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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3851
Abound Wealth Management
Tennessee
$1.1M +$45.4K +189 +4%
LSA
3852
Lansing Street Advisors
Pennsylvania
$1.1M +$25.9K +108 +2%
NPPM
3853
North Point Portfolio Managers
Ohio
$1.09M -$153K -636 -12%
AWA
3854
Artemis Wealth Advisors
New York
$1.09M – – –
MWM
3855
Meritas Wealth Management
California
$1.09M +$1.09M +4,532 New
SGWM
3856
Sterling Group Wealth Management
California
$1.09M +$1.09M +4,530 New
RTL
3857
Red Tortoise LLC
Georgia
$1.09M +$1.09M +4,527 New
3F
3858
360 Financial
Minnesota
$1.08M – – –
DCM
3859
Driehaus Capital Management
Illinois
$1.08M -$17.8K -74 -2%
CFAM
3860
Center For Asset Management
Florida
$1.08M +$114K +475 +12%
CA
3861
Crumly & Associates
Illinois
$1.08M -$165K -689 -13%
MWC
3862
MBM Wealth Consultants
Missouri
$1.08M +$95.8K +399 +10%
CCM
3863
Chiron Capital Management
Florida
$1.07M +$248K +1,032 +30%
FA
3864
Fountainhead AM
New Jersey
$1.06M +$65K +271 +7%
CCA
3865
Cottonwood Capital Advisors
Utah
$1.06M -$26.6K -111 -2%
AFA
3866
Arlington Financial Advisors
California
$1.06M – – –
MG
3867
Marex Group
$1.06M +$1.07M +4,440 New
SWM
3868
Selective Wealth Management
Virginia
$1.06M -$4.56K -19 -0.4%
AWM
3869
Act Wealth Management
Texas
$1.06M +$138K +575 +15%
OWM
3870
OneAscent Wealth Management
Alabama
$1.06M -$161K -672 -13%
JJBC
3871
James J. Burns & Company
New York
$1.06M -$106K -440 -9%
DWA
3872
Dougherty Wealth Advisers
Minnesota
$1.06M – – –
BWM
3873
BCGM Wealth Management
Indiana
$1.06M -$30.5K -127 -3%
KOC
3874
Koss-Olinger Consulting
Florida
$1.06M +$51.1K +213 +5%
MS
3875
Mizuho Securities
Japan
$1.06M -$3.42M -14,259 -76%
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155
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