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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1401
Marathon Wealth Advisors
Massachusetts
$3.69M +$23.5K +59 +0.7%
IIL
1402
Income Insurance Ltd
$3.69M +$63.6K +160 +2%
HP
1403
Hilltop Partners
Indiana
$3.67M +$350K +880 +11%
SFG
1404
Synergy Financial Group
California
$3.64M -$717K -1,803 -17%
OL
1405
Optas LLC
Texas
$3.64M +$122K +307 +4%
PJWM
1406
Philip James Wealth Mangement
Georgia
$3.64M +$77.6K +195 +2%
AW
1407
Alchemi Wealth
Connecticut
$3.63M -$226K -568 -6%
CWWM
1408
Clear Wave Wealth Management
New Jersey
$3.63M +$4.38K +11 +0.1%
SF
1409
Seek First
California
$3.62M -$70.4K -177 -2%
FA
1410
Fiduciary Alliance
South Carolina
$3.61M -$8.59M -21,609 -72%
NRI
1411
NFP Retirement Inc
California
$3.61M +$474K +1,192 +16%
CWS
1412
Confluence Wealth Services
Pennsylvania
$3.61M +$1.67M +4,206 +96%
PSF
1413
Pacific Sun Financial
California
$3.58M +$24.7K +62 +0.7%
OAM
1414
Occidental Asset Management
California
$3.57M +$122K +307 +4%
TPWA
1415
Twin Peaks Wealth Advisors
California
$3.56M +$317K +797 +10%
NHT
1416
New Hampshire Trust
New Hampshire
$3.56M -$193K -485 -5%
FFA
1417
First Foundation Advisors
California
$3.55M +$269K +677 +9%
TC
1418
TFR Capital
Texas
$3.55M -$152K -383 -4%
VGDSS
1419
VUB Generali dochodkova spravcovska spolocnost
$3.54M – – –
GI
1420
Gradient Investments
Minnesota
$3.53M +$80.3K +202 +2%
MFA
1421
Morling Financial Advisors
California
$3.53M -$1.99K -5 -0.1%
SCM
1422
Silvant Capital Management
Georgia
$3.51M -$272K -683 -8%
AOWM
1423
Asset One Wealth Management
Washington
$3.51M +$150K +376 +4%
PWP
1424
Private Wealth Partners
California
$3.49M -$198K -498 -6%
CWM
1425
Centric Wealth Management
Illinois
$3.48M – – –
55 56
57
58 59