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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
4126
Requisite Capital Management
Texas
$3.64M +$212K +424 +6%
MLA
4127
MB, Levis & Associates
Pennsylvania
$3.64M -$61.6K -123 -2%
CA
4128
Cannon Advisors
North Carolina
$3.64M -$264K -527 -6%
MDA
4129
Minot DeBlois Advisors
Massachusetts
$3.64M -$54.1K -108 -1%
KFS
4130
Kaizen Financial Strategies
California
$3.64M +$88.7K +177 +2%
KPWG
4131
KFA Private Wealth Group
Virginia
$3.63M +$930K +1,856 +33%
TFG
4132
Taylor Financial Group
Virginia
$3.62M -$58.6K -117 -2%
MLFP
4133
MPS Loria Financial Planners
Illinois
$3.61M +$4.51K +9 +0.1%
NWMG
4134
Nicholson Wealth Management Group
South Carolina
$3.61M -$1.5K -3 -0%
AI
4135
ArchPoint Investors
Florida
$3.61M +$2.11M +4,211 +130%
WIM
4136
Waycross Investment Management
Washington
$3.61M +$150K +300 +4%
NCM
4137
New Capital Management
Texas
$3.6M – – –
AR
4138
Apeiron RIA
Texas
$3.6M -$22K -44 -0.5%
FH
4139
FWG Holdings
Florida
$3.6M +$12K +24 +0.3%
MAM
4140
MMA Asset Management
Pennsylvania
$3.6M -$1.26M -2,511 -25%
VCM
4141
Verde Capital Management
Michigan
$3.6M +$418K +835 +13%
KWA
4142
Kellett Wealth Advisors
Ohio
$3.6M +$154K +308 +4%
BPFA
4143
Barnes Pettey Financial Advisors
Mississippi
$3.59M +$41.1K +82 +1%
WIP
4144
WealthCare Investment Partners
Rhode Island
$3.59M +$132K +263 +4%
MW
4145
Members Wealth
Pennsylvania
$3.58M -$170K -339 -4%
AWM
4146
Ariadne Wealth Management
California
$3.58M +$55.6K +111 +1%
BRWM
4147
Blue Rock Wealth Management
North Carolina
$3.57M -$170K -339 -4%
BFP
4148
Birchwood Financial Partners
Minnesota
$3.57M +$3.7M +7,386 New
OPWM
4149
Oxinas Partners Wealth Management
Indiana
$3.56M +$3.01K +6 +0.1%
WPW
4150
Warther Private Wealth
Ohio
$3.56M +$39.1K +78 +1%
164 165
166
167 168