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Name Holding Trade Value Shares
Change 		Change in
Stake
AFWM
2701
Abich Financial Wealth Management
Virginia
$700K +$546K +1,575 New
RWA
2702
River Wealth Advisors
Pennsylvania
$700K +$72.5K +209 +15%
NFP
2703
Narus Financial Partners
Utah
$700K +$38.8K +112 +8%
AW
2704
Atlas Wealth
Ohio
$698K -$20.5K -59 -4%
BBA
2705
Baader Bank Aktiengesellschaft
Germany
$697K -$1.76M -5,063 -70%
VPF
2706
Vantage Point Financial
Illinois
$696K -$7.98K -23 -1%
JWM
2707
Jacksonville Wealth Management
Florida
$696K +$3.81K +11 +0.7%
NWMG
2708
Nicholson Wealth Management Group
South Carolina
$696K – – –
FLFS
2709
Family Legacy Financial Solutions
North Carolina
$695K +$13.5K +39 +3%
HCM
2710
Hengehold Capital Management
Ohio
$695K +$75.6K +218 +16%
JWM
2711
JDH Wealth Management
California
$693K -$10.4K -30 -2%
MPIA
2712
Mountain Pacific Investment Advisers
Idaho
$693K -$31.2K -90 -5%
CBTWT
2713
Community Bank & Trust (Waco, Texas)
Texas
$692K – – –
MHC
2714
Meyer Handelman Company
New York
$692K +$130K +375 +32%
RIA
2715
RPG Investment Advisory
California
$691K -$87.4K -252 -14%
RT
2716
Rockland Trust
Massachusetts
$690K +$216K +622 +67%
SNWA
2717
Siligmueller & Norvid Wealth Advisors
Illinois
$690K +$538K +1,550 New
EA
2718
Emerald Advisers
Pennsylvania
$689K – – –
FCM
2719
Firestone Capital Management
Florida
$689K +$165K +475 +44%
SHFP
2720
Second Half Financial Partners
Florida
$688K +$55.1K +159 +11%
SCP
2721
Silverleafe Capital Partners
Tennessee
$686K +$25.7K +74 +5%
DWM
2722
Daner Wealth Management
Georgia
$686K +$55.8K +161 +12%
CFGW
2723
Chancellor Financial Group WB
Pennsylvania
$685K -$85K -245 -14%
FLP
2724
Financial Life Planners
Arizona
$684K -$14.2K -41 -3%
AZ
2725
Alpha Zero
Florida
$684K -$16K -46 -3%
107 108
109
110 111