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Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
4201
First Hawaiian Bank
Hawaii
$3.24M +$1.02K +2 +0%
MWM
4202
MorganRosel Wealth Management
Colorado
$3.24M +$273K +535 +9%
HFAS
4203
Hummer Financial Advisory Services
Illinois
$3.23M – – –
CWMGO
4204
Capstone Wealth Management Group (Oregon)
Oregon
$3.23M +$17.3K +34 +0.5%
CWA
4205
Cura Wealth Advisors
Illinois
$3.22M +$170K +333 +6%
CA
4206
Cortland Associates
Missouri
$3.22M -$224K -440 -7%
TBWA
4207
Three Bridge Wealth Advisors
California
$3.22M -$2.71M -5,310 -46%
WTFG
4208
Wood Tarver Financial Group
Idaho
$3.22M -$81.6K -160 -3%
XSC
4209
X-Square Capital
Puerto Rico
$3.22M +$46.4K +91 +1%
VWM
4210
Vivid Wealth Management
Iowa
$3.21M -$314K -616 -9%
WF
4211
WinCap Financial
Massachusetts
$3.21M +$115K +226 +4%
YWS
4212
Yarger Wealth Strategies
Ohio
$3.2M +$153K +300 +5%
MWM
4213
Meritas Wealth Management
California
$3.2M +$728K +1,428 +30%
CM
4214
CastleKnight Management
New York
$3.2M -$510K -1,000 -14%
PWM
4215
Palacios Wealth Management
Florida
$3.2M +$370K +726 +13%
LWA
4216
Lantern Wealth Advisors
New York
$3.2M -$85.7K -168 -3%
AIA
4217
Armor Investment Advisors
North Carolina
$3.2M +$26.5K +52 +0.8%
RIS
4218
Retirement Income Solutions
Michigan
$3.19M +$74.5K +146 +2%
MPW
4219
Magnolia Private Wealth
Pennsylvania
$3.19M +$133K +260 +4%
T
4220
Tableaux
Massachusetts
$3.19M -$1.12M -2,203 -26%
MIM
4221
Macroview Investment Management
Maryland
$3.19M +$33.2K +65 +1%
AWM
4222
Abound Wealth Management
Tennessee
$3.19M +$65.3K +128 +2%
CIC
4223
Chase Investment Counsel
Virginia
$3.19M +$46.4K +91 +2%
MWM
4224
Meadowbrook Wealth Management
New York
$3.18M +$3.13M +6,136 New
FF
4225
Formulate Financial
Florida
$3.17M +$3.13M +6,129 New
167 168
169
170 171