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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3326
Consultiva Wealth Management
Puerto Rico
$3.14M – – –
ABLA
3327
Alan B. Lancz & Associates
Ohio
$3.12M -$30.2K -240 -1%
KMWM
3328
Keudell/Morrison Wealth Management
Oregon
$3.12M -$149K -1,182 -6%
WA
3329
Whipplewood Advisors
Colorado
$3.11M +$157K +1,245 +7%
TCG
3330
Transcendent Capital Group
Oklahoma
$3.11M +$31.1K +247 +1%
AWC
3331
Adamsbrown Wealth Consultants
Kansas
$3.11M +$55.7K +443 +2%
WWA
3332
Wisconsin Wealth Advisors
Wisconsin
$3.11M -$69K -548 -3%
LSWP
3333
Liberty Square Wealth Partners
Pennsylvania
$3.11M -$50.3K -400 -2%
PBC
3334
Pavion Blue Capital
California
$3.1M – – –
FA
3335
Fermata Advisors
California
$3.1M -$1.33M -10,608 -35%
ISFAN
3336
Investor's Fiduciary Advisor Network
Washington
$3.1M +$749K +5,951 +44%
AWM
3337
Atticus Wealth Management
Florida
$3.1M +$419K +3,329 +20%
CIC
3338
Chilton Investment Company
Connecticut
$3.09M -$308K -2,447 -11%
T
3339
TOBAM
France
$3.09M -$1.79M -14,219 -42%
SWM
3340
Salvus Wealth Management
New Jersey
$3.09M +$42.3K +336 +2%
RGF
3341
Retirement Guys Formula
Ohio
$3.08M +$61.5K +489 +3%
EW
3342
Enzi Wealth
Texas
$3.08M -$267K -2,123 -10%
PWA
3343
PCG Wealth Advisors
Kansas
$3.07M +$101K +804 +4%
MHWM
3344
Montz Harcus Wealth Management
Louisiana
$3.07M +$28.4K +226 +1%
VPW
3345
Variant Private Wealth
Virginia
$3.07M +$79.5K +632 +3%
RL
3346
Rogco LP
Oklahoma
$3.06M +$290K +2,305 +14%
IA
3347
IMZ Advisory
Florida
$3.06M +$2.52K +20 +0.1%
ML
3348
Mayport LLC
Massachusetts
$3.06M -$125K -991 -5%
JLBC
3349
J.L. Bainbridge & Co
Florida
$3.06M +$505K +4,009 +26%
BWM
3350
BCGM Wealth Management
Indiana
$3.05M +$12.8K +102 +0.5%
132 133
134
135 136