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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3026
Stephens Consulting
Michigan
$2.73M -$90K -710 -3%
WMWM
3027
Whitaker-Myers Wealth Managers
Ohio
$2.72M +$370K +2,923 +13%
SCP
3028
Stamos Capital Partners
California
$2.72M +$2.24M +17,688 +239%
KOMWMG
3029
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.72M +$13.9K +110 +0.4%
DF
3030
Dunhill Financial
United Kingdom
$2.71M -$540K -4,264 -15%
MA
3031
MYDA Advisors
New York
$2.71M -$12.7M -100,000 -80%
SA
3032
SoundView Advisors
Washington
$2.71M -$941K -7,426 -23%
WWC
3033
Waypoint Wealth Counsel
Georgia
$2.7M +$472K +3,723 +18%
CWA
3034
Clarus Wealth Advisors
Arizona
$2.69M +$441K +3,480 +17%
TAM
3035
Townsend Asset Management
North Carolina
$2.69M +$83.8K +661 +3%
AMM
3036
American Money Management
California
$2.69M -$178K -1,406 -5%
WA
3037
Westfuller Advisors
New York
$2.68M +$157K +1,238 +5%
PIP
3038
Peachtree Investment Partners
Florida
$2.68M -$474K -3,736 -13%
IWN
3039
Independent Wealth Network
Iowa
$2.67M +$83.5K +659 +3%
WFS
3040
WealthGarden F.S.
California
$2.67M +$178K +1,406 +6%
RFN
3041
Redwood Financial Network
Ohio
$2.67M +$77.9K +615 +3%
LI
3042
LifeWealth Investments
Florida
$2.66M +$113K +888 +4%
PAM
3043
Paradigm Asset Management
New York
$2.66M – – –
VARA
3044
Value Aligned Research Advisors
New Jersey
$2.66M +$1.48M +11,645 +90%
CFC
3045
Coyle Financial Counsel
Illinois
$2.66M +$190K +1,496 +6%
TNA
3046
True North Advisors
Texas
$2.65M +$65.8K +519 +2%
PIM
3047
Platinum Investment Management
Australia
$2.65M +$2.9M +22,897 +1,447%
CWA
3048
Centennial Wealth Advisory
Michigan
$2.65M +$215K +1,695 +7%
PW
3049
Pandora Wealth
Illinois
$2.65M +$3.1M +24,440 New
AHL
3050
Abel Hall LLC
Louisiana
$2.65M -$500K -3,948 -14%
120 121
122
123 124