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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
3451
Rooted Wealth Advisors
Illinois
$4.64M +$670K +1,601 +17%
HI
3452
Hudock Inc
Pennsylvania
$4.64M +$106K +253 +2%
LIM
3453
Lingotto Investment Management
United Kingdom
$4.63M -$31.9M -76,320 -86%
FGA
3454
Fortis Group Advisors
New Jersey
$4.63M +$103K +245 +2%
CFAM
3455
Center For Asset Management
Florida
$4.63M +$1.18M +2,822 +29%
WWM
3456
Wolff Wiese Magana
California
$4.62M +$96.7K +231 +2%
WHCI
3457
W.H. Cornerstone Investments
Massachusetts
$4.62M -$344K -821 -6%
CC
3458
Clearwave Capital
California
$4.62M +$3.08M +7,370 +144%
IWA
3459
Invera Wealth Advisors
Oregon
$4.62M -$1.67K -4 -0%
MFPI
3460
Midwest Financial Partners Investments
Minnesota
$4.62M -$66.1K -158 -1%
TW
3461
Traveka Wealth
California
$4.62M -$130K -310 -2%
WI
3462
Wedgewood Investors
Pennsylvania
$4.62M +$418 +1 +0%
CG
3463
Corundum Group
Colorado
$4.61M -$1.17M -2,797 -18%
LGA
3464
Lebenthal Global Advisors
New York
$4.61M +$1.01M +2,420 +24%
EFH
3465
Eaton Financial Holdings
Florida
$4.6M -$1.39M -3,322 -21%
CPC
3466
Cookson Peirce & Co
Pennsylvania
$4.59M -$2.11M -5,032 -29%
HA
3467
Harfst & Associates
Wyoming
$4.58M +$37.2K +89 +0.7%
RWMG
3468
Redwood Wealth Management Group
New Jersey
$4.58M +$114K +273 +2%
SFG
3469
Shum Financial Group
California
$4.58M +$473K +1,130 +10%
CC
3470
Commons Capital
Massachusetts
$4.58M +$183K +438 +4%
KA
3471
Kerrisdale Advisers
Florida
$4.58M +$4.94M +11,795 +2,080%
MPPLM
3472
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.58M -$48.5K -116 -0.9%
REMPR
3473
Roof Eidam Maycock Peralta (REMP)
California
$4.57M – – –
PWM
3474
Peterson Wealth Management
Nevada
$4.57M +$5.16M +12,343 New
FWM
3475
Forza Wealth Management
Florida
$4.57M +$119K +284 +2%
137 138
139
140 141