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Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
3301
American Institute for Advanced Investment Management
Arizona
$415K +$34.2K +83 +8%
LAS
3302
LWM Advisory Services
Florida
$415K -$172K -417 -27%
AWM
3303
Able Wealth Management
New Jersey
$415K -$8.24K -20 -2%
AWM
3304
Altus Wealth Management
Kentucky
$414K +$101K +244 +28%
DF
3305
Downshift Financial
Colorado
$414K +$455K +1,104 New
RIM
3306
Reliant Investment Management
Tennessee
$414K -$4.12K -10 -0.9%
BHWM
3307
Bay Harbor Wealth Management
Maryland
$414K +$4.53K +11 +1%
WHC
3308
Wulff, Hansen & Co
California
$413K +$33.8K +82 +8%
BWG
3309
Berry Wealth Group
Texas
$412K – – –
PFA
3310
Pathway Financial Advisors
Vermont
$411K – – –
GCP
3311
Guardian Capital (Pennsylvania)
Pennsylvania
$411K -$247K -600 -35%
NAMNJ
3312
NorthStar Asset Management (New Jersey)
New Jersey
$411K – – –
1SB
3313
1ST Source Bank
Indiana
$411K +$79.5K +193 +21%
SWM
3314
Stockman Wealth Management
Montana
$410K -$13.2K -32 -3%
FC
3315
FORA Capital
Florida
$410K +$455K +1,104 New
EWM
3316
Elevation Wealth Management
Minnesota
$410K +$149K +362 +49%
LGW
3317
Leslie Global Wealth
Illinois
$410K -$70.9K -172 -13%
MWM
3318
Mascagni Wealth Management
Mississippi
$410K +$2.06K +5 +0.5%
ZC
3319
Zeit Capital
Colorado
$410K +$12.4K +30 +3%
EWS
3320
Eagle Wealth Strategies
New Jersey
$409K – – –
TWM
3321
Thryve Wealth Management
Texas
$408K -$2.23M -5,422 -83%
AWP
3322
Ascent Wealth Partners
New York
$407K -$1.5M -3,638 -77%
FI
3323
FWG Investments
Kentucky
$406K -$25.1K -61 -5%
FA
3324
Fullerton Advisors
California
$406K +$1.24K +3 +0.3%
IMT
3325
Investment Management Trust
Massachusetts
$406K +$450K +1,092 New
131 132
133
134 135