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Name Holding Trade Value Shares
Change 		Change in
Stake
KW
3726
Keyvantage Wealth
Pennsylvania
$4.57M +$301K +693 +8%
IF
3727
Integrity Financial
Wyoming
$4.57M +$105K +241 +3%
ML
3728
Mayport LLC
Massachusetts
$4.56M -$123K -284 -3%
LWM
3729
LongView Wealth Management
Georgia
$4.55M -$335K -772 -8%
LWM
3730
LJI Wealth Management
Indiana
$4.55M -$59.1K -136 -1%
HP
3731
HT Partners
Connecticut
$4.54M -$3.91K -9 -0.1%
EBWM
3732
Eagle Bluffs Wealth Management
Missouri
$4.54M +$54.3K +125 +1%
TFO
3733
Tarbox Family Office
California
$4.54M +$5.21K +12 +0.1%
CG
3734
Cynosure Group
Utah
$4.53M – – –
SIM
3735
Sterling Investment Management
Arizona
$4.53M -$16.1K -37 -0.4%
RWS
3736
Resolute Wealth Strategies
Mississippi
$4.52M +$422K +971 +12%
WCM
3737
Washburn Capital Management
Florida
$4.52M -$149K -344 -4%
BMCM
3738
Burns Matteson Capital Management
New York
$4.52M +$36.9K +85 +0.9%
RA
3739
Riversedge Advisors
Delaware
$4.52M +$1.09M +2,518 +38%
PWS
3740
Proactive Wealth Strategies
Georgia
$4.52M -$20K -46 -0.5%
IQI
3741
Integrated Quantitative Investments
Washington
$4.52M +$3.95M +9,089 New
KW
3742
KWB Wealth
California
$4.52M -$85.6K -197 -2%
SWM
3743
Salvus Wealth Management
New Jersey
$4.52M -$32.1K -74 -0.8%
PTC
3744
Provident Trust Company
Wisconsin
$4.51M – – –
MWM
3745
MinichMacGregor Wealth Management
New York
$4.51M -$568K -1,309 -13%
FLP
3746
Financial Life Planners
Arizona
$4.51M -$1.89M -4,353 -32%
BC
3747
Barrett & Company
Rhode Island
$4.5M +$239K +551 +6%
LCM
3748
Legato Capital Management
California
$4.5M -$138K -317 -3%
LAS
3749
LWM Advisory Services
Florida
$4.49M -$197K -454 -5%
LI
3750
LifeWealth Investments
Florida
$4.49M +$786K +1,811 +25%
148 149
150
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