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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
5201
IMG Wealth Management
Florida
$728K +$121K +589 +19%
OWM
5202
Orgel Wealth Management
Wisconsin
$726K +$746K +3,630 New
TWP
5203
Tower Wealth Partners
Pennsylvania
$726K +$251K +1,220 +51%
DMBA
5204
Deseret Mutual Benefit Administrators
Utah
$725K -$18.1K -88 -2%
SLG
5205
Sanchez Levi Garrett
$721K +$190K +925 +35%
PWA
5206
Perspective Wealth Advisors
Colorado
$720K +$19.5K +95 +3%
FF
5207
Farnam Financial
Arizona
$720K – – –
VF
5208
Vawter Financial
Ohio
$718K +$14.4K +70 +2%
RWS
5209
RASP Wealth Solutions
Indiana
$717K +$737K +3,586 New
PFS
5210
Professional Financial Solutions
Virginia
$716K +$13.6K +66 +2%
PWM
5211
Provident Wealth Management
Tennessee
$716K +$343K +1,666 +87%
GWA
5212
Geometric Wealth Advisors
District of Columbia
$716K +$226K +1,100 +44%
WCM
5213
WealthTrak Capital Management
Virginia
$715K – – –
FFIC
5214
First Fiduciary Investment Counsel
Ohio
$715K +$229K +1,112 +45%
CCM
5215
Causeway Capital Management
California
$714K -$4.52K -22 -0.6%
MBFW
5216
Morton Brown Family Wealth
Pennsylvania
$712K +$2.47K +12 +0.3%
FSG
5217
Financial Strategies Group
Michigan
$710K +$3.5K +17 +0.5%
FGC
5218
First Growth Capital
Maryland
$710K -$105K -510 -13%
LOAMU
5219
Lombard Odier Asset Management (USA)
New York
$710K -$399K -1,940 -35%
BWM
5220
Base Wealth Management
Florida
$708K -$16.2K -79 -2%
PSIWM
5221
Paradigm Strategies in Wealth Management
Minnesota
$708K +$92.9K +452 +15%
OFG
5222
Omega Financial Group
California
$707K -$13.2K -64 -2%
LFASL
5223
Lugano Financial Advisors SA (LFA)
Switzerland
$707K +$33.3K +162 +5%
RWA
5224
Resolute Wealth Advisor
Ohio
$707K – – –
TWA
5225
Trellis Wealth Advisors
California
$706K +$617 +3 +0.1%
207 208
209
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