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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2901
Centennial Wealth Advisory
Michigan
$2.71M +$838K +7,095 +47%
FWS
2902
FinDec Wealth Services
California
$2.7M -$278K -2,355 -10%
BFAG
2903
Blackston Financial Advisory Group
Florida
$2.7M +$560K +4,745 +27%
WFAG
2904
Worth Financial Advisory Group
North Carolina
$2.7M +$112K +950 +4%
EIG
2905
Ellenbecker Investment Group
Wisconsin
$2.69M -$78.7K -666 -3%
FWM
2906
FMB Wealth Management
California
$2.69M +$667K +5,645 +34%
SFFS
2907
Stonehage Fleming Financial Services
Jersey
$2.69M – – –
MC
2908
Martin & Co
Tennessee
$2.68M +$2.61M +22,101 New
MWM
2909
Massachusetts Wealth Management
Massachusetts
$2.68M +$577K +4,885 +28%
HP
2910
HT Partners
Connecticut
$2.68M -$157K -1,328 -6%
BA
2911
Bellwether Advisors
Nebraska
$2.68M -$712K -6,026 -21%
MWM
2912
Maripau Wealth Management
Indiana
$2.68M +$460K +3,891 +21%
ACA
2913
Atlas Capital Advisors
Wyoming
$2.67M -$1.12M -9,520 -30%
RFS
2914
Richardson Financial Services
Massachusetts
$2.67M +$36.3K +307 +1%
AL
2915
Aspiriant LLC
California
$2.67M +$298K +2,523 +13%
CCM
2916
Crew Capital Management
Ohio
$2.66M -$743K -6,286 -22%
LCAM
2917
London & Capital Asset Management
United Kingdom
$2.66M +$11.5K +97 +0.4%
BZWA
2918
Blue Zone Wealth Advisors
California
$2.65M +$1.78M +15,061 +221%
AC
2919
Allstate Corporation
Illinois
$2.65M -$7.05M -59,645 -73%
NWM
2920
Napa Wealth Management
California
$2.65M +$441K +3,731 +21%
SPW
2921
Sonoma Private Wealth
California
$2.65M +$59.1K +500 +2%
IWN
2922
Independent Wealth Network
Iowa
$2.65M -$46.1K -390 -2%
C
2923
CEDRUS
Colorado
$2.65M +$42.6K +361 +2%
TIM
2924
Tikehau Investment Management
France
$2.64M +$2.57M +21,732 New
TPW
2925
Talon Private Wealth
Florida
$2.63M +$2.56M +21,683 New
115 116
117
118 119