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Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
4351
WealthCare Investment Partners
Rhode Island
$1.74M +$46.3K +249 +3%
SIA
4352
Serenity Investment Advisors
Illinois
$1.74M +$1.75M +9,406 New
AM
4353
Atwater Malick
Pennsylvania
$1.74M -$32.9K -177 -2%
WAG
4354
Wilkerson Advisory Group
Missouri
$1.73M +$1.73M +9,299 New
PAG
4355
Poinciana Advisors Group
Florida
$1.73M -$77.6K -417 -4%
SRPTWM
4356
Split Rock Private Trading & Wealth Management
Minnesota
$1.73M +$1.73M +9,275 New
PHIC
4357
Pine Haven Investment Counsel
Massachusetts
$1.73M -$53.4K -287 -3%
SC
4358
Schubert & Co
Texas
$1.73M +$204K +1,098 +13%
AMBIA
4359
Allen Mooney & Barnes Investment Advisors
Georgia
$1.72M -$30.9K -166 -2%
RA
4360
Rodgers & Associates
Pennsylvania
$1.72M -$14.3K -77 -0.8%
OCG
4361
Opus Capital Group
Ohio
$1.72M +$228K +1,225 +15%
AW
4362
Ankerstar Wealth
Texas
$1.72M +$1.72M +9,217 New
TWM
4363
Tolleson Wealth Management
Texas
$1.72M – – –
RMS
4364
Retirement Management Systems
Maryland
$1.72M +$1.71M +9,209 New
DAM
4365
Deepwater Asset Management
Minnesota
$1.72M -$269K -1,446 -14%
GCS
4366
Gordian Capital (Singapore)
Singapore
$1.72M -$2.49M -13,400 -59%
SHWM
4367
Smith & Howard Wealth Management
Georgia
$1.71M +$12.1K +65 +0.7%
LC
4368
Landaas & Company
Wisconsin
$1.71M – – –
BWG
4369
Beta Wealth Group
California
$1.71M -$2.42K -13 -0.1%
WAC
4370
William Allan Corp
Colorado
$1.71M -$174K -934 -9%
BCM
4371
Brookmont Capital Management
Texas
$1.71M +$186 +1 +0%
CMAI
4372
Capital Management Associates Inc
Minnesota
$1.71M +$81.7K +439 +5%
SCM
4373
SOL Capital Management
Maryland
$1.71M -$13K -70 -0.8%
KWA
4374
Kellett Wealth Advisors
Ohio
$1.71M +$139K +749 +9%
VW
4375
Veridan Wealth
Oregon
$1.71M +$1.3K +7 +0.1%
173 174
175
176 177