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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3476
Provenance Wealth Advisors
Florida
$5.15M -$3M -7,041 -37%
USWG
3477
U.S. Wealth Group
New York
$5.14M +$5.2M +12,202 New
WAM
3478
Walker Asset Management
Missouri
$5.14M +$77.9K +183 +2%
BWM
3479
BlackDiamond Wealth Management
New York
$5.13M +$146K +343 +3%
DRP
3480
Decker Retirement Planning
Utah
$5.13M +$5.18M +12,171 New
WC
3481
Wynn Capital
Georgia
$5.12M +$17K +40 +0.3%
AF
3482
Affiance Financial
Minnesota
$5.12M -$41.3K -97 -0.8%
AA
3483
Alesco Advisors
New York
$5.11M +$577K +1,354 +13%
CWM
3484
Cahaba Wealth Management
Georgia
$5.11M -$63K -148 -1%
BWM
3485
Bosman Wealth Management
California
$5.11M +$5.17M +12,131 New
KW
3486
KWB Wealth
California
$5.11M +$312K +732 +7%
MPAM
3487
Murphy Pohlad Asset Management
Minnesota
$5.11M -$247K -579 -5%
GCGDR
3488
Geo Capital Gestora de Recursos
Brazil
$5.1M +$483K +1,134 +10%
FGC
3489
Financial Gravity Companies
Texas
$5.1M +$175K +410 +4%
TAI
3490
Terra Alpha Investments
District of Columbia
$5.1M +$5.15M +12,098 New
WWM
3491
Wolff Wiese Magana
California
$5.1M +$97.5K +229 +2%
RFA
3492
Register Financial Advisors
Georgia
$5.09M -$852 -2 -0%
SWP
3493
Semus Wealth Partners
Florida
$5.09M +$381K +895 +8%
VIA
3494
Vickerman Investment Advisors
Washington
$5.09M -$186K -436 -3%
CP
3495
Clarendon Private
Massachusetts
$5.08M +$5.13M +12,045 New
CF
3496
Copperwynd Financial
Arizona
$5.08M +$1.32M +3,098 +35%
HC
3497
Hamilton Capital
Ohio
$5.07M +$198K +466 +4%
FAM
3498
Forte Asset Management
New York
$5.07M – – –
HAG
3499
HF Advisory Group
Maryland
$5.07M +$57.5K +135 +1%
LBWM
3500
Left Brain Wealth Management
Illinois
$5.05M +$69.9K +164 +1%
138 139
140
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