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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3251
DecisionMap Wealth Management
Virginia
$4.76M +$554K +2,976 +13%
TGAM
3252
TBH Global Asset Management
Tennessee
$4.76M +$941K +5,058 +25%
FNT
3253
First Nebraska Trust
Nebraska
$4.76M +$1.18M +6,315 +33%
WCFA
3254
Walkner Condon Financial Advisors
Wisconsin
$4.75M -$352K -1,893 -7%
QCIG
3255
Quad-Cities Investment Group
Iowa
$4.75M +$37K +199 +0.8%
VFA
3256
Voya Financial Advisors
Connecticut
$4.75M -$523K -2,809 -10%
FWC
3257
First Washington Corp
Washington
$4.74M -$22.2K -119 -0.5%
PWA
3258
Primoris Wealth Advisors
Florida
$4.73M -$176K -944 -4%
LWM
3259
Lodestone Wealth Management
Washington
$4.73M +$117K +628 +3%
SWG
3260
Summit Wealth Group
Vermont
$4.73M +$342K +1,840 +8%
BAWC
3261
Boyce & Associates Wealth Consulting
Texas
$4.72M +$126K +677 +3%
PG
3262
Prostatis Group
Maryland
$4.72M +$181K +971 +4%
RLWM
3263
RF&L Wealth Management
Massachusetts
$4.72M -$5.58K -30 -0.1%
LFA
3264
Laraway Financial Advisors
Minnesota
$4.71M – – –
PCH
3265
PGIM Custom Harvest
New Jersey
$4.71M -$83.9K -451 -2%
WA
3266
Waystone Advisors
Washington
$4.71M +$4.7M +25,228 New
CPM
3267
Crescent Park Management
California
$4.7M -$335K -1,799 -7%
SL
3268
SFM LLC
New Hampshire
$4.7M +$733K +3,939 +19%
BFC
3269
Bedel Financial Consulting
Indiana
$4.7M +$31.1K +167 +0.7%
BHWM
3270
Beaird Harris Wealth Management
Texas
$4.69M -$330K -1,772 -7%
CIC
3271
Crawford Investment Counsel
Georgia
$4.69M +$423K +2,271 +10%
FPF
3272
First Pacific Financial
Washington
$4.68M -$49.1K -264 -1%
DBRC
3273
D.B. Root & Company
Pennsylvania
$4.68M -$526K -2,827 -10%
RE
3274
Rydar Equities
Texas
$4.68M -$196K -1,051 -4%
NA
3275
NWM Advisors
California
$4.67M +$4.66M +25,048 New
129 130
131
132 133