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Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
2501
UP Strategic Wealth Investment Advisors
Pennsylvania
$4.68M +$470K +3,706 +9%
HWM
2502
Horizon Wealth Management
Illinois
$4.67M +$250K +1,975 +5%
EWM
2503
Elevatus Welath Management
New York
$4.66M -$13.2M -104,189 -71%
WWM
2504
Whalen Wealth Management
Nevada
$4.64M +$782K +6,172 +17%
CAM
2505
Concorde Asset Management
Michigan
$4.64M -$420K -3,315 -8%
EFL
2506
ERn Financial LLC
Wisconsin
$4.64M -$485K -3,826 -8%
WCM
2507
Winthrop Capital Management
Indiana
$4.63M +$225K +1,778 +4%
DA
2508
Doliver Advisors
Texas
$4.63M +$105K +828 +2%
FPGK
2509
Financial Partners Group (Kansas)
Kansas
$4.63M +$77.4K +611 +1%
AC
2510
AlphaCore Capital
California
$4.62M +$2.89M +22,820 +115%
IWP
2511
Invenio Wealth Partners
Florida
$4.62M -$42.1K -332 -0.8%
RP
2512
Rowlandmiller & Partners
Georgia
$4.61M +$134K +1,060 +3%
VCWM
2513
Vista Cima Wealth Management
Arizona
$4.6M -$104K -821 -2%
NWMG
2514
National Wealth Management Group
Ohio
$4.6M +$208K +1,644 +4%
CG
2515
Clarus Group
Texas
$4.59M +$28.5K +225 +0.5%
SI
2516
Scharf Investments
California
$4.58M -$83.5K -659 -2%
SFG
2517
Sowa Financial Group
Rhode Island
$4.58M -$79.7K -629 -1%
AWP
2518
Abacus Wealth Partners
California
$4.57M -$365K -2,877 -6%
WH
2519
Willner & Heller
California
$4.57M +$38.1K +301 +0.7%
LCWP
2520
Legacy Capital Wealth Partners
Arkansas
$4.56M -$2.25M -17,752 -30%
OPWM
2521
Oakwell Private Wealth Management
Texas
$4.56M +$459K +3,622 +9%
AFA
2522
Allium Financial Advisors
Oregon
$4.55M +$5.32M +41,986 New
OW
2523
Olistico Wealth
Oklahoma
$4.54M -$22.1K -174 -0.4%
MMEA
2524
Main Management ETF Advisors
California
$4.53M -$205K -1,614 -4%
NWWA
2525
New Wave Wealth Advisors
Arkansas
$4.53M +$524K +4,135 +11%
99 100
101
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