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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
4326
MorganRosel Wealth Management
Colorado
$3.1M +$77.2K +154 +2%
FA
4327
Fermata Advisors
California
$3.09M -$44.1K -88 -1%
IPWA
4328
International Private Wealth Advisors
California
$3.09M -$747K -1,490 -19%
SIP
4329
Snowwater Investment Partners
Connecticut
$3.09M +$3.2M +6,385 New
KIG
4330
Kennedy Investment Group
New Jersey
$3.09M +$24.1K +48 +0.8%
LFASL
4331
Lugano Financial Advisors SA (LFA)
Switzerland
$3.08M -$1.5K -3 -0%
DP
4332
Denver PWM
Colorado
$3.08M – – –
MA
4333
MBA Advisors
Pennsylvania
$3.08M +$18K +36 +0.6%
VWM
4334
Vivid Wealth Management
Iowa
$3.08M +$84.7K +169 +3%
NP
4335
Ninepoint Partners
Ontario, Canada
$3.08M -$514K -1,025 -14%
PWM
4336
Pathway Wealth Management
Texas
$3.08M +$3.19M +6,365 New
BWM
4337
Birchcreek Wealth Management
Ohio
$3.07M -$212K -423 -6%
CFO
4338
Collective Family Office
Pennsylvania
$3.07M +$346K +690 +12%
PA
4339
PSI Advisors
Florida
$3.07M +$412K +823 +15%
WCP
4340
Wick Capital Partners
Pennsylvania
$3.07M +$1.25M +2,504 +65%
SRWM
4341
Shira Ridge Wealth Management
California
$3.07M -$33.6K -67 -1%
JEST
4342
JTC Employer Solutions Trustee
Jersey
$3.07M – – –
RCS
4343
Retirement Capital Strategies
California
$3.07M +$11K +22 +0.3%
HPBT
4344
Hickory Point Bank & Trust
Illinois
$3.07M – – –
LIA
4345
Limestone Investment Advisors
New York
$3.06M +$2.7M +5,393 +574%
AWS
4346
Aspen Wealth Strategies
Colorado
$3.06M -$1.5K -3 -0%
GSAM
4347
Grant Street Asset Management
Pennsylvania
$3.06M +$241K +481 +8%
BHWM
4348
Beaird Harris Wealth Management
Texas
$3.05M +$501 +1 +0%
PSCM
4349
Per Stirling Capital Management
Texas
$3.05M +$206K +411 +7%
CRIG
4350
Charter Research & Investment Group
Connecticut
$3.05M -$2.51K -5 -0.1%
172 173
174
175 176