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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
5001
Avaii Wealth Management
Wisconsin
$1.37M +$97.9K +192 +8%
FWM
5002
FFT Wealth Management
Pennsylvania
$1.37M -$18.9K -37 -1%
PIC
5003
Portland Investment Counsel
Ontario, Canada
$1.37M – – –
RS
5004
R Squared
Hong Kong
$1.36M +$1.34M +2,635 New
SF
5005
Seros Financial
Arizona
$1.36M -$65.8K -129 -5%
MWM
5006
Melfa Wealth Management
Massachusetts
$1.36M -$24.5K -48 -2%
RWS
5007
Retirement Wealth Solutions
Wisconsin
$1.36M +$1.02K +2 +0.1%
TWA
5008
Tandem Wealth Advisors
Arizona
$1.36M -$168K -330 -11%
BWA
5009
Boulder Wealth Advisors
Colorado
$1.36M +$1.34M +2,624 New
SP
5010
SWS Partners
Ohio
$1.36M -$253K -496 -16%
TB
5011
Terril Brothers
Missouri
$1.36M – – –
SM
5012
Sensible Money
Arizona
$1.35M -$46.9K -92 -3%
BFWM
5013
Bright Futures Wealth Management
New York
$1.35M +$1.33M +2,608 New
IFA
5014
Independence Financial Advisors
New Hampshire
$1.35M -$79.6K -156 -6%
AWM
5015
Act Wealth Management
Texas
$1.34M -$71.9K -141 -5%
QWM
5016
Quaker Wealth Management
New Jersey
$1.34M +$510 +1 +0%
DO
5017
denkapparat Operations
Germany
$1.34M – – –
CAP
5018
Columbia Advisory Partners
Washington
$1.34M -$230K -450 -15%
NBWM
5019
North Berkeley Wealth Management
California
$1.34M -$5.61K -11 -0.4%
PCM
5020
Presidio Capital Management
California
$1.34M -$18.4K -36 -1%
BCG
5021
Bravias Capital Group
New Jersey
$1.33M -$411K -805 -24%
WAM
5022
Winslow Asset Management
Ohio
$1.33M -$79.1K -155 -6%
DC
5023
Dorval Corp
Minnesota
$1.33M – – –
DWM
5024
Dopkins Wealth Management
New York
$1.33M +$15.8K +31 +1%
PIFP
5025
Partners in Financial Planning
Virginia
$1.33M – – –
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