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Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
4701
Palatine Hill Wealth Management
Michigan
$1.7M -$130K -311 -6%
EW
4702
Element Wealth
Mississippi
$1.7M -$24.3K -58 -1%
MCIA
4703
Mountain Capital Investment Advisors
Colorado
$1.7M +$18K +43 +1%
YWM
4704
Yoder Wealth Management
California
$1.69M +$97.5K +233 +5%
RK
4705
Rather & Kittrell
Tennessee
$1.69M -$113K -271 -6%
LRIC
4706
Long Road Investment Counsel
Michigan
$1.69M – – –
WWM
4707
Wiser Wealth Management
Georgia
$1.69M +$87K +208 +5%
PWA
4708
Peterson Wealth Advisors
Utah
$1.69M -$17.6K -42 -0.9%
NWM
4709
Navigate Wealth Management
Alabama
$1.69M +$1.66M +3,975 New
LAM
4710
LECAP Asset Management
United Kingdom
$1.69M +$1.91M +4,555 New
IWP
4711
Integrity Wealth Partners
California
$1.68M +$1.9M +4,548 New
PPWM
4712
Perissos Private Wealth Management
Oklahoma
$1.68M -$168K -402 -8%
PA
4713
Promethium Advisors
Maryland
$1.68M +$33.5K +80 +2%
ANBOT
4714
American National Bank of Texas
Texas
$1.68M +$2.93K +7 +0.2%
WCBA
4715
Weaver C. Barksdale & Associates
Tennessee
$1.68M +$109K +260 +6%
CMBA
4716
C.M. Bidwell & Associates
Hawaii
$1.68M -$7.53K -18 -0.4%
IWA
4717
IVC Wealth Advisors
Pennsylvania
$1.68M +$50.2K +120 +3%
WFS
4718
Walker Financial Services
Kentucky
$1.68M -$460K -1,099 -20%
VPW
4719
Vericrest Private Wealth
Pennsylvania
$1.68M -$111K -266 -6%
CWL
4720
Causey Wealth LLC
Colorado
$1.67M +$95.4K +228 +5%
FRM
4721
Fox Run Management
Connecticut
$1.67M +$1.95M +4,662 New
FFC
4722
Frederick Financial Consultants
Maryland
$1.67M -$237K -567 -11%
AWA
4723
Ark Wealth Advisors
California
$1.67M +$219K +524 +13%
UWM
4724
Urban Wealth Management
California
$1.67M -$1.63M -3,893 -46%
MWM
4725
Momentous Wealth Management
Washington
$1.66M -$34.7K -83 -2%
187 188
189
190 191