
3293
Capstone Financial Advisors
Illinois
$5.83M -$2.74M -6,434 -32%
WAM
3294
Wernau Asset Management
Massachusetts
$5.82M +$5.89M +13,818 New
TIA
3295
Traphagen Investment Advisors
New Jersey
$5.82M +$80.5K +189 +1%
BDFN
3296
Bond & Devick Financial Network
Minnesota
$5.82M – – –
ZP
3297
Zimmer Partners
New York
$5.82M – – –
FSG
3298
Financial Strategies Group
Michigan
$5.82M +$391K +919 +7%
OWA
3299
ORBA Wealth Advisors
Illinois
$5.81M -$139K -326 -2%
MPPLM
3300
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.81M +$221K +519 +4%
130 131
132
133 134