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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4301
Partners Wealth Management
California
$2.09M -$3.67K -9 -0.2%
MWM
4302
Maridea Wealth Management
New York
$2.09M -$185K -454 -8%
CAM
4303
Campion Asset Management
Virginia
$2.09M – – –
SA
4304
SRH Advisors
Kansas
$2.09M -$203K -498 -8%
SGWM
4305
Sterling Group Wealth Management
California
$2.09M +$6.12K +15 +0.3%
PRP
4306
Peak Retirement Planning
Ohio
$2.08M +$442K +1,084 +24%
FMP
4307
Financial Management Professionals
Texas
$2.08M -$121K -298 -5%
EE
4308
EWG Elevate
California
$2.08M -$80.3K -197 -3%
SHF
4309
Safe Harbor Fiduciary
Florida
$2.08M +$1.78M +4,354 +367%
PFM
4310
Potomac Fund Management
Florida
$2.08M +$252K +617 +12%
AWM
4311
Accredited Wealth Management
Kentucky
$2.08M +$115K +281 +5%
SP
4312
Sequent Planning
Nebraska
$2.07M +$226K +555 +11%
SI
4313
Stonekeep Investments
New Mexico
$2.07M +$5.71K +14 +0.3%
EMCIP
4314
Ewing Morris & Co Investment Partners
Ontario, Canada
$2.07M +$75.8K +186 +5%
TCM
4315
TruNorth Capital Management
Michigan
$2.07M +$950K +2,329 +73%
PP
4316
PrairieView Partners
Minnesota
$2.07M +$61.6K +151 +3%
FAN
4317
Financial Advisors Network
California
$2.07M +$23.2K +57 +1%
GSAM
4318
Grant Street Asset Management
Pennsylvania
$2.07M -$408 -1 -0%
APW
4319
Acima Private Wealth
Virginia
$2.07M -$755K -1,852 -25%
RWMH
4320
Riverpoint Wealth Management Holdings
Illinois
$2.07M +$3.67K +9 +0.2%
GIM
4321
Groesbeck Investment Management
New Jersey
$2.07M – – –
EWA
4322
ERTS Wealth Advisors
Michigan
$2.07M -$92.5K -227 -4%
CMANY
4323
Capital Management Associates (New York)
New York
$2.06M -$2.24M -5,492 -50%
CPA
4324
Cathy Pareto & Associates
Florida
$2.06M +$809K +1,984 +56%
LF
4325
LifePlan Financial
Minnesota
$2.06M +$129K +317 +6%
171 172
173
174 175