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Name Holding Trade Value Shares
Change 		Change in
Stake
VPWA
4201
Vestia Personal Wealth Advisors
Indiana
$1.47M +$66.6K +382 +5%
AWAP
4202
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.47M +$104K +595 +8%
APWA
4203
Atlas Private Wealth Advisors
New Jersey
$1.47M -$1.97M -11,293 -59%
OWM
4204
OneAscent Wealth Management
Alabama
$1.47M -$31.9K -183 -2%
RI
4205
RWWM Inc
California
$1.47M +$199K +1,142 +17%
WHCI
4206
W.H. Cornerstone Investments
Massachusetts
$1.46M +$56.5K +324 +4%
AFO
4207
Allie Family Office
Florida
$1.46M – – –
HIM
4208
Harbour Investment Management
Washington
$1.46M -$81.9K -470 -6%
LI
4209
LVZ Inc
Michigan
$1.46M +$18.5K +106 +1%
4WM
4210
44 Wealth Management
Oregon
$1.46M -$45.1K -259 -3%
CCM
4211
Chaney Capital Management
Washington
$1.45M +$19.7K +113 +1%
MP
4212
Moment Partners
California
$1.45M +$174K +998 +15%
CS
4213
Crescent Sterling
Louisiana
$1.45M -$2.44K -14 -0.2%
SCG
4214
Sonata Capital Group
Washington
$1.45M +$174 +1 +0%
CF
4215
Cyr Financial
Illinois
$1.44M +$9.41K +54 +0.7%
MCA
4216
Maryland Capital Advisors
Maryland
$1.44M -$17.1K -98 -1%
HDIM
4217
Hanson & Doremus Investment Management
Vermont
$1.44M +$38.3K +220 +3%
FSCM
4218
Front Street Capital Management
Montana
$1.44M -$10.8K -62 -0.8%
FFG
4219
Fortress Financial Group
Minnesota
$1.43M -$697 -4 -0.1%
BH
4220
Burk Holdings
Oklahoma
$1.43M -$106K -610 -7%
KG
4221
Kilter Group
New York
$1.43M +$83K +476 +7%
SDWMA
4222
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.42M +$454K +2,604 +52%
DWA
4223
Delap Wealth Advisory
Oregon
$1.42M +$24.4K +140 +2%
TPBG
4224
Turning Point Benefit Group
Maryland
$1.42M +$163K +935 +14%
SSWG
4225
Seven Springs Wealth Group
Tennessee
$1.42M +$6.62K +38 +0.5%
167 168
169
170 171