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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3451
Challenger Wealth Management
California
$2.14M +$2.2M +15,952 New
JWM
3452
JFG Wealth Management
Colorado
$2.14M +$677K +4,910 +44%
JWA
3453
JFS Wealth Advisors
Pennsylvania
$2.14M +$96.5K +700 +5%
WIM
3454
Warwick Investment Management
Texas
$2.13M +$120K +868 +6%
WAL
3455
W Advisors LLC
Tennessee
$2.13M -$206K -1,498 -9%
MC
3456
Middleton & Co
Massachusetts
$2.12M +$89.6K +650 +4%
BAS
3457
Breakthru Advisory Services
Wisconsin
$2.12M +$2.18M +15,799 New
OAS
3458
Optivise Advisory Services
Tennessee
$2.12M +$376K +2,728 +21%
AWM
3459
Austin Wealth Management
Texas
$2.12M +$247K +1,789 +13%
BPW
3460
Bingham Private Wealth
California
$2.12M +$2.17M +15,767 New
SDWIA
3461
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.12M -$19.2K -139 -0.9%
GHA
3462
GW Henssler & Associates
Georgia
$2.11M – – –
FPF
3463
First Pacific Financial
Washington
$2.11M -$376K -2,726 -15%
ACGA
3464
Atlanta Consulting Group Advisors
Georgia
$2.11M -$3.58M -25,966 -62%
MFWM
3465
Motley Fool Wealth Management
Virginia
$2.11M -$101K -731 -4%
MFT
3466
Moisand Fitzgerald Tamayo
Florida
$2.1M -$114K -830 -5%
DW
3467
Dodds Wealth
Colorado
$2.1M – – –
BHB
3468
Bank Hapoalim BM
Israel
$2.1M +$13.2K +96 +0.6%
VPF
3469
Vantage Point Financial
Illinois
$2.1M +$2.15M +15,620 New
AR
3470
Apeiron RIA
Texas
$2.1M +$200K +1,451 +10%
PCP
3471
Panoramic Capital Partners
Oregon
$2.1M +$2.15M +15,604 New
VPW
3472
Variant Private Wealth
Virginia
$2.09M +$2.15M +15,594 New
FBC
3473
Fairfield, Bush & Co
Connecticut
$2.09M -$75.8K -550 -3%
CA
3474
Cresta Advisors
Texas
$2.09M – – –
USB
3475
Union Savings Bank
Connecticut
$2.09M -$27.3K -198 -1%
137 138
139
140 141