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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3976
Cherrydale Wealth Management
New Jersey
$1.48M +$74.6K +238 +6%
MAWCM
3977
Mine & Arao Wealth Creation & Management
California
$1.48M +$19.1K +61 +1%
CCA
3978
Cottonwood Capital Advisors
Utah
$1.48M -$67.4K -215 -5%
OFA
3979
Oak Family Advisors
Illinois
$1.48M +$898K +2,864 +195%
UW
3980
Unique Wealth
Florida
$1.47M +$134K +428 +11%
B
3981
BetterWealth
California
$1.47M +$1.57K +5 +0.1%
1IA
3982
1620 Investment Advisors
Massachusetts
$1.47M +$5.96K +19 +0.4%
CWA
3983
Centennial Wealth Advisory
Michigan
$1.47M +$350K +1,118 +35%
KA
3984
Kearns & Associates
California
$1.46M – – –
TC
3985
Tacita Capital
Ontario, Canada
$1.46M – – –
WMS
3986
Wealth Management Solutions
Pennsylvania
$1.46M +$19.4K +62 +1%
AWM
3987
Act Wealth Management
Texas
$1.46M -$74.6K -238 -5%
DWA
3988
Dougherty Wealth Advisers
Minnesota
$1.45M -$27.6K -88 -2%
CIA
3989
Caerus Investment Advisors
Texas
$1.45M – – –
RI
3990
Ridgewood Investments
New Jersey
$1.45M -$41.1K -131 -3%
PC
3991
Permanens Capital
New York
$1.45M -$2.65M -8,470 -67%
VC
3992
Veery Capital
Delaware
$1.45M +$89.9K +287 +7%
IFO
3993
Independent Family Office
New York
$1.45M – – –
RWM
3994
Revisor Wealth Management
Ohio
$1.45M -$154K -490 -10%
FFM
3995
Flagstone Financial Management
Nebraska
$1.44M +$111K +353 +9%
GSC
3996
G&S Capital
Colorado
$1.44M -$12.5K -40 -0.9%
IWP
3997
Innova Wealth Partners
Pennsylvania
$1.44M +$106K +337 +9%
MSRI
3998
Michael S. Ryan Inc
New York
$1.44M +$1.34M +4,266 New
AFO
3999
Arrowroot Family Office
California
$1.44M +$245K +783 +23%
CF
4000
Corrigan Financial
Rhode Island
$1.43M +$91.5K +292 +7%
158 159
160
161 162