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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
4851
Northcape Wealth Management
New York
$1.18M – – –
WC
4852
Weil Company
California
$1.17M +$38K +185 +3%
FWM
4853
FSR Wealth Management
Illinois
$1.17M +$244K +1,189 +26%
WIC
4854
Wilkins Investment Counsel
Massachusetts
$1.17M – – –
KLI
4855
Kelman-Lazarov Inc
Tennessee
$1.17M +$112K +547 +10%
TA
4856
TPG Advisors
Illinois
$1.17M +$37.6K +183 +3%
SPAS
4857
Spectrum Planning & Advisory Services
California
$1.17M -$41.5K -202 -3%
WW
4858
Winnow Wealth
Texas
$1.16M +$23.9K +116 +2%
UFPG
4859
United Financial Planning Group
New York
$1.16M – – –
TFS
4860
Targeted Financial Services
Florida
$1.16M +$626K +3,046 +110%
EW
4861
Element Wealth
Mississippi
$1.16M -$94.8K -461 -7%
GFP
4862
Guardian Financial Partners
California
$1.16M -$1.05M -5,105 -47%
AA
4863
AF Advisors
California
$1.16M +$206 +1 +0%
SWM
4864
Stronghold Wealth Management
Florida
$1.16M +$23.6K +115 +2%
ODE
4865
O'Domhnaill Enterprises
Wyoming
$1.16M +$1.19M +5,775 New
BWCS
4866
Beirne Wealth Consulting Services
Connecticut
$1.16M -$17.5K -85 -1%
CCM
4867
Colorado Capital Management
Colorado
$1.16M +$95.8K +466 +9%
SWP
4868
ShoreHaven Wealth Partners
New Jersey
$1.15M -$21K -102 -2%
SA
4869
SRH Advisors
Kansas
$1.15M – – –
RSC
4870
Red Spruce Capital
Pennsylvania
$1.15M -$93.1K -453 -7%
BI
4871
Bradyco Inc
Massachusetts
$1.15M – – –
IWP
4872
Innova Wealth Partners
Pennsylvania
$1.14M +$46.9K +228 +4%
HCA
4873
Hardworking Capital Advisors
California
$1.14M +$20.6K +100 +2%
GPW
4874
Gentry Private Wealth
Kansas
$1.14M +$16.7K +81 +1%
GAM
4875
Gould Asset Management
California
$1.14M +$86.1K +419 +8%
193 194
195
196 197