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Name Holding Trade Value Shares
Change 		Change in
Stake
DF
4051
Downshift Financial
Colorado
$2.58M – – –
FWP
4052
Firethorn Wealth Partners
Georgia
$2.57M +$210K +1,022 +9%
HA
4053
Helium Advisors
Washington
$2.57M -$312K -1,516 -11%
GWP
4054
Gen-Wealth Partners
Michigan
$2.57M -$79.6K -387 -3%
AAM
4055
Augustine Asset Management
Florida
$2.57M +$27.8K +135 +1%
VAF
4056
Values Added Financial
District of Columbia
$2.57M +$494K +2,401 +23%
SWM
4057
Silverlake Wealth Management
Vermont
$2.57M +$302K +1,469 +13%
CWA
4058
Carolina Wealth Advisors
South Carolina
$2.57M +$2.67K +13 +0.1%
MWM
4059
Melfa Wealth Management
Massachusetts
$2.57M +$9.05K +44 +0.3%
MCIA
4060
Mountain Capital Investment Advisors
Colorado
$2.57M +$182K +883 +7%
PWP
4061
Precedent Wealth Partners
Texas
$2.57M +$542K +2,636 +26%
KGP
4062
Keystone Global Partners
Colorado
$2.56M – – –
TWM
4063
Tolleson Wealth Management
Texas
$2.54M – – –
MIM
4064
Martin Investment Management
Florida
$2.54M -$82.9K -403 -3%
SFS
4065
Summit Financial Strategies
Ohio
$2.54M +$14.4K +70 +0.6%
DM
4066
Diversified Management
Wisconsin
$2.54M -$198K -963 -7%
FA
4067
Fedenia Advisers
Wisconsin
$2.54M +$16K +78 +0.6%
GCM
4068
Greenland Capital Management
New York
$2.54M -$981K -4,770 -27%
IA
4069
Intellus Advisors
Florida
$2.54M -$1.44M -7,006 -36%
MW
4070
Members Wealth
Pennsylvania
$2.53M +$11.3K +55 +0.4%
AWP
4071
Avid Wealth Partners
Texas
$2.53M -$169K -822 -6%
EBA
4072
Eagle Bay Advisors
New York
$2.53M -$138K -673 -5%
SG
4073
Somerset Group
Minnesota
$2.53M +$62.1K +302 +3%
AWA
4074
Alaska Wealth Advisors
Alaska
$2.52M +$458K +2,226 +21%
SCM
4075
SaddleRock Capital Management
New York
$2.52M +$2.59M +12,600 New
161 162
163
164 165