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Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
3301
FSB Premier Wealth Management
Iowa
$469K -$74K -186 -14%
CJ
3302
Caitlin John
Michigan
$469K +$245K +615 +123%
MAM
3303
McLean Asset Management
Virginia
$468K -$41K -103 -6%
SWAG
3304
Spectrum Wealth Advisory Group
California
$468K -$108K -272 -20%
WHC
3305
Wulff, Hansen & Co
California
$468K – – –
MW
3306
Members Wealth
Pennsylvania
$468K +$3.98K +10 +0.9%
RP
3307
Riverwater Partners
Wisconsin
$468K +$125K +314 +39%
LGW
3308
Leslie Global Wealth
Illinois
$467K +$2.78K +7 +0.6%
NF
3309
Napier Financial
Massachusetts
$466K -$27K -68 -6%
VFG
3310
V2 Financial group
Illinois
$466K +$135K +339 +44%
NAMNJ
3311
NorthStar Asset Management (New Jersey)
New Jersey
$465K – – –
WFA
3312
WMG Financial Advisors
Tennessee
$465K -$40.2K -101 -8%
PFA
3313
Pathway Financial Advisors
Vermont
$465K +$15.9K +40 +4%
TFM
3314
TFC Financial Management
Massachusetts
$464K +$11.1K +28 +3%
DF
3315
Downshift Financial
Colorado
$464K – – –
EP
3316
Essential Partners
California
$464K +$95.5K +240 +28%
LEA
3317
Legacy Edge Advisors
New York
$464K -$21.1K -53 -5%
1SB
3318
1ST Source Bank
Indiana
$464K -$1.19K -3 -0.3%
FA
3319
Fullerton Advisors
California
$464K +$4.38K +11 +1%
FFG
3320
Foundry Financial Group
New Hampshire
$464K +$171K +431 +64%
LFA
3321
Lauterbach Financial Advisors
Texas
$463K -$47.3K -119 -10%
BFG
3322
Beto Financial Group
Idaho
$463K +$19.9K +50 +4%
IA
3323
Invested Advisors
Pennsylvania
$463K +$6.36K +16 +1%
UWM
3324
USAdvisors Wealth Management
Minnesota
$462K -$7.16K -18 -2%
DWM
3325
Daner Wealth Management
Georgia
$462K +$3.18K +8 +0.6%
131 132
133
134 135