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Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
1851
Financial Management Network
California
$213K +$203K +2,294 New
JWM
1852
Jeppson Wealth Management
California
$213K +$220K +2,480 New
AWS
1853
Arkfeld Wealth Strategies
Nebraska
$213K +$235K +2,646 New
WP
1854
WealthSource Partners
California
$211K -$124K -1,394 -36%
GIA
1855
Guyasuta Investment Advisors
Pennsylvania
$211K +$218K +2,453 New
RPWA
1856
Regent Peak Wealth Advisors
Georgia
$211K +$218K +2,460 New
CFA
1857
Compass Financial Advisors
Indiana
$210K -$124K -1,400 -36%
OPWM
1858
Oxinas Partners Wealth Management
Indiana
$208K +$214K +2,414 New
VC
1859
Veery Capital
Delaware
$207K +$213K +2,401 New
CWM
1860
CCG Wealth Management
California
$207K +$213K +2,404 New
CFO
1861
CVA Family Office
Colorado
$205K +$85.1K +960 +67%
GWS
1862
Glassman Wealth Services
Virginia
$204K +$71.4K +805 +51%
HHGA
1863
Halbert Hargrove Global Advisors
California
$204K +$210K +2,367 New
BCM
1864
Birch Capital Management
Texas
$202K – – –
SLF
1865
Sun Life Financial
Ontario, Canada
$201K -$40.4K -456 -16%
SWM
1866
Scissortail Wealth Management
Oklahoma
$201K -$8.87K -100 -4%
PWP
1867
Pursue Wealth Partners
California
$201K +$207K +2,330 New
MFG
1868
MidWestOne Financial Group
Iowa
$201K +$207K +2,334 New
AWM
1869
Accurate Wealth Management
Florida
$201K +$207K +2,336 New
PA
1870
PFG Advisors
Arizona
$200K -$84.5K -953 -29%
SFS
1871
Stiles Financial Services
Minnesota
$200K +$206K +2,328 New
LAM
1872
L2 Asset Management
Massachusetts
$200K +$207K +2,329 New
SWA
1873
Sutton Wealth Advisors
Florida
$200K +$5.05K +57 +3%
CM
1874
Caption Management
Oklahoma
$199K -$11.8M -132,889 -98%
WWM
1875
Wolff Wiese Magana
California
$193K +$71.6K +808 +56%
73 74
75
76 77