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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1451
Members Wealth
Pennsylvania
$221K +$200K +1,475 New
SN
1452
Sittner & Nelson
Oregon
$221K – – –
WRPWM
1453
Werba Rubin Papier Wealth Management
California
$220K +$201K +1,483 New
FFM
1454
Flagstone Financial Management
Nebraska
$220K +$201K +1,480 New
VFG
1455
V2 Financial group
Illinois
$219K +$200K +1,476 New
DWP
1456
Daymark Wealth Partners
Ohio
$219K +$200K +1,475 New
PPW
1457
Parcion Private Wealth
Washington
$219K +$200K +1,475 New
PCM
1458
Parsons Capital Management
Rhode Island
$219K +$200K +1,475 New
BS
1459
Banco Santander
Spain
$219K -$644K -4,749 -76%
EFSCE
1460
Enterprise Financial Services Corp (EFSC)
Missouri
$217K +$198K +1,463 New
CA
1461
CV Advisors
Florida
$217K +$198K +1,460 New
WCM
1462
Washburn Capital Management
Florida
$217K +$198K +1,460 New
IC
1463
Inscription Capital
Texas
$217K +$198K +1,459 New
KSWWM
1464
Keyes Stange & Wooten Wealth Management
Florida
$216K +$197K +1,452 New
TC
1465
TAGStone Capital
North Carolina
$215K – – –
TW
1466
Traveka Wealth
California
$215K +$196K +1,447 New
APP
1467
Avantax Planning Partners
Iowa
$214K -$289K -2,131 -60%
PP
1468
Pacifica Partners
Canada
$214K -$8.13K -60 -4%
CAM
1469
Cidel Asset Management
Ontario, Canada
$213K +$194K +1,434 New
NWMG
1470
National Wealth Management Group
Ohio
$212K -$53K -391 -21%
IAMOG
1471
Investors Asset Management of Georgia
Georgia
$212K -$140K -1,035 -42%
CAC
1472
Certified Advisory Corp
Florida
$212K +$193K +1,425 New
NC
1473
NovaPoint Capital
Georgia
$210K +$192K +1,413 New
LWIC
1474
Leith Wheeler Investment Counsel
British Columbia, Canada
$210K +$191K +1,410 New
FWA
1475
FSM Wealth Advisors
Ohio
$209K +$191K +1,410 New
57 58
59
60 61