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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
5026
Tumwater Wealth Management
Idaho
$1.33M -$113K -222 -8%
FLFS
5027
Family Legacy Financial Solutions
North Carolina
$1.33M +$43.9K +86 +3%
GPW
5028
Gentry Private Wealth
Kansas
$1.33M +$1.02K +2 +0.1%
AA
5029
AJ Advisors
Tennessee
$1.32M -$334K -655 -20%
NMCM
5030
Nicholson Meyer Capital Management
Missouri
$1.32M -$31.6K -62 -2%
MSRI
5031
Michael S. Ryan Inc
New York
$1.32M -$157K -307 -11%
SWA
5032
Serenus Wealth Advisors
California
$1.32M – – –
OCFG
5033
O'Connor Financial Group
Illinois
$1.32M +$25.5K +50 +2%
CCM
5034
Carmel Capital Management
California
$1.32M – – –
W
5035
WorthPointe
California
$1.32M +$31.6K +62 +3%
WFA
5036
WJ Financial Advisors
Connecticut
$1.31M +$1.29M +2,538 New
SA
5037
Stewardship Advisors
Pennsylvania
$1.31M +$40.8K +80 +3%
IC
5038
Inkwell Capital
Florida
$1.31M -$3.57K -7 -0.3%
WMS
5039
Wealth Management Strategies
Pennsylvania
$1.31M +$1.02K +2 +0.1%
AIA
5040
Alternative Investment Advisors
Florida
$1.31M +$111K +217 +9%
BCM
5041
Basso Capital Management
Connecticut
$1.3M +$550K +1,078 +75%
MIAS
5042
Mason Investment Advisory Services
Virginia
$1.3M +$217K +425 +20%
SG
5043
Sharper & Granite
California
$1.3M +$197K +387 +18%
NSG
5044
Nalls Sherbakoff Group
Tennessee
$1.3M -$51K -100 -4%
PWM
5045
Provident Wealth Management
Tennessee
$1.3M +$23K +45 +2%
FFP
5046
Freedom Financial Partners
Minnesota
$1.3M +$1.53K +3 +0.1%
SCA
5047
Stuart Chaussee & Associates
California
$1.3M – – –
LAM
5048
LECAP Asset Management
United Kingdom
$1.3M +$815K +1,598 +177%
CI
5049
Corient IA
Florida
$1.29M -$510K -1,000 -29%
NA
5050
Note Advisors
New York
$1.29M +$376K +737 +42%
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202
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