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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
5101
Trellis Wealth Advisors
California
$1.2M – – –
BP
5102
BWM Planning
Texas
$1.2M +$113K +221 +11%
MPCG
5103
Matrix Private Capital Group
New York
$1.2M +$5.61K +11 +0.5%
CFS
5104
Cannon Financial Strategists
Georgia
$1.2M +$48K +94 +4%
MWM
5105
McMill Wealth Management
Nebraska
$1.19M – – –
DWMS
5106
Dominguez Wealth Management Solutions
Virginia
$1.19M +$24.5K +48 +2%
SG
5107
Stanich Group
New York
$1.19M +$2.04K +4 +0.2%
AC
5108
AXQ Capital
New Jersey
$1.19M +$1.17M +2,296 New
KNFPWM
5109
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.18M -$101K -198 -8%
KCM
5110
Kendall Capital Management
Maryland
$1.18M +$13.3K +26 +1%
RRWA
5111
Rainey & Randall Wealth Advisors
Florida
$1.18M +$16.8K +33 +1%
RB
5112
Richmond Brothers
Michigan
$1.18M -$131K -257 -10%
WFA
5113
Websterrogers Financial Advisors
South Carolina
$1.18M – – –
QL
5114
Quarry LP
New York
$1.18M +$165K +324 +17%
IWP
5115
IAG Wealth Partners
Wisconsin
$1.18M +$62.7K +123 +6%
FWM
5116
ForthRight Wealth Management
Georgia
$1.18M +$67.8K +133 +6%
JWS
5117
Juncture Wealth Strategies
Arizona
$1.17M -$30.6K -60 -3%
DC
5118
Darrow Company
Massachusetts
$1.17M +$75.5K +148 +7%
LFA
5119
Lauterbach Financial Advisors
Texas
$1.17M -$35.7K -70 -3%
AL
5120
Arnhold LLC
New York
$1.17M – – –
WAG
5121
Wheelhouse Advisory Group
Missouri
$1.17M -$9.69K -19 -0.8%
BWM
5122
Brickley Wealth Management
California
$1.16M +$91.3K +179 +9%
IMC
5123
Investment Management Corporation
Virginia
$1.16M +$13.8K +27 +1%
ACM
5124
Andina Capital Management
Utah
$1.16M -$257K -504 -18%
HFS
5125
Horizon Financial Services
North Carolina
$1.16M +$944K +1,850 +477%
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