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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
3726
Bayshore Asset Management
Florida
$1.21M – – –
FWM
3727
Fingerlakes Wealth Management
New York
$1.21M +$3.53K +13 +0.3%
BWM
3728
Brickley Wealth Management
California
$1.21M +$129K +476 +11%
AAM
3729
Alken Asset Management
United Kingdom
$1.21M – – –
PSF
3730
Pacific Sun Financial
California
$1.2M +$21.7K +80 +2%
BU
3731
Brown University
Rhode Island
$1.2M – – –
FAFN
3732
First Affirmative Financial Network
Colorado
$1.2M -$114K -421 -8%
CSIA
3733
Conrad Siegel Investment Advisors
Pennsylvania
$1.19M -$2.71K -10 -0.2%
HSG
3734
Helen Stephens Group
Texas
$1.19M +$2.71K +10 +0.2%
WAOI
3735
Wealth Advisors of Iowa
Iowa
$1.19M +$430K +1,583 +52%
MWP
3736
Meridian Wealth Partners
Pennsylvania
$1.19M +$10.9K +40 +0.9%
PWA
3737
Peterson Wealth Advisors
Utah
$1.19M -$2.98K -11 -0.2%
CPP
3738
Capasso Planning Partners
South Carolina
$1.18M +$77.3K +285 +7%
PWS
3739
Private Wealth Strategies
Ohio
$1.18M +$508K +1,870 +69%
RFN
3740
Redwood Financial Network
Ohio
$1.17M +$90.4K +333 +8%
AC
3741
Apogem Capital
New York
$1.17M -$218K -805 -15%
BBA
3742
Braun-Bostich & Associates
Pennsylvania
$1.17M +$148K +545 +14%
SC
3743
Stephens Consulting
Michigan
$1.17M -$190K -701 -13%
FPWM
3744
FSB Premier Wealth Management
Iowa
$1.17M – – –
FCMA
3745
Foresight Capital Management Advisors
Michigan
$1.16M -$957K -3,526 -44%
RWMH
3746
Riverpoint Wealth Management Holdings
Illinois
$1.16M +$2.17K +8 +0.2%
VPW
3747
Vericrest Private Wealth
Pennsylvania
$1.16M – – –
RDFA
3748
Ritter Daniher Financial Advisory
Ohio
$1.16M +$65.4K +241 +6%
CWM
3749
Cherrydale Wealth Management
New Jersey
$1.16M -$298K -1,097 -20%
WA
3750
Wealthstream Advisors
New York
$1.16M -$159K -585 -12%
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