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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
4001
Twelve Points Wealth Management
Massachusetts
$2.19M +$75.8K +213 +4%
CBNLCF
4002
Cognios Beta Neutral Large Cap Fund
Kansas
$2.19M
OA
4003
Operose Advisors
Wisconsin
$2.19M -$677K -1,902 -25%
SWP
4004
Summit Wealth Partners
Florida
$2.19M -$11K -31 -0.5%
CC
4005
Cypress Capital
Tennessee
$2.19M -$45.6K -128 -2%
VWM
4006
VCI Wealth Management
Missouri
$2.18M +$2.07M +5,807 New
CIS
4007
Custom Index Systems
New York
$2.18M +$2.06M +5,794 New
NF
4008
Norwood Financial
Pennsylvania
$2.18M -$53.4K -150 -3%
3F
4009
360 Financial
Minnesota
$2.17M +$195K +549 +10%
GIM
4010
Guild Investment Management
California
$2.17M -$110K -309 -5%
WLIM
4011
White Lighthouse Investment Management
Massachusetts
$2.17M +$40.6K +114 +2%
TWM
4012
Triton Wealth Management
Arizona
$2.17M +$9.97K +28 +0.5%
HGA
4013
Hobbs Group Advisors
South Carolina
$2.16M +$2.05M +5,754 New
EE
4014
EWG Elevate
California
$2.16M +$27.1K +76 +1%
NA
4015
Nottingham Advisors
New York
$2.16M +$189K +530 +10%
MWM
4016
MorganRosel Wealth Management
Colorado
$2.16M -$58.7K -165 -3%
IFS
4017
Intelligent Financial Strategies
Minnesota
$2.15M -$74.7K -210 -4%
RWA
4018
Rooted Wealth Advisors
Illinois
$2.15M +$34.2K +96 +2%
VAF
4019
Values Added Financial
District of Columbia
$2.14M +$293K +823 +17%
Cohen & Steers
4020
Cohen & Steers
New York
$2.14M -$252K -708 -11%
IWS
4021
Integrity Wealth Solutions
Colorado
$2.13M +$2.02M +5,673 New
QAM
4022
Q3 Asset Management
Michigan
$2.13M +$2.01M +5,659 New
DTL
4023
Dynamic Technology Lab
Singapore
$2.13M -$3.34M -9,388 -62%
WWM
4024
Whalen Wealth Management
Nevada
$2.13M +$2.01M +5,652 New
RFS
4025
Richardson Financial Services
Massachusetts
$2.12M +$2.01M +5,647 New