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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIG
1751
Strategic Wealth Investment Group
Kentucky
$2.03M +$1.33M +3,837 +534%
LI
1752
LifeWealth Investments
Florida
$2.02M -$15.3K -44 -1%
FOR
1753
Family Office Research
Maryland
$2.02M +$1.28M +3,682 +430%
FMP
1754
Financial Management Professionals
Texas
$2.01M -$33.6K -97 -2%
B
1755
BetterWealth
California
$2.01M +$351K +1,013 +29%
SC
1756
Shearwater Capital
Colorado
$2.01M – – –
TA
1757
TrueWealth Advisors
Alabama
$2.01M +$155K +448 +11%
BCM
1758
Becker Capital Management
Oregon
$2M +$34.7K +100 +2%
SL
1759
Summitry LLC
California
$2M +$467K +1,346 +43%
CFG
1760
Carter Financial Group
Illinois
$2M -$43.7K -126 -3%
QCIG
1761
Quad-Cities Investment Group
Iowa
$2M -$40.9K -118 -3%
WI
1762
WBI Investments
New Jersey
$1.99M +$1.07M +3,097 +223%
MWM
1763
Mindset Wealth Management
Indiana
$1.99M +$82.2K +237 +6%
IF
1764
Intrua Financial
Texas
$1.99M +$651K +1,876 +72%
WWG
1765
West Wealth Group
California
$1.99M -$477K -1,376 -23%
4WM
1766
4J Wealth Management
Virginia
$1.99M – – –
SAM
1767
SP Asset Management
California
$1.99M +$79.4K +229 +5%
CW
1768
Channel Wealth
California
$1.97M -$78.7K -227 -5%
RIM
1769
Rockbridge Investment Management
New York
$1.97M -$62.1K -179 -4%
PIMG
1770
Patriot Investment Management Group
Tennessee
$1.97M -$30.9K -89 -2%
CWG
1771
Crown Wealth Group
North Carolina
$1.97M +$213K +614 +16%
TFIPS
1772
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.97M +$414K +1,195 +37%
AF
1773
Arrow Financial
New York
$1.97M +$694 +2 +0%
CWA
1774
Crux Wealth Advisors
California
$1.96M +$194K +559 +14%
RWP
1775
Ridgecrest Wealth Partners
California
$1.96M -$165K -475 -10%
69 70
71
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