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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
4076
Detalus Advisors
Missouri
$2.59M -$14.8K -72 -0.6%
DFC
4077
DBK Financial Counsel
Ohio
$2.59M +$2.26K +11 +0.1%
MPCL
4078
My Personal CFO LLC
Washington
$2.59M -$195K -950 -7%
HCM
4079
Hall Capital Management
Rhode Island
$2.59M -$30.8K -150 -1%
NA
4080
Nautilus Advisors
California
$2.59M +$23.9K +116 +1%
AZ
4081
Alpha Zero
Florida
$2.58M +$347K +1,688 +16%
PWMG
4082
Private Wealth Management Group
New Jersey
$2.58M +$1.33M +6,485 +101%
CHA
4083
Cooper/Haims Advisors
New York
$2.58M +$297K +1,445 +13%
DF
4084
Downshift Financial
Colorado
$2.58M – – –
FWP
4085
Firethorn Wealth Partners
Georgia
$2.57M +$210K +1,022 +9%
HA
4086
Helium Advisors
Washington
$2.57M -$312K -1,516 -11%
GWP
4087
Gen-Wealth Partners
Michigan
$2.57M -$79.6K -387 -3%
AAM
4088
Augustine Asset Management
Florida
$2.57M +$27.8K +135 +1%
VAF
4089
Values Added Financial
District of Columbia
$2.57M +$494K +2,401 +23%
SWM
4090
Silverlake Wealth Management
Vermont
$2.57M +$302K +1,469 +13%
CWA
4091
Carolina Wealth Advisors
South Carolina
$2.57M +$2.67K +13 +0.1%
MWM
4092
Melfa Wealth Management
Massachusetts
$2.57M +$9.05K +44 +0.3%
MCIA
4093
Mountain Capital Investment Advisors
Colorado
$2.57M +$182K +883 +7%
PWP
4094
Precedent Wealth Partners
Texas
$2.57M +$542K +2,636 +26%
KGP
4095
Keystone Global Partners
Colorado
$2.56M – – –
WAU
4096
Wellington-Altus USA
Manitoba, Canada
$2.54M +$222K +1,081 +8%
TWM
4097
Tolleson Wealth Management
Texas
$2.54M – – –
MIM
4098
Martin Investment Management
Florida
$2.54M -$82.9K -403 -3%
SFS
4099
Summit Financial Strategies
Ohio
$2.54M +$14.4K +70 +0.6%
DM
4100
Diversified Management
Wisconsin
$2.54M -$198K -963 -7%
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164
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