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Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
3426
Atlas Private Wealth Management
New York
$1.35M +$94.6K +325 +7%
RWMH
3427
Riverpoint Wealth Management Holdings
Illinois
$1.34M -$389K -1,338 -22%
RPGK
3428
Retirement Planning Group (Kansas)
Kansas
$1.34M -$68.7K -236 -5%
RWM
3429
Reston Wealth Management
Virginia
$1.34M +$15.4K +53 +1%
XSC
3430
X-Square Capital
Puerto Rico
$1.33M +$48.3K +166 +4%
BFG
3431
Barber Financial Group
Kansas
$1.33M +$15.7K +54 +1%
TF
3432
TLWM Financial
Texas
$1.33M +$148K +509 +12%
HPC
3433
Hobart Private Capital
North Carolina
$1.33M -$127K -437 -8%
AI
3434
AXS Investments
New York
$1.32M -$13.4M -46,184 -91%
ACP
3435
Arcus Capital Partners
Georgia
$1.32M +$81.2K +279 +6%
CFG
3436
CKW Financial Group
Hawaii
$1.32M – – –
BU
3437
Brown University
Rhode Island
$1.32M – – –
VBFP
3438
Valtinson Bruner Financial Planning
Minnesota
$1.32M -$18.9K -65 -1%
UWPG
3439
Ullmann Wealth Partners Group
Florida
$1.31M +$129K +443 +11%
PBF
3440
Petix & Botte Financial
California
$1.3M +$673K +2,314 +100%
IAA
3441
Ironsides Asset Advisors
North Carolina
$1.3M +$7.27K +25 +0.5%
NWM
3442
Northwest Wealth Management
Iowa
$1.3M -$110K -377 -8%
AWM
3443
Accel Wealth Management
Iowa
$1.29M +$50.6K +174 +4%
RPG
3444
Resource Planning Group
Georgia
$1.29M -$20.4K -70 -2%
P
3445
Palladiem
Pennsylvania
$1.28M -$125K -430 -9%
POIA
3446
Pin Oak Investment Advisors
Texas
$1.27M -$117K -403 -8%
KCA
3447
Karn Couzens & Associates
Connecticut
$1.27M -$43.6K -150 -3%
MPCG
3448
Matrix Private Capital Group
New York
$1.27M +$217K +746 +20%
BHWA
3449
Beacon Harbor Wealth Advisors
Virginia
$1.27M +$43.4K +149 +3%
LAI
3450
Legal Advantage Investments
California
$1.27M +$72.7K +250 +6%
136 137
138
139 140