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Name Holding Trade Value Shares
Change 		Change in
Stake
OWCM
1701
One Wealth Capital Management
Arizona
$1.44M -$136K -1,262 -8%
GM
1702
GeoWealth Management
Illinois
$1.43M -$364K -3,375 -18%
AEPWM
1703
Atlantic Edge Private Wealth Management
Florida
$1.43M +$22.6K +210 +1%
TAP
1704
TSG Advice Partners
Ohio
$1.43M +$1.65M +15,271 New
OPW
1705
Oxler Private Wealth
New York
$1.43M +$108K +1,000 +7%
FMB
1706
Field & Main Bank
Kentucky
$1.43M +$287K +2,665 +21%
HBT
1707
Heartland Bank & Trust
Illinois
$1.43M -$51.5K -478 -3%
SFA
1708
Souders Financial Advisors
Ohio
$1.43M -$116K -1,074 -7%
GWA
1709
Gratus Wealth Advisors
Virginia
$1.43M +$131K +1,216 +9%
WCM
1710
Whitener Capital Management
North Carolina
$1.42M +$36.1K +335 +2%
KA
1711
Klingman & Associates
New York
$1.42M -$105K -976 -6%
NSIM
1712
North Star Investment Management
Illinois
$1.42M +$42.6K +395 +3%
FPW
1713
Fairvoy Private Wealth
Alabama
$1.42M -$175K -1,624 -10%
RWPA
1714
Richard W. Paul & Associates
Michigan
$1.41M +$212K +1,971 +15%
LOWM
1715
Laurel Oak Wealth Management
New Jersey
$1.41M +$1.62M +15,069 New
PSP
1716
Pacific Sage Partners
Washington
$1.41M -$89.8K -833 -5%
MFG
1717
Menard Financial Group
Texas
$1.4M +$27.1K +251 +2%
SSWM
1718
Sheets Smith Wealth Management
North Carolina
$1.4M -$467K -4,335 -22%
FMI
1719
Frec Markets Inc
California
$1.4M +$1.61M +14,934 New
BWP
1720
BSW Wealth Partners
Colorado
$1.4M -$33.3K -309 -2%
DJYG
1721
David J. Yvars Group
Florida
$1.4M -$1.61M -14,960 -50%
RFN
1722
RDA Financial Network
Iowa
$1.39M -$28.2K -262 -2%
SC
1723
Stance Capital
Massachusetts
$1.39M +$383K +3,548 +31%
VC
1724
Vicus Capital
Pennsylvania
$1.39M -$54.2K -503 -3%
WA
1725
Waddell & Associates
Tennessee
$1.39M -$69.8K -647 -4%
67 68
69
70 71