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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2701
Washburn Capital Management
Florida
$3.78M -$1.48M -11,648 -25%
CAWM
2702
Capital Advisors Wealth Management
Washington
$3.77M -$2.47M -19,495 -36%
PWM
2703
Pinnacle Wealth Management
California
$3.76M +$12.9K +102 +0.3%
GCA
2704
Gallagher Capital Advisors
Texas
$3.76M +$1.05M +8,310 +31%
HCM
2705
Hengehold Capital Management
Ohio
$3.76M +$342K +2,698 +8%
MA
2706
Maxele Advisors
Missouri
$3.75M -$61.5K -485 -1%
BMWS
2707
Brady Martz Wealth Solutions
North Dakota
$3.75M -$14.8K -117 -0.3%
BA
2708
Ballast Advisors
Minnesota
$3.75M -$135K -1,069 -3%
PIMG
2709
Patriot Investment Management Group
Tennessee
$3.74M -$541K -4,266 -11%
MWPCG
2710
Measured Wealth Private Client Group
New Hampshire
$3.74M -$215K -1,700 -5%
WWM
2711
Waterway Wealth Management
Texas
$3.74M +$463K +3,656 +12%
SFG
2712
Sovereign Financial Group
Connecticut
$3.73M -$694K -5,473 -14%
RW
2713
RVW Wealth
California
$3.73M +$1.09M +8,606 +33%
UWM
2714
Udine Wealth Management
Florida
$3.72M +$2.45M +19,318 +129%
CPL
2715
CAP Partners LLC
Tennessee
$3.71M -$148K -1,164 -3%
HPIA
2716
Hamilton Point Investment Advisors
North Carolina
$3.7M – – –
RAG
2717
RIA Advisory Group
Iowa
$3.69M -$39.4K -311 -0.9%
AWA
2718
AmeriServ Wealth Advisors
Pennsylvania
$3.69M -$1.36M -10,716 -24%
SAM
2719
Silphium Asset Management
United Kingdom
$3.69M -$381K -3,010 -8%
BCP
2720
Berkeley Capital Partners
Georgia
$3.68M -$39.5K -312 -0.9%
LSA
2721
Lion Street Advisors
Texas
$3.68M +$187K +1,479 +5%
QFW
2722
QTR Family Wealth
Florida
$3.68M +$4.3M +33,956 New
FF
2723
Farrow Financial
Vermont
$3.68M -$557K -4,392 -11%
SFO
2724
Stokes Family Office
Louisiana
$3.67M +$1.06M +8,371 +33%
AWM
2725
Accel Wealth Management
Iowa
$3.67M -$692K -5,461 -14%
107 108
109
110 111