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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2651
McGlone Suttner Wealth Management
Wisconsin
$3.69M +$3.26M +27,610 +990%
VF
2652
VitalStone Financial
Texas
$3.69M +$274K +2,319 +8%
RW
2653
Rede Wealth
Virginia
$3.68M +$26.7K +226 +0.8%
GFA
2654
Gallagher Fiduciary Advisors
Illinois
$3.67M -$277K -2,346 -7%
NFP
2655
Narus Financial Partners
Utah
$3.67M +$18.2K +154 +0.5%
MWA
2656
MFA Wealth Advisors
Pennsylvania
$3.67M +$2.5M +21,133 +233%
TI
2657
TrueMark Investments
Illinois
$3.66M -$3.57M -30,246 -50%
PHWM
2658
Pine Harbor Wealth Management
Maryland
$3.66M -$1.11M -9,411 -24%
FA
2659
FDx Advisors
Illinois
$3.66M +$98.4K +833 +3%
BWAM
2660
Boyd Watterson Asset Management
Ohio
$3.65M +$9.45K +80 +0.3%
KA
2661
Klingman & Associates
New York
$3.65M +$622K +5,269 +21%
NRC
2662
New Republic Capital
North Carolina
$3.65M -$591K -5,004 -14%
CLCM
2663
Center Lake Capital Management
Florida
$3.64M – – –
DCM
2664
Discovery Capital Management
Connecticut
$3.64M +$3.54M +30,000 New
CS
2665
CapitalatWork SA
$3.64M -$19M -160,500 -84%
NWA
2666
Navis Wealth Advisors
New York
$3.64M +$258K +2,185 +8%
AFAS
2667
Acorn Financial Advisory Services
Virginia
$3.64M -$255K -2,158 -7%
WWM
2668
Waterway Wealth Management
Texas
$3.63M +$67K +567 +2%
SWM
2669
Scissortail Wealth Management
Oklahoma
$3.63M -$3.76M -31,823 -100%
BIC
2670
Beach Investment Counsel
Pennsylvania
$3.62M -$304K -2,575 -8%
TMWM
2671
Taylor & Morgan Wealth Management
Michigan
$3.62M -$137K -1,159 -4%
KCM
2672
Kanawha Capital Management
Virginia
$3.61M +$791K +6,693 +29%
ACM
2673
Advance Capital Management
Michigan
$3.61M +$132K +1,121 +4%
IWP
2674
Insight Wealth Partners
Texas
$3.61M -$518K -4,388 -13%
RCM
2675
Riverpark Capital Management
New York
$3.61M -$1.11M -9,418 -24%
105 106
107
108 109