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Name Holding Trade Value Shares
Change 		Change in
Stake
EHAM
4626
Eagle Harbor Asset Management
Washington
$2.39M +$81.2K +162 +3%
PWM
4627
Partners Wealth Management
California
$2.39M -$31.6K -63 -1%
BAM
4628
Broyhill Asset Management
North Carolina
$2.39M -$12.5K -25 -0.5%
FSWA
4629
Financial Synergies Wealth Advisors
Texas
$2.38M +$445K +889 +22%
MWM
4630
Mindset Wealth Management
Indiana
$2.38M -$28.1K -56 -1%
CWM
4631
Comprehensive Wealth Management
Washington
$2.38M +$60.1K +120 +3%
GWWM
4632
Great Waters Wealth Management
Minnesota
$2.37M -$221K -441 -8%
RBC
4633
Roble Belko & Company
Pennsylvania
$2.37M +$20.5K +41 +0.8%
CPW
4634
Catalyst Private Wealth
California
$2.37M +$98.2K +196 +4%
BWG
4635
Berry Wealth Group
Texas
$2.37M -$103K -205 -4%
SAM
4636
Sunstone Asset Management
New York
$2.37M +$2.46M +4,900 New
PHWM
4637
Palatine Hill Wealth Management
Michigan
$2.37M +$2.45M +4,897 New
TF
4638
TLWM Financial
Texas
$2.37M +$2.51K +5 +0.1%
GFP
4639
Guardian Financial Partners
California
$2.36M -$3.01K -6 -0.1%
CWA
4640
CJM Wealth Advisers
Virginia
$2.36M -$59.6K -119 -2%
BC
4641
BDFS Capital
Delaware
$2.36M +$2.45M +4,882 New
AIP
4642
Alexis Investment Partners
Texas
$2.36M +$48.1K +96 +2%
BWS
4643
Broadway Wealth Solutions
Texas
$2.36M -$122K -243 -5%
FA
4644
FSA Advisors
Michigan
$2.36M -$2.01M -4,018 -45%
WCM
4645
Windsor Capital Management
Arizona
$2.36M +$115K +230 +5%
HWMC
4646
Heritage Wealth Management (California)
California
$2.36M +$26.1K +52 +1%
FFS
4647
Fortress Financial Solutions
Arizona
$2.35M +$1.2M +2,395 +97%
CCP
4648
Cunning Capital Partners
North Carolina
$2.35M – – –
HSG
4649
Helen Stephens Group
Texas
$2.35M +$104K +208 +4%
4WM
4650
4J Wealth Management
Virginia
$2.35M -$85.7K -171 -3%
184 185
186
187 188