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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2501
Mattern Wealth Management
Kansas
$1.13M -$7.5K -10 -1%
CWM
2502
Cherrydale Wealth Management
New Jersey
$1.12M +$9.75K +13 +1%
PA
2503
Prairie Advisory
Kansas
$1.12M +$727K +969 New
PPC
2504
Pennington Partners & Co
Maryland
$1.12M +$124K +165 +21%
LA
2505
LexAurum Advisors
Kansas
$1.12M +$726K +968 New
CWM
2506
Centric Wealth Management
Illinois
$1.12M – – –
PFM
2507
Phillips Financial Management
Indiana
$1.11M +$178K +238 +33%
LG
2508
LaFleur & Godfrey
Michigan
$1.11M – – –
VPF
2509
Vantage Point Financial
Illinois
$1.11M +$99K +132 +16%
PCM
2510
Polymer Capital Management
New York
$1.11M -$13.4M -17,908 -95%
CWG
2511
Crown Wealth Group
North Carolina
$1.11M +$38.2K +51 +6%
KWMG
2512
King Wealth Management Group
Florida
$1.11M -$16.5K -22 -2%
PPWM
2513
Perissos Private Wealth Management
Oklahoma
$1.11M -$30.7K -41 -4%
CP
2514
Creekside Partners
California
$1.1M – – –
TWD
2515
True Wealth Design
Ohio
$1.1M +$45.7K +61 +7%
WSA
2516
Wealth Science Advisors
Georgia
$1.1M -$794K -1,059 -53%
RCS
2517
R2 Capital Strategies
Nebraska
$1.1M +$716K +955 New
RFA
2518
ROI Financial Advisors
Oregon
$1.1M +$218K +291 +44%
LGW
2519
Leslie Global Wealth
Illinois
$1.1M +$1.5K +2 +0.2%
PCIG
2520
Partners Capital Investment Group
Massachusetts
$1.1M +$712K +950 New
BMWS
2521
Brady Martz Wealth Solutions
North Dakota
$1.1M -$51K -68 -7%
AP
2522
Advisortrust Partners
North Carolina
$1.09M -$30.7K -41 -4%
1SB
2523
1ST Source Bank
Indiana
$1.09M -$20.2K -27 -3%
CWA
2524
CogentBlue Wealth Advisors
Tennessee
$1.09M +$118K +157 +20%
SFG
2525
SevenBridge Financial Group
Pennsylvania
$1.09M -$52.5K -70 -5%
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