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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1401
Certified Advisory Corp
Florida
$3.4M -$126K -363 -5%
ML
1402
McAdam LLC
Pennsylvania
$3.39M +$29.5K +85 +1%
CH
1403
Cromwell Holdings
Wyoming
$3.39M +$233K +673 +10%
TC
1404
Touchstone Capital
Pennsylvania
$3.38M +$2.63M +7,592 New
OL
1405
OneFund LLC
Florida
$3.37M +$90.2K +260 +4%
RW
1406
RVW Wealth
California
$3.37M +$16.6K +48 +0.6%
PPWM
1407
Paragon Private Wealth Management
Kentucky
$3.37M +$485K +1,399 +23%
GA
1408
Guerra Advisors
Florida
$3.36M +$444K +1,280 +20%
FP
1409
Fiduciary Planning
Florida
$3.36M +$296K +853 +13%
VP
1410
Verum Partners
North Carolina
$3.35M +$52.7K +152 +2%
IWS
1411
Integrity Wealth Solutions
Colorado
$3.35M -$225K -650 -8%
PPWM
1412
PFG Private Wealth Management
Florida
$3.35M +$2.61M +7,529 New
VWM
1413
Vigilare Wealth Management
Arizona
$3.34M -$16.3K -47 -0.6%
CPRC
1414
Consolidated Portfolio Review Corp
New York
$3.33M +$49.9K +144 +2%
TFM
1415
TFC Financial Management
Massachusetts
$3.32M -$162K -468 -6%
TA
1416
Tactive Advisors
Florida
$3.32M -$370K -1,068 -13%
WE
1417
Wealth Effects
Massachusetts
$3.32M +$166K +480 +7%
WGC
1418
Watts Gwilliam & Co
Arizona
$3.31M – – –
FCM
1419
Fieldview Capital Management
Michigan
$3.3M +$2.58M +7,427 New
OAM
1420
Occidental Asset Management
California
$3.3M +$274K +791 +12%
PL
1421
Perpetual Ltd
Australia
$3.29M +$930K +2,682 +57%
RAM
1422
Robocap Asset Management
United Kingdom
$3.28M -$25.3K -73 -1%
BIG
1423
Brookwood Investment Group
Arizona
$3.28M -$2.46M -7,096 -49%
WPW
1424
Waldron Private Wealth
Pennsylvania
$3.27M +$644K +1,856 +34%
GFG
1425
Goldstone Financial Group
Illinois
$3.26M +$25.3K +73 +1%
55 56
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