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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3001
Opes Wealth Management
California
$5.99M -$45.6K -245 -0.8%
XWL
3002
XXI Wealth LLC
Illinois
$5.99M +$5.98M +32,109 New
GAAM
3003
Grand Alliance Asset Management
Hong Kong
$5.99M -$1.88M -10,100 -24%
RWMG
3004
Redwood Wealth Management Group
New Jersey
$5.98M +$6.51K +35 +0.1%
FMP
3005
Financial Management Professionals
Texas
$5.98M +$74.5K +400 +1%
DWML
3006
Decker Wealth Management LLC
Tennessee
$5.98M +$5.96M +32,038 New
CPSC
3007
Carl P. Sherr & Co
Massachusetts
$5.97M +$197K +1,060 +4%
CA
3008
CWC Advisors
Oregon
$5.97M +$165K +884 +3%
MCA
3009
Magnolia Capital Advisors
Mississippi
$5.96M +$712K +3,824 +14%
SL
3010
Sentinus LLC
Illinois
$5.96M +$1.45M +7,789 +32%
BFG
3011
Bouchey Financial Group
New York
$5.96M +$604K +3,243 +11%
MW
3012
Maia Wealth
Colorado
$5.96M +$387K +2,078 +7%
PHM
3013
Prospect Hill Management
New Jersey
$5.94M – – –
VC
3014
Veracity Capital
Georgia
$5.93M -$151K -813 -2%
MAM
3015
McLaughlin Asset Management
Illinois
$5.93M +$5.92M +31,787 New
PIM
3016
Peregrine Investment Management
Ontario, Canada
$5.93M +$1.63M +8,780 +38%
FDS
3017
Freedom Day Solutions
Texas
$5.91M -$29.8K -160 -0.5%
5NPW
3018
55 North Private Wealth
Florida
$5.91M +$5.9M +31,679 New
KIA
3019
Kraematon Investment Advisors
Massachusetts
$5.9M +$7.45K +40 +0.1%
CPG
3020
Cornerstone Planning Group
New Jersey
$5.9M +$5.73M +30,795 +133,891%
AFW
3021
Avantra Family Wealth
Pennsylvania
$5.88M -$101K -543 -2%
BCM
3022
Bourgeon Capital Management
Connecticut
$5.87M +$475K +2,552 +9%
FF
3023
Francis Financial
$5.87M +$217K +1,168 +4%
CG
3024
Castellan Group
Kentucky
$5.87M +$5.86M +31,477 New
NPA
3025
Nichols & Pratt Advisers
Massachusetts
$5.87M -$720K -3,870 -11%
119 120
121
122 123