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Name Holding Trade Value Shares
Change 		Change in
Stake
GSAM
4101
Grant Street Asset Management
Pennsylvania
$2.38M +$13.3K +31 +0.6%
O3W
4102
Omni 360 Wealth
New Jersey
$2.37M +$445K +1,041 +23%
SGWM
4103
Sterling Group Wealth Management
California
$2.37M +$9.83K +23 +0.4%
OPWM
4104
Oakwell Private Wealth Management
Texas
$2.37M -$248K -581 -10%
TWM
4105
Tolleson Wealth Management
Texas
$2.37M -$29.9K -70 -1%
KWM
4106
KFG Wealth Management
Indiana
$2.36M +$317K +741 +16%
VA
4107
Verdad Advisers
Massachusetts
$2.36M +$1.12M +2,628 +92%
RWMH
4108
Riverpoint Wealth Management Holdings
Illinois
$2.36M +$4.28K +10 +0.2%
ACMA
4109
Arbor Capital Management (Alaska)
Alaska
$2.36M -$277K -647 -10%
FFM
4110
Flagstone Financial Management
Nebraska
$2.36M +$334K +781 +17%
MWM
4111
Mosley Wealth Management
California
$2.35M +$768K +1,797 +47%
NFG
4112
Northeast Financial Group
Pennsylvania
$2.35M +$282K +660 +14%
PWM
4113
Pinnacle Wealth Management
California
$2.35M -$707K -1,655 -23%
DPW
4114
DiNuzzo Private Wealth
Pennsylvania
$2.35M +$685K +1,603 +42%
PA
4115
Planning Alternatives
Michigan
$2.35M +$68K +159 +3%
TPWM
4116
Twelve Points Wealth Management
Massachusetts
$2.35M +$5.99K +14 +0.3%
TWM
4117
TriaGen Wealth Management
California
$2.34M +$252K +589 +12%
FF
4118
Francis Financial
$2.34M +$20.9K +49 +0.9%
WCBA
4119
Weaver C. Barksdale & Associates
Tennessee
$2.33M -$164K -384 -7%
HWA
4120
Hilltop Wealth Advisors
North Carolina
$2.33M +$1.49M +3,486 +181%
SM
4121
Selkirk Management
New Jersey
$2.32M – – –
HGA
4122
Hobbs Group Advisors
South Carolina
$2.32M +$39.3K +92 +2%
TCB
4123
Texas Capital Bancshares
Texas
$2.32M -$10.7K -25 -0.5%
KFA
4124
Krane Funds Advisors
New York
$2.32M +$426K +997 +23%
KHCM
4125
Kirtland Hills Capital Management
Ohio
$2.32M +$31.6K +74 +1%
163 164
165
166 167