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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3601
PRW Wealth Management
Massachusetts
$1.99M +$47.2K +185 +3%
DI
3602
Dalton Investments
Nevada
$1.99M -$408K -1,600 -19%
FWA
3603
FOCUS Wealth Advisors
Texas
$1.99M +$130K +508 +8%
BFAG
3604
Blackston Financial Advisory Group
Florida
$1.98M -$153K -601 -8%
EWA
3605
Evolution Wealth Advisors
Florida
$1.98M +$353K +1,383 +25%
RIS
3606
Retirement Income Solutions
Michigan
$1.97M +$366K +1,433 +26%
NRW
3607
Nova R Wealth
Kansas
$1.97M +$37.5K +147 +2%
EPA
3608
Element Pointe Advisors
Florida
$1.96M -$37.2K -146 -2%
WWG
3609
West Wealth Group
California
$1.96M -$14K -55 -0.8%
RRCM
3610
Rappaport Reiches Capital Management
Illinois
$1.96M -$134K -524 -7%
BG
3611
Benedetti & Gucer
Georgia
$1.96M +$1.13M +4,431 +188%
AF
3612
Aldebaran Financial
$1.95M -$332K -1,301 -16%
LSA
3613
Lion Street Advisors
Texas
$1.95M +$921K +3,609 +114%
ACA
3614
Ascension Capital Advisors
Texas
$1.95M +$1.17M +4,600 +214%
WFM
3615
Wolff Financial Management
Michigan
$1.95M -$23.5K -92 -1%
GFA
3616
Gallagher Fiduciary Advisors
Illinois
$1.94M +$1.72M +6,729 New
JBA
3617
Johnson Bixby & Associates
Washington
$1.93M -$34.2K -134 -2%
SIP
3618
Scott Investment Partners
United Kingdom
$1.93M – – –
AWP
3619
Abacus Wealth Partners
California
$1.93M +$141K +553 +10%
FNBSF
3620
First National Bank Sioux Falls
South Dakota
$1.93M +$10.2K +40 +0.6%
WW
3621
Westshore Wealth
California
$1.93M +$19.9K +78 +1%
WCBA
3622
Weaver C. Barksdale & Associates
Tennessee
$1.92M -$81.9K -321 -5%
CFO
3623
Collective Family Office
Pennsylvania
$1.92M -$309K -1,211 -15%
CFA
3624
Compass Financial Advisors
Indiana
$1.91M -$88.3K -346 -5%
TF
3625
TimeScale Financial
Massachusetts
$1.91M +$126K +495 +8%
143 144
145
146 147