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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3301
AllSquare Wealth Management
New York
$1.45M +$43.6K +188 +3%
PFA
3302
Professional Financial Advisors
Nebraska
$1.45M -$297K -1,281 -17%
1WM
3303
1900 Wealth Management
Texas
$1.45M +$764K +3,294 +116%
HPCM
3304
High Pointe Capital Management
Illinois
$1.44M – – –
MWP
3305
Madison Wealth Partners
Wisconsin
$1.44M – – –
WA
3306
WP Advisors
California
$1.44M -$37.6K -162 -3%
RWMH
3307
Riverpoint Wealth Management Holdings
Illinois
$1.44M -$299K -1,290 -17%
EMFAT
3308
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.43M -$27.8K -120 -2%
SFWC
3309
Strategic Family Wealth Counselors
New Jersey
$1.42M +$222K +955 +19%
FC
3310
FCA Corp
Texas
$1.42M -$3.71K -16 -0.3%
MGAM
3311
McGowan Group Asset Management
Texas
$1.42M +$4.64K +20 +0.3%
IAP
3312
Indie Asset Partners
Indiana
$1.42M -$177K -764 -11%
PGCM
3313
Prescott Group Capital Management
Oklahoma
$1.42M – – –
VFM
3314
Viking Fund Management
North Dakota
$1.42M +$1.39M +6,000 New
CWM
3315
Curi Wealth Management
North Carolina
$1.41M -$5.8K -25 -0.4%
WWMSC
3316
Wagner Wealth Management (South Carolina)
South Carolina
$1.41M +$23.2K +100 +2%
FNC
3317
First National Corp
Massachusetts
$1.41M +$67.1K +289 +5%
TF
3318
TimeScale Financial
Massachusetts
$1.4M -$74.2K -320 -5%
AFA
3319
American Financial Advisors
Georgia
$1.4M -$464 -2 -0%
OWM
3320
Orgel Wealth Management
Wisconsin
$1.4M +$32.5K +140 +2%
SWP
3321
Summit Wealth Partners
Florida
$1.4M -$103K -442 -7%
CP
3322
Coho Partners
Pennsylvania
$1.39M -$113K -487 -8%
IMA
3323
Investment Management Associates
Colorado
$1.39M +$767K +3,306 +128%
CMBA
3324
C.M. Bidwell & Associates
Hawaii
$1.39M +$105K +453 +8%
PCH
3325
PGIM Custom Harvest
New Jersey
$1.39M +$726K +3,130 +117%
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133
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