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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
2951
Windsor Advisory Group
Ohio
$2.33M +$593K +5,863 +45%
CFA
2952
Cahill Financial Advisors
Minnesota
$2.32M +$14K +138 +0.7%
RCA
2953
Riverview Capital Advisers
Massachusetts
$2.32M +$289K +2,861 +18%
VCM
2954
Versant Capital Management
Arizona
$2.32M +$1.14M +11,258 +150%
CC
2955
Cornerstone Capital
California
$2.32M +$272K +2,687 +17%
LL
2956
LWMG LLC
Minnesota
$2.32M +$658K +6,504 +53%
MWM
2957
McNaughton Wealth Management
California
$2.31M -$305K -3,014 -14%
AFA
2958
American Financial Advisors
Georgia
$2.31M -$47.9K -474 -2%
CFO
2959
Callan Family Office
Pennsylvania
$2.31M +$1.51M +14,920 +394%
OQS
2960
Occudo Quantitative Strategies
Florida
$2.31M -$1.4M -13,860 -43%
FWTB
2961
First Western Trust Bank
Colorado
$2.31M -$24.3K -240 -1%
MAG
2962
Mayfair Advisory Group
Alabama
$2.31M -$56.9K -563 -3%
SWP
2963
Summit Wealth Partners
Florida
$2.31M -$480K -4,751 -20%
SW
2964
StrongBox Wealth
Missouri
$2.3M +$89.7K +887 +5%
A
2965
AJOVista
Massachusetts
$2.3M +$139K +1,374 +8%
SWM
2966
Salvus Wealth Management
New Jersey
$2.3M +$256K +2,530 +16%
WFA
2967
WMG Financial Advisors
Tennessee
$2.3M +$937K +9,268 +99%
KPWG
2968
KFA Private Wealth Group
Virginia
$2.3M -$406K -4,017 -18%
TSWM
2969
Triangle Securities Wealth Management
North Carolina
$2.29M -$105K -1,040 -5%
SRL
2970
Scientech Research LLC
New Jersey
$2.29M +$1.03M +10,229 +123%
WQ
2971
Wealth Quarterback
New Jersey
$2.28M -$144K -1,422 -7%
MCM
2972
Monument Capital Management
Virginia
$2.28M -$7.79K -77 -0.4%
CA
2973
Calton & Associates
Florida
$2.27M +$350K +3,462 +23%
RWP
2974
Ridgecrest Wealth Partners
California
$2.27M -$5.56M -54,995 -75%
MPW
2975
Monterey Private Wealth
California
$2.27M +$119K +1,180 +7%
117 118
119
120 121