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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3501
Alta Wealth Advisors
Massachusetts
$5.87M +$487K +972 +9%
LSWP
3502
Liberty Square Wealth Partners
Pennsylvania
$5.85M -$20K -40 -0.3%
WP
3503
Wealthspan Partners
Iowa
$5.85M -$106K -211 -2%
RHP
3504
Royal Harbor Partners
Texas
$5.85M +$226K +450 +4%
RWMG
3505
Redwood Wealth Management Group
New Jersey
$5.85M -$57.1K -114 -0.9%
WFAG
3506
Wescott Financial Advisory Group
Pennsylvania
$5.84M -$469K -936 -7%
LWM
3507
Lakeridge Wealth Management
Ohio
$5.84M +$301K +601 +5%
MPIA
3508
Mountain Pacific Investment Advisers
Idaho
$5.83M -$82.7K -165 -1%
FWM
3509
Forza Wealth Management
Florida
$5.83M +$54.6K +109 +0.9%
MF
3510
Manchester Financial
California
$5.83M -$19.5K -39 -0.3%
MIM
3511
Montgomery Investment Management
Maryland
$5.83M – – –
SSG
3512
Summit Securities Group
New York
$5.83M +$1.93M +3,842 +47%
SAMC
3513
Spectrum Asset Management (California)
California
$5.83M -$7.52K -15 -0.1%
LBWM
3514
Left Brain Wealth Management
Illinois
$5.83M -$93.2K -186 -2%
NTIC
3515
Napean Trading & Investment Company
Singapore
$5.82M – – –
WWMSC
3516
Wagner Wealth Management (South Carolina)
South Carolina
$5.82M +$1.19M +2,373 +25%
FFA
3517
Fi3 Financial Advisors
Indiana
$5.82M +$642K +1,281 +12%
BPW
3518
Bingham Private Wealth
California
$5.81M +$8.53M +17,012 New
CCWM
3519
Correct Capital Wealth Management
Missouri
$5.81M +$1.59M +3,164 +36%
GCA
3520
Gallagher Capital Advisors
Texas
$5.81M -$141K -281 -2%
TY
3521
Titiun Yejiel
$5.8M +$6.01M +12,000 New
WAM
3522
Walker Asset Management
Missouri
$5.8M -$69.2K -138 -1%
TAM
3523
Todd Asset Management
Kentucky
$5.8M +$251K +500 +4%
NG
3524
Northstar Group
New York
$5.79M +$241K +480 +4%
BSCCG
3525
Blue Sky Capital Consultants Group
California
$5.79M +$301K +601 +5%
139 140
141
142 143