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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
4051
Alliance Wealth Management Group
New Jersey
$1.09M +$44.4K +322 +4%
CCP
4052
Clarkston Capital Partners
Michigan
$1.09M +$200K +1,450 +22%
SWP
4053
Significant Wealth Partners
Illinois
$1.09M +$96.9K +703 +10%
IPW
4054
Intergy Private Wealth
Colorado
$1.09M -$44K -319 -4%
DAC
4055
Dividend Assets Capital
South Carolina
$1.08M +$60.9K +442 +6%
RGI
4056
River Global Investors
United Kingdom
$1.08M -$789K -5,721 -41%
AC
4057
Avant Capital
Louisiana
$1.08M +$1.11M +8,064 New
BHBT
4058
Burke & Herbert Bank & Trust
Virginia
$1.08M -$161K -1,167 -13%
C1AG
4059
Client 1st Advisory Group
Florida
$1.08M -$34K -247 -3%
MIM
4060
MTM Investment Management
South Carolina
$1.08M -$23.4K -170 -2%
FFL
4061
Financial Freedom LLC
Ohio
$1.08M +$151K +1,092 +16%
DFA
4062
DHK Financial Advisors
New Hampshire
$1.08M -$16.5K -120 -1%
MWP
4063
Meriwether Wealth & Planning
Louisiana
$1.08M +$1.1M +8,015 New
TA
4064
Townsend & Associates
Colorado
$1.08M +$33.4K +242 +3%
PPW
4065
Pasadena Private Wealth
California
$1.08M +$210K +1,524 +23%
PFA
4066
Pettinga Financial Advisors
Indiana
$1.07M +$48.4K +351 +5%
RFP
4067
Roth Financial Partners
Texas
$1.07M -$68.9K -500 -6%
GC
4068
Gruss & Co
Florida
$1.07M +$689K +5,000 +167%
PAS
4069
Professional Advisory Services
Florida
$1.07M -$138K -1,000 -11%
YCG
4070
Yeomans Consulting Group
Georgia
$1.07M -$255K -1,849 -19%
SWM
4071
Silverlake Wealth Management
Vermont
$1.07M +$32.1K +233 +3%
SWM
4072
Selective Wealth Management
Virginia
$1.07M -$28.3K -205 -2%
CP
4073
Castleview Partners
Texas
$1.06M +$158K +1,143 +17%
WP
4074
Wealthspan Partners
Iowa
$1.06M -$40.5K -294 -4%
AAMC
4075
Asset Allocation & Management Company
Illinois
$1.06M +$1.09M +7,900 New
161 162
163
164 165