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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
4701
Tenzing Financial
Virginia
$2.24M +$2.32M +4,639 New
CCP
4702
Cassia Capital Partners
North Carolina
$2.24M -$84.7K -169 -4%
SWM
4703
Sterling Wealth Management
Illinois
$2.24M +$43.6K +87 +2%
OWG
4704
Oxford Wealth Group
Florida
$2.24M +$2.32M +4,635 New
RW
4705
RVW Wealth
California
$2.24M -$214K -427 -8%
BWAM
4706
Blue Water Asset Management
Michigan
$2.24M +$2.32M +4,622 New
PPWM
4707
PFG Private Wealth Management
Florida
$2.23M +$232K +462 +11%
CWMS
4708
Cannon Wealth Management Services
North Carolina
$2.23M -$7.02K -14 -0.3%
LI
4709
Latash Investments
Alaska
$2.23M -$70.2K -140 -3%
PWA
4710
Peterson Wealth Advisors
Utah
$2.23M +$88.2K +176 +4%
WF
4711
Womack Financial
Texas
$2.22M -$27.1K -54 -1%
CIM
4712
Capital Investment Management
Missouri
$2.22M +$2.3M +4,597 New
AM
4713
Account Management
Massachusetts
$2.22M – – –
BW
4714
BXM Wealth
Colorado
$2.22M +$157K +314 +7%
AWA
4715
Archvest Wealth Advisors
California
$2.22M +$392K +783 +21%
FHB
4716
First Hawaiian Bank
Hawaii
$2.22M -$832K -1,661 -27%
BCM
4717
Brooktree Capital Management
Michigan
$2.22M -$43.1K -86 -2%
NWP
4718
NerdWallet Wealth Partners
New York
$2.22M -$8.52K -17 -0.4%
MWM
4719
Momentous Wealth Management
Washington
$2.22M +$141K +282 +7%
SWM
4720
Selective Wealth Management
Virginia
$2.21M +$175K +350 +8%
LRIC
4721
Long Road Investment Counsel
Michigan
$2.21M – – –
APM
4722
Advanced Portfolio Management
New York
$2.21M -$139K -277 -6%
CMBA
4723
C.M. Bidwell & Associates
Hawaii
$2.2M +$173K +345 +8%
OC
4724
OxenFree Capital
Florida
$2.2M +$7.02K +14 +0.3%
OBWP
4725
O'Brien Wealth Partners
Massachusetts
$2.2M -$119K -238 -5%
187 188
189
190 191