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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
4076
Bear Mountain Capital
Washington
$1.73M +$3.49K +20 +0.2%
WA
4077
WBH Advisory
Maryland
$1.73M +$17.4K +100 +1%
IW
4078
Imprint Wealth
South Carolina
$1.73M +$1.62M +9,269 New
SCM
4079
SOL Capital Management
Maryland
$1.72M +$95.9K +550 +6%
FFA
4080
Frazier Financial Advisors
Ohio
$1.72M +$1.3M +7,477 +431%
TWM
4081
Tolleson Wealth Management
Texas
$1.72M – – –
BWG
4082
Beta Wealth Group
California
$1.72M -$313K -1,797 -16%
LC
4083
Landaas & Company
Wisconsin
$1.71M -$65.4K -375 -4%
HBS
4084
Howard Bailey Securities
Indiana
$1.71M -$242K -1,386 -13%
CP
4085
Castleview Partners
Texas
$1.71M +$381K +2,187 +31%
BCM
4086
Brookmont Capital Management
Texas
$1.71M +$83.3K +478 +6%
TIM
4087
Tortoise Investment Management
New York
$1.71M +$49.3K +283 +3%
MCM
4088
Mengis Capital Management
Oregon
$1.71M -$288K -1,650 -15%
VW
4089
Veridan Wealth
Oregon
$1.71M +$1.59M +9,139 New
EFI
4090
EHP Funds Inc
Canada
$1.7M -$5.69M -32,664 -78%
SHWM
4091
Smith & Howard Wealth Management
Georgia
$1.7M +$135K +774 +9%
HCM
4092
Hall Capital Management
Rhode Island
$1.7M +$11K +63 +0.7%
DSN
4093
D. Scott Neal
Kentucky
$1.7M -$174K -1,000 -10%
BFAG
4094
Blackston Financial Advisory Group
Florida
$1.7M +$63.8K +366 +4%
WAS
4095
Wealth Advisory Solutions
Indiana
$1.7M +$25.6K +147 +2%
NLWP
4096
Next Level Wealth Planning
Idaho
$1.69M -$45.8K -263 -3%
AAS
4097
Asset Allocation Strategies
Michigan
$1.69M +$277K +1,589 +21%
POIA
4098
Pin Oak Investment Advisors
Texas
$1.69M +$341K +1,956 +28%
KA
4099
Kooman & Associates
Pennsylvania
$1.69M -$21.3K -122 -1%
BA
4100
Ballew Advisors
Mississippi
$1.68M -$4.36K -25 -0.3%
162 163
164
165 166