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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1101
Mission Wealth Management
California
$211K +$235K +961 New
JPWM
1102
Jamison Private Wealth Management
Georgia
$210K – – –
QFW
1103
QTR Family Wealth
Florida
$210K -$241K -988 -46%
OA
1104
Operose Advisors
Wisconsin
$210K +$21K +86 +10%
AG
1105
Ascent Group
Virginia
$210K +$233K +956 New
WCM
1106
Whitener Capital Management
North Carolina
$208K -$13.4K -55 -5%
DT
1107
DV Trading
Illinois
$208K +$231K +948 New
IRP
1108
Investment Research Partners
Pennsylvania
$207K -$16.8K -69 -7%
LWM
1109
Lodestone Wealth Management
Washington
$207K -$9.76K -40 -4%
PWSG
1110
Pacific Wealth Strategies Group
California
$206K – – –
RCA
1111
Resonant Capital Advisors
Wisconsin
$206K +$229K +939 New
IIL
1112
Income Insurance Ltd
$206K +$229K +937 New
OHWP
1113
Oak Harbor Wealth Partners
North Carolina
$205K -$33.9K -139 -13%
RF
1114
Robinswood Financial
Washington
$205K +$228K +936 New
LWM
1115
LeConte Wealth Management
Tennessee
$204K +$227K +932 New
AC
1116
AlphaCore Capital
California
$204K -$13.4K -55 -6%
TWD
1117
True Wealth Design
Ohio
$203K -$7.57K -31 -3%
FWP
1118
Flatrock Wealth Partners
California
$203K +$226K +925 New
MA
1119
Modus Advisors
Minnesota
$197K -$76.6K -314 -26%
APW
1120
Aventura Private Wealth
Florida
$190K – – –
LOIM
1121
Liberty One Investment Management
Illinois
$187K -$275K -1,126 -57%
SIS
1122
Sound Income Strategies
Florida
$178K +$98.1K +402 +91%
GM
1123
GeoWealth Management
Illinois
$178K -$62.7K -257 -24%
PWAM
1124
Private Wealth Asset Management
Iowa
$176K – – –
QA
1125
Quattro Advisors
Pennsylvania
$175K +$195K +799 New
43 44
45
46 47