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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1751
Gibbs Wealth Management
Georgia
$1.83M +$479K +1,490 +49%
SC
1752
Shearwater Capital
Colorado
$1.83M – – –
RWP
1753
Ridgecrest Wealth Partners
California
$1.83M -$318K -988 -18%
MWM
1754
Moran Wealth Management
Florida
$1.81M +$1.45M +4,492 New
BW
1755
BIP Wealth
Georgia
$1.81M -$308K -958 -18%
HWM
1756
Howard Wealth Management
Connecticut
$1.81M +$965 +3 +0.1%
DKCM
1757
Davidson Kahn Capital Management
California
$1.81M +$1.44M +4,488 New
CWM
1758
Centurion Wealth Management
Virginia
$1.81M -$14.8K -46 -1%
GA
1759
Guerra Advisors
Florida
$1.81M +$1.44M +4,474 New
EI
1760
Ellevest Inc
New York
$1.8M -$137K -427 -9%
CH
1761
Canton Hathaway
Rhode Island
$1.8M -$74K -230 -5%
SFS
1762
Searcy Financial Services
Kansas
$1.8M +$8.04K +25 +0.6%
MWA
1763
Motive Wealth Advisors
Michigan
$1.8M +$85.9K +267 +6%
MFG
1764
Menard Financial Group
Texas
$1.8M +$459K +1,427 +47%
HWAM
1765
Hennion & Walsh Asset Management
New Jersey
$1.79M +$88.2K +274 +7%
KCM
1766
Kornitzer Capital Management
Kansas
$1.79M +$437K +1,358 +44%
MWA
1767
Monograph Wealth Advisors
California
$1.78M +$135K +421 +11%
MWP
1768
Madison Wealth Partners
Wisconsin
$1.78M -$235K -729 -14%
AIP
1769
ARS Investment Partners
New York
$1.77M +$766K +2,380 +118%
SPC
1770
Spirepoint Private Client
Florida
$1.77M -$27K -84 -2%
ARG
1771
Advisory Resource Group
Oklahoma
$1.76M +$34.7K +108 +3%
GWP
1772
Gateway Wealth Partners
Wisconsin
$1.75M +$14.2K +44 +1%
CBT
1773
Central Bank & Trust
Kentucky
$1.75M – – –
CQWA
1774
Chokshi & Queen Wealth Advisors
California
$1.75M +$1.39M +4,324 New
GWWM
1775
Great Waters Wealth Management
Minnesota
$1.74M +$251K +780 +22%
69 70
71
72 73