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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1651
Lifeworks Advisors
Michigan
$423K +$111K +645 +30%
PFM
1652
Potomac Fund Management
Florida
$421K +$165K +961 +54%
AMPWP
1653
Alvarez & Marsal Private Wealth Partners
Florida
$421K +$472K +2,750 New
UWM
1654
Urban Wealth Management
California
$420K +$470K +2,740 New
EWA
1655
Exencial Wealth Advisors
Oklahoma
$419K -$3.6K -21 -0.8%
HFP
1656
Holistic Financial Partners
Indiana
$418K -$18K -105 -4%
CIG
1657
Cascade Investment Group
Colorado
$418K +$98.6K +575 +27%
FP
1658
Financial Perspectives
Minnesota
$417K – – –
JFGIW
1659
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$416K -$228K -1,330 -33%
NB
1660
Nicolet Bankshares
Wisconsin
$416K -$215K -1,256 -32%
CA
1661
Calton & Associates
Florida
$414K +$24.9K +145 +6%
MWM
1662
Maripau Wealth Management
Indiana
$414K +$55.8K +325 +14%
MC
1663
Mathes Company
New York
$414K +$142K +825 +44%
VCM
1664
Vivaldi Capital Management
Illinois
$413K -$15.1K -88 -3%
WB
1665
WesBanco Bank
West Virginia
$412K -$27.4K -160 -6%
HCM
1666
Hengehold Capital Management
Ohio
$412K +$199K +1,160 +76%
GAA
1667
Global Assets Advisory
Florida
$411K -$473K -2,755 -51%
AW
1668
Ankerstar Wealth
Texas
$411K +$461K +2,685 New
IIC
1669
Integrated Investment Consultants
Michigan
$411K +$74.6K +435 +19%
CWMK
1670
Caliber Wealth Management (Kansas)
Kansas
$406K -$43.2K -252 -9%
HNB
1671
Hilltop National Bank
Wyoming
$406K -$29.2K -170 -6%
RA
1672
Riversedge Advisors
Delaware
$405K +$217K +1,266 +92%
RZH
1673
Relyea Zuckerberg Hanson
Connecticut
$404K -$269K -1,570 -37%
RWA
1674
Redhawk Wealth Advisors
Minnesota
$403K -$2.4K -14 -0.5%
YWS
1675
Yarger Wealth Strategies
Ohio
$402K +$57.6K +336 +15%
65 66
67
68 69