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Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
5251
Future Financial Wealth Management
Ohio
$951K -$56.1K -110 -6%
AWM
5252
Allen Wealth Management
North Carolina
$950K -$20.4K -40 -2%
RA
5253
Resolute Advisors
California
$949K -$356K -697 -28%
WH
5254
Whitcomb & Hess
Ohio
$949K -$11.2K -22 -1%
NWA
5255
Navis Wealth Advisors
New York
$948K +$164K +322 +21%
AIFS
5256
A&I Financial Services
Colorado
$947K -$45.9K -90 -5%
PCM
5257
Politan Capital Management
New York
$946K +$63.8K +125 +7%
BFG
5258
Baron Financial Group
New Jersey
$946K +$510 +1 +0.1%
CWM
5259
Collaborative Wealth Management
Florida
$946K -$16.3K -32 -2%
DFA
5260
DHJJ Financial Advisors
Illinois
$945K -$3.06K -6 -0.3%
TFG
5261
Tull Financial Group
Virginia
$940K -$16.3K -32 -2%
SMF
5262
Sterling Manor Financial
New York
$940K -$43.4K -85 -4%
DFC
5263
DBK Financial Counsel
Ohio
$939K -$9.18K -18 -1%
HC
5264
Hurley Capital
New York
$937K +$410K +804 +80%
AFO
5265
Allie Family Office
Florida
$937K – – –
EMCIP
5266
Ewing Morris & Co Investment Partners
Ontario, Canada
$935K -$918K -1,800 -50%
SOWAS
5267
Silver Oak Wealth Advisors Services
California
$934K +$240K +471 +35%
RWM
5268
Ruedi Wealth Management
Illinois
$931K -$59.2K -116 -6%
CWM
5269
Chicago Wealth Management
Illinois
$930K +$1.02K +2 +0.1%
EPP
5270
ETF Portfolio Partners
Kansas
$927K – – –
RWM
5271
Riverchase Wealth Management
Texas
$925K – – –
ACH
5272
ArrowMark Colorado Holdings
Colorado
$925K -$258K -505 -22%
EW
5273
Enzi Wealth
Texas
$923K +$16.8K +33 +2%
SIM
5274
Synergy Investment Management
Florida
$922K +$510 +1 +0.1%
BWM
5275
Base Wealth Management
Florida
$921K +$62.7K +123 +7%
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211
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