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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3876
SFG Wealth Management
Maryland
$3.03M -$41.9K -98 -1%
BBA
3877
Braun-Bostich & Associates
Pennsylvania
$3.03M +$17.1K +40 +0.6%
RWS
3878
Resolute Wealth Strategies
Mississippi
$3.03M -$47.4K -111 -2%
RAG
3879
RIA Advisory Group
Iowa
$3.02M +$3M +7,021 New
MWPCG
3880
Measured Wealth Private Client Group
New Hampshire
$3.02M -$410K -960 -12%
NIA
3881
NIA Impact Advisors
California
$3.01M -$53.4K -125 -2%
VWM
3882
Vivid Wealth Management
Iowa
$3.01M -$135K -316 -4%
SRWM
3883
Shira Ridge Wealth Management
California
$3M -$153K -359 -5%
PSCM
3884
Per Stirling Capital Management
Texas
$3M +$151K +353 +5%
WIM
3885
Waycross Investment Management
Washington
$3M -$260K -609 -8%
QP
3886
Quartz Partners
New York
$3M +$2.98M +6,964 New
SSCM
3887
Spectrum Strategic Capital Management
Oregon
$2.99M +$89.3K +209 +3%
GWP
3888
Gen-Wealth Partners
Michigan
$2.99M +$280K +656 +10%
BWM
3889
BigSur Wealth Management
Florida
$2.99M +$65.8K +154 +2%
LD
3890
Lipe & Dalton
New York
$2.98M – – –
NCMW
3891
Northern Capital Management (Washington)
Washington
$2.98M +$36.8K +86 +1%
KGC
3892
Kennon-Green & Company
Ohio
$2.98M -$8.98K -21 -0.3%
MWA
3893
Motive Wealth Advisors
Michigan
$2.98M – – –
CHA
3894
Cooper/Haims Advisors
New York
$2.97M -$1.95M -4,566 -40%
ODG
3895
O'Dell Group
Ohio
$2.97M +$46.6K +109 +2%
CWI
3896
Conscious Wealth Investments
Florida
$2.97M +$1.71K +4 +0.1%
WFA
3897
WestHill Financial Advisors
California
$2.97M +$48.7K +114 +2%
BCM
3898
Brooktree Capital Management
Michigan
$2.96M – – –
FIBT
3899
First International Bank & Trust
North Dakota
$2.96M +$8.98K +21 +0.3%
NL
3900
Navalign LLC
California
$2.95M +$42.3K +99 +1%
154 155
156
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