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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
4026
Requisite Capital Management
Texas
$1.49M +$290K +2,303 +32%
IPW
4027
Intergy Private Wealth
Colorado
$1.48M +$138K +1,093 +13%
DWM
4028
Denver Wealth Management
Colorado
$1.48M -$608K -4,835 -34%
AM
4029
Atwater Malick
Pennsylvania
$1.48M +$10.4K +83 +0.9%
AWA
4030
Archvest Wealth Advisors
California
$1.48M +$70.9K +563 +6%
DIM
4031
DLK Investment Management
California
$1.48M +$221K +1,759 +23%
WWMSC
4032
Wagner Wealth Management (South Carolina)
South Carolina
$1.47M +$105K +832 +10%
UFA
4033
Uptown Financial Advisors
Texas
$1.47M +$322K +2,556 +38%
KWA
4034
Kondo Wealth Advisors
California
$1.47M -$14.5K -115 -1%
NLWP
4035
Next Level Wealth Planning
Idaho
$1.47M +$98.5K +783 +9%
RA
4036
Rodgers & Associates
Pennsylvania
$1.47M -$39.1K -311 -3%
AA
4037
ACT Advisors
North Carolina
$1.46M -$58.5K -465 -5%
E
4038
EntreWealth
Texas
$1.46M +$179K +1,422 +18%
RIS
4039
Retirement Income Solutions
Michigan
$1.46M +$21.6K +172 +2%
BIS
4040
BG Investment Services
Guam
$1.46M +$91.9K +730 +9%
TWM
4041
Tolleson Wealth Management
Texas
$1.46M -$263K -2,090 -18%
GFP
4042
Guardian Financial Partners
California
$1.45M -$250K -1,990 -18%
SHFA
4043
SC&H Financial Advisors
Maryland
$1.45M +$391K +3,108 +51%
MIM
4044
MTM Investment Management
South Carolina
$1.45M – – –
WA
4045
WBH Advisory
Maryland
$1.45M -$378 -3 -0%
SC
4046
Stance Capital
Massachusetts
$1.45M -$2.64M -20,985 -70%
RIA
4047
Retirement Investment Advisors
Oklahoma
$1.45M – – –
SAMT
4048
Select Asset Management & Trust
Pennsylvania
$1.45M -$220K -1,750 -16%
KA
4049
Kooman & Associates
Pennsylvania
$1.45M +$10.7K +85 +0.9%
BWM
4050
BankPlus Wealth Management
Mississippi
$1.45M -$517K -4,106 -31%
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