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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
4576
Brio Consultants
California
$2.24M +$190K +372 +9%
CSF
4577
Capital Squared Financial
Maryland
$2.23M +$272K +533 +14%
CDWM
4578
Campbell Deegan Wealth Management
Virginia
$2.23M +$6.12K +12 +0.3%
KA
4579
Kearns & Associates
California
$2.23M +$2.55K +5 +0.1%
EFI
4580
EHP Funds Inc
Canada
$2.23M +$2.19M +4,301 New
KSWWM
4581
Keyes Stange & Wooten Wealth Management
Florida
$2.23M -$55.6K -109 -2%
MWM
4582
Momentous Wealth Management
Washington
$2.23M -$242K -474 -10%
SFP
4583
Strategic Financial Partners
Oregon
$2.22M -$86.7K -170 -4%
LCG
4584
Lakeshore Capital Group
Illinois
$2.22M +$76K +149 +4%
BDPWM
4585
Barnes Dennig Private Wealth Management
Ohio
$2.22M +$354K +693 +19%
BW
4586
BXM Wealth
Colorado
$2.22M +$414K +812 +23%
WA
4587
Whipplewood Advisors
Colorado
$2.21M -$2.11M -4,141 -49%
IIM
4588
Illumine Investment Management
Washington
$2.21M – – –
MAG
4589
Mayfair Advisory Group
Alabama
$2.21M +$36.2K +71 +2%
EW
4590
Element Wealth
Mississippi
$2.21M +$12.8K +25 +0.6%
PCI
4591
Planning Center Inc
Illinois
$2.21M +$1.02K +2 +0%
GP
4592
Gridiron Partners
Pennsylvania
$2.21M – – –
SWM
4593
SFG Wealth Management
Maryland
$2.21M -$279K -547 -11%
PCA
4594
Private Capital Advisors
Connecticut
$2.21M – – –
AFM
4595
Armstrong Fleming & Moore
District of Columbia
$2.2M -$83.2K -163 -4%
CP
4596
Castleview Partners
Texas
$2.2M +$12.2K +24 +0.6%
CPL
4597
CAP Partners LLC
Tennessee
$2.2M +$16.3K +32 +0.8%
CWM
4598
Cedar Wealth Management
California
$2.2M -$6.63K -13 -0.3%
EA
4599
Eclectic Associates
California
$2.2M -$145K -285 -6%
SWM
4600
Seed Wealth Management
Illinois
$2.2M -$1.1M -2,164 -34%
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184
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