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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1601
DDD Partners
Washington
$2.89M -$117K -265 -4%
UAML
1602
US Asset Management LLC
Pennsylvania
$2.88M -$25.3K -57 -0.9%
SGWP
1603
Sun Group Wealth Partners
California
$2.88M +$2.84M +6,405 New
HEM
1604
Henson-Edgewater Management
Ohio
$2.88M +$2.84M +6,402 New
AIIMS
1605
Analyst IMS Investment Management Services
Israel
$2.88M -$662K -1,494 -19%
PHWM
1606
Palatine Hill Wealth Management
Michigan
$2.88M +$2.83M +6,395 New
TFA
1607
Toth Financial Advisory
Virginia
$2.87M +$5.76K +13 +0.2%
TCM
1608
TABR Capital Management
California
$2.87M +$250K +564 +10%
PWM
1609
Purus Wealth Management
California
$2.86M – – –
CIM
1610
Corda Investment Management
Texas
$2.86M +$200K +452 +8%
MWM
1611
MorganRosel Wealth Management
Colorado
$2.86M +$443K +1,000 +19%
MW
1612
Maia Wealth
Colorado
$2.86M +$166K +374 +6%
HA
1613
Huntleigh Advisors
Missouri
$2.86M +$15.1K +34 +0.5%
CCWM
1614
Cassaday & Co Wealth Management
Virginia
$2.85M -$2.29M -5,176 -45%
SSWM
1615
Strait & Sound Wealth Management
California
$2.85M -$17.3K -39 -0.6%
MJFG
1616
Mars Jewett Financial Group
Washington
$2.85M +$2.95M +6,659 New
ANTB
1617
AMG National Trust Bank
Colorado
$2.85M +$119K +268 +4%
OWMIAS
1618
One Wealth Management Investment & Advisory Services
Florida
$2.85M +$131K +296 +5%
XWL
1619
XXI Wealth LLC
Illinois
$2.84M +$2.8M +6,321 New
PWS
1620
Proactive Wealth Strategies
Georgia
$2.84M +$188K +424 +7%
WB
1621
Webster Bank
Connecticut
$2.83M -$128K -288 -4%
PMG
1622
ProVise Management Group
Florida
$2.83M +$381K +860 +16%
QPW
1623
Quantum Private Wealth
Florida
$2.83M +$420K +948 +18%
AIM
1624
Advyzon Investment Management
Illinois
$2.82M +$506K +1,142 +22%
BLAM
1625
Bourne Lent Asset Management
New York
$2.82M – – –
63 64
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66 67