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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
4951
Act Wealth Management
Texas
$1.26M -$1.7K -4 -0.1%
BA
4952
Brightwater Advisory
Florida
$1.26M -$79.7K -187 -6%
CWD
4953
Clarity Wealth Development
Oregon
$1.26M +$1.29M +3,024 New
KFP
4954
Keener Financial Planning
Texas
$1.25M +$140K +328 +12%
SA
4955
Scarborough Advisors
Maryland
$1.25M -$8.35M -19,602 -87%
EP
4956
EPIQ Partners
Minnesota
$1.25M – – –
VWM
4957
Verus Wealth Management
Wisconsin
$1.25M +$1.26M +2,960 New
BWM
4958
Brown Wealth Management
Illinois
$1.25M +$36.6K +86 +3%
WFS
4959
WealthGarden F.S.
California
$1.25M +$1.28K +3 +0.1%
SF
4960
Seros Financial
Arizona
$1.25M +$1.19M +2,789 New
OCG
4961
Opus Capital Group
Ohio
$1.25M +$44.3K +104 +4%
AWM
4962
Austin Wealth Management
Texas
$1.25M +$132K +309 +12%
MA
4963
MAS Advisors
Florida
$1.24M -$18.7K -44 -1%
T
4964
Tidemark
California
$1.24M +$371K +871 +42%
PIS
4965
POM Investment Strategies
North Carolina
$1.24M -$80.1K -188 -6%
SFC
4966
Sprinkle Financial Consultants
Colorado
$1.24M -$51.1K -120 -4%
NIA
4967
NBZ Investment Advisors
Tennessee
$1.24M +$1.25M +2,940 New
PSB
4968
Passumpsic Savings Bank
Vermont
$1.24M +$44.7K +105 +4%
CIG
4969
Cairn Investment Group
Washington
$1.24M -$66.9K -157 -5%
KL
4970
KilterHowling LLC
Colorado
$1.23M +$176K +413 +16%
RWRC
4971
R.W. Roge & Company
New York
$1.23M -$61.8K -145 -5%
TWM
4972
Tumwater Wealth Management
Idaho
$1.23M +$1.25M +2,924 New
HWM
4973
Hobbs Wealth Management
Indiana
$1.23M +$1.25M +2,924 New
DIA
4974
Dean Investment Associates
Ohio
$1.23M -$40K -94 -3%
BIA
4975
BHK Investment Advisors
Alabama
$1.23M -$40.5K -95 -3%
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199
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