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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4501
Shelton Wealth Management
Texas
$2M +$30.8K +76 +1%
WAOI
4502
Wealth Advisors of Iowa
Iowa
$2M +$112K +277 +5%
SA
4503
SRH Advisors
Kansas
$2M – – –
CG
4504
Cynosure Group
Utah
$2M -$3.57M -8,813 -62%
HNWA
4505
Henrickson Nauta Wealth Advisors
Michigan
$2M +$587K +1,452 +37%
UIA
4506
Ulland Investment Advisors
Minnesota
$2M +$125K +308 +6%
KDA
4507
Kraft Davis & Associates
Missouri
$1.99M +$131K +325 +7%
CW
4508
Code Waechter
Florida
$1.99M +$79.3K +196 +4%
WOSD
4509
WFA of San Diego
California
$1.99M -$51.8K -128 -3%
SMBT
4510
Southern Michigan Bank & Trust
Michigan
$1.99M +$39.7K +98 +2%
VAMG
4511
Voisard Asset Management Group
Michigan
$1.99M +$375K +926 +21%
RA
4512
Ruggaard & Associates
Ohio
$1.99M -$13.4K -33 -0.6%
BCG
4513
BayBridge Capital Group
California
$1.98M +$472K +1,167 +28%
GWWM
4514
Great Waters Wealth Management
Minnesota
$1.98M +$103K +254 +5%
WG
4515
WMS Group
Louisiana
$1.98M -$7.28K -18 -0.3%
IA
4516
Invested Advisors
Pennsylvania
$1.97M -$48.6K -120 -2%
WMN
4517
Wealth Management Nebraska
Nebraska
$1.97M -$7.28K -18 -0.3%
JMBA
4518
J. M. Brown & Associates
Oklahoma
$1.97M +$2.14M +5,289 New
CP
4519
Camelot Portfolios
Ohio
$1.97M +$1.04M +2,570 +95%
TWM
4520
Tolleson Wealth Management
Texas
$1.97M +$3.24K +8 +0.2%
TPWM
4521
Twelve Points Wealth Management
Massachusetts
$1.97M -$317K -783 -13%
PBF
4522
Petix & Botte Financial
California
$1.96M +$1.1M +2,714 +107%
HWMC
4523
Heritage Wealth Management (California)
California
$1.96M +$144K +357 +7%
TA
4524
TrueWealth Advisors
Alabama
$1.95M -$47.3K -117 -2%
IPW
4525
IronBridge Private Wealth
Texas
$1.95M +$52.6K +130 +3%
179 180
181
182 183