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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
4076
DecisionMap Wealth Management
Virginia
$3.79M -$11K -22 -0.3%
FDDB
4077
Fidelity D&D Bancorp
Pennsylvania
$3.79M -$229K -456 -6%
BRPW
4078
Ballast Rock Private Wealth
South Carolina
$3.79M +$3.93M +7,833 New
TBC
4079
Ted Buchan & Co
California
$3.78M +$143K +286 +4%
VAM
4080
Verity Asset Management
North Carolina
$3.78M -$3.89M -7,761 -50%
DSA
4081
Droms Strauss Advisors
Missouri
$3.77M -$21.5K -43 -0.5%
CWM
4082
Cranbrook Wealth Management
Michigan
$3.77M +$307K +612 +9%
PWM
4083
Power Wealth Management
Georgia
$3.77M -$34.1K -68 -0.9%
KBFS
4084
Kohmann Bosshard Financial Services
Ohio
$3.76M – – –
NCMW
4085
Northern Capital Management (Washington)
Washington
$3.76M +$417K +833 +12%
CBT
4086
CoreFirst Bank & Trust
Kansas
$3.76M -$179K -358 -4%
SA
4087
SPWM Advisors
Michigan
$3.75M +$3.89M +7,760 New
AIP
4088
Almanack Investment Partners
Pennsylvania
$3.75M -$375K -748 -9%
PFA
4089
Pettinga Financial Advisors
Indiana
$3.75M +$216K +432 +6%
FWP
4090
Flatrock Wealth Partners
California
$3.75M +$3.88M +7,752 New
CA
4091
CWC Advisors
Oregon
$3.74M +$4.51K +9 +0.1%
SPWM
4092
Spartan Planning & Wealth Management
North Carolina
$3.74M -$3.67M -7,333 -49%
OPWM
4093
Oakwell Private Wealth Management
Texas
$3.73M +$197K +393 +5%
OIM
4094
Oder Investment Management
California
$3.73M -$24.1K -48 -0.6%
SAM
4095
Seelaus Asset Management
New Jersey
$3.73M -$5.01K -10 -0.1%
OW
4096
Olistico Wealth
Oklahoma
$3.73M +$49.6K +99 +1%
GC
4097
Grange Capital
Oregon
$3.72M -$12.5K -25 -0.3%
SPI
4098
Sutton Place Investors
New York
$3.72M +$217K +434 +6%
CA
4099
Carson Advisory
Georgia
$3.72M -$22.6K -45 -0.6%
RFW
4100
Redwood Family Wealth
Texas
$3.71M +$3.85M +7,675 New
162 163
164
165 166