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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
5076
Wheelhouse Advisory Group
Missouri
$1.13M +$154K +354 +18%
PFA
5077
Presper Financial Architects
Ohio
$1.13M +$982K +2,262 New
KCM
5078
Kendall Capital Management
Maryland
$1.12M +$12.6K +29 +1%
DWMS
5079
Dominguez Wealth Management Solutions
Virginia
$1.12M +$84.2K +194 +9%
RRWA
5080
Rainey & Randall Wealth Advisors
Florida
$1.12M – – –
AL
5081
Arnhold LLC
New York
$1.12M – – –
FS
5082
Financial Symmetry
North Carolina
$1.12M -$3.47K -8 -0.4%
ICM
5083
Innovator Capital Management
Illinois
$1.11M -$3.04K -7 -0.3%
CIAS
5084
CBIZ Investment Advisory Services
Ohio
$1.11M +$94.2K +217 +11%
CW
5085
Curio Wealth
Maryland
$1.11M +$965K +2,223 +27,788%
BI
5086
Binnacle Investments
Iowa
$1.11M +$46.9K +108 +5%
HWM
5087
HRC Wealth Management
Idaho
$1.11M +$82.5K +190 +9%
VFS
5088
Valpey Financial Services
New Hampshire
$1.11M +$965K +2,222 New
HFS
5089
Hughes Financial Services
Virginia
$1.1M +$23.5K +54 +3%
IMC
5090
Investment Management Corporation
Virginia
$1.1M +$9.55K +22 +1%
CFS
5091
Cannon Financial Strategists
Georgia
$1.1M -$6.08K -14 -0.6%
HCM
5092
Horrell Capital Management
Arkansas
$1.1M – – –
CWR
5093
Chico Wealth RIA
California
$1.1M +$54.7K +126 +6%
BH
5094
Burk Holdings
Oklahoma
$1.09M -$869 -2 -0.1%
MSF
5095
Mustard Seed Financial
Arkansas
$1.09M +$6.51K +15 +0.7%
AI
5096
Auour Investments
Massachusetts
$1.09M – – –
CPCP
5097
Cedar Point Capital Partners
Iowa
$1.09M -$101K -232 -10%
BWIA
5098
Bryant Woods Investment Advisors
New York
$1.09M +$16.1K +37 +2%
SWM
5099
Shakespeare Wealth Management
Wisconsin
$1.09M +$124K +285 +15%
LIWM
5100
Long Island Wealth Management
New York
$1.08M +$69K +159 +8%
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