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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
4026
Twelve Points Wealth Management
Massachusetts
$2.38M -$68.4K -169 -3%
CWM
4027
Cherrydale Wealth Management
New Jersey
$2.38M +$358K +884 +19%
NF
4028
Norwood Financial
Pennsylvania
$2.38M -$58.7K -145 -3%
BBPWM
4029
Blue Bell Private Wealth Management
Pennsylvania
$2.38M +$36.4K +90 +2%
TBC
4030
Ted Buchan & Co
California
$2.37M +$136K +337 +6%
PFA
4031
Professional Financial Advisors
Nebraska
$2.37M -$107K -265 -4%
HIM
4032
Hanlon Investment Management
New Jersey
$2.37M +$186K +459 +9%
PPA
4033
Painted Porch Advisors
California
$2.37M +$266K +658 +13%
SWP
4034
Summit Wealth Partners
Florida
$2.37M -$78.9K -195 -3%
AWMG
4035
Alliance Wealth Management Group
New Jersey
$2.37M +$448K +1,106 +24%
RW
4036
RVW Wealth
California
$2.36M -$109K -269 -5%
4WM
4037
49 Wealth Management
Texas
$2.36M +$322K +795 +17%
AWM
4038
Abound Wealth Management
Tennessee
$2.36M +$5.67K +14 +0.3%
MIM
4039
Macroview Investment Management
Maryland
$2.36M +$27.9K +69 +1%
GCM
4040
Glaxis Capital Management
Florida
$2.36M +$1.21M +3,000 +115%
GAA
4041
Global Assets Advisory
Florida
$2.35M +$2.24M +5,541 New
GCP
4042
GSA Capital Partners
United Kingdom
$2.35M -$430K -1,063 -16%
EE
4043
EWG Elevate
California
$2.35M -$69.2K -171 -3%
KIG
4044
Kennedy Investment Group
New Jersey
$2.34M +$293K +725 +15%
CAM
4045
Campion Asset Management
Virginia
$2.34M +$11.7K +29 +0.5%
KWAG
4046
Kiely Wealth Advisory Group
North Carolina
$2.34M – – –
MAM
4047
Mainsail Asset Management
Alabama
$2.34M +$1.62K +4 +0.1%
APW
4048
Aurora Private Wealth
New Jersey
$2.33M -$21.1K -52 -0.9%
SDAM
4049
Shulman DeMeo Asset Management
New York
$2.33M +$101K +249 +5%
TI
4050
Truepoint Inc
Ohio
$2.33M -$5.88M -14,522 -72%
160 161
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