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Name Holding Trade Value Shares
Change 		Change in
Stake
NAMNJ
2076
NorthStar Asset Management (New Jersey)
New Jersey
$335K +$269K +1,173 New
PPWM
2077
Paragon Private Wealth Management
Kentucky
$335K +$269K +1,173 New
MWM
2078
Maripau Wealth Management
Indiana
$335K +$246K +1,073 New
FA
2079
Fiducient Advisors
Illinois
$334K +$268K +1,170 New
WIA
2080
Wetzel Investment Advisors
Indiana
$334K -$14K -61 -5%
AF
2081
Atala Financial
California
$333K +$268K +1,167 New
BFPW
2082
BOK Financial Private Wealth
Colorado
$333K +$267K +1,165 New
NRG
2083
Nemes Rush Group
Michigan
$333K +$195K +852 +272%
JCFM
2084
JBR Co Financial Management
Oklahoma
$333K +$267K +1,165 New
ACA
2085
Aspire Capital Advisors
Washington
$332K +$267K +1,164 New
CIM
2086
Cambria Investment Management
California
$332K +$267K +1,163 New
SWA
2087
Strategies Wealth Advisors
Michigan
$329K +$264K +1,151 New
RIP
2088
Reliant Investment Partners
North Carolina
$329K -$5.51K -24 -2%
NWAG
2089
Net Worth Advisory Group
Utah
$328K -$652K -2,840 -71%
TAM
2090
Townsend Asset Management
North Carolina
$328K +$264K +1,150 New
BBW
2091
Blue Barn Wealth
Utah
$327K -$48K -209 -15%
PCM
2092
Payne Capital Management
New York
$327K +$262K +1,144 New
FWP
2093
Family Wealth Partners
North Carolina
$326K +$262K +1,142 New
TDC
2094
Thompson Davis & Co
Virginia
$325K -$62.4K -272 -19%
FMWA
2095
Forvis Mazars Wealth Advisors
Missouri
$325K +$261K +1,139 New
CFP
2096
Cascade Financial Partners
California
$324K +$261K +1,137 New
PWM
2097
Puff Wealth Management
New Jersey
$324K +$236K +1,027 New
ZAM
2098
Zevin Asset Management
Massachusetts
$324K +$260K +1,135 New
IRP
2099
Investment Research Partners
Pennsylvania
$324K +$688 +3 +0.3%
WWM
2100
WJ Wealth Management
Arizona
$319K +$27.1K +118 +12%
82 83
84
85 86