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Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
3526
Pine Harbor Wealth Management
Maryland
$4.41M +$7.28K +18 +0.2%
AMG
3527
Advisors Management Group
Wisconsin
$4.41M -$401K -991 -8%
BBPWM
3528
Blue Bell Private Wealth Management
Pennsylvania
$4.4M +$403K +995 +9%
SH
3529
SLT Holdings
Arizona
$4.4M -$448K -1,107 -9%
IPWA
3530
International Private Wealth Advisors
California
$4.39M +$1.38M +3,419 +41%
AFW
3531
Avantra Family Wealth
Pennsylvania
$4.38M +$212K +525 +5%
IPW
3532
Impact Partnership Wealth
Georgia
$4.38M +$422K +1,043 +10%
RWA
3533
Rooted Wealth Advisors
Illinois
$4.38M +$263K +649 +6%
AWM
3534
Abound Wealth Management
Tennessee
$4.38M +$1.35M +3,334 +40%
MPPLM
3535
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.37M -$265K -655 -5%
CW
3536
CrossGen Wealth
North Carolina
$4.36M -$29.1K -72 -0.6%
WIM
3537
Wittenberg Investment Management
Massachusetts
$4.36M – – –
APFP
3538
Action Point Financial Planning
Michigan
$4.36M +$4.73M +11,699 New
BCM
3539
Barrier Capital Management
California
$4.36M -$4.24M -10,480 -47%
T
3540
TrustBank
Illinois
$4.36M -$158K -390 -3%
NWA
3541
Northwest Wealth Advisors
Washington
$4.35M +$101K +249 +2%
MPIA
3542
Mountain Pacific Investment Advisers
Idaho
$4.35M – – –
FCM
3543
Fremen Capital Management
Connecticut
$4.34M -$7.21M -17,818 -60%
MA
3544
Modus Advisors
Minnesota
$4.34M -$282K -698 -6%
KPF
3545
K2 Principal Fund
Ontario, Canada
$4.34M +$2.28M +5,638 +94%
GCA
3546
Gallagher Capital Advisors
Texas
$4.34M -$45.7K -113 -1%
AWAU
3547
Alliance Wealth Advisors (Utah)
Utah
$4.34M -$510K -1,261 -10%
BIA
3548
Benchmark Investment Advisors
Illinois
$4.33M +$339K +839 +8%
CS
3549
Crescent Sterling
Louisiana
$4.32M +$83.3K +206 +2%
SWRP
3550
Summit Wealth & Retirement Planning
California
$4.32M -$8.09K -20 -0.2%
140 141
142
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