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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1876
Pinnacle Wealth Management
California
$1.72M -$884K -2,145 -32%
FFA
1877
Founders Financial Alliance
North Carolina
$1.71M +$120K +292 +7%
MWP
1878
Madison Wealth Partners
Wisconsin
$1.71M +$116K +281 +7%
AL
1879
Aspiriant LLC
California
$1.71M -$119K -288 -6%
MFC
1880
Mechanics Financial Corp
Ohio
$1.71M -$80.3K -195 -4%
MWA
1881
Monograph Wealth Advisors
California
$1.7M -$164K -398 -8%
FVWA
1882
Foster Victor Wealth Advisors
South Carolina
$1.7M +$451K +1,094 +31%
MWM
1883
Moran Wealth Management
Florida
$1.7M +$458K +1,112 +32%
AIM
1884
Aigen Investment Management
New York
$1.7M +$508K +1,233 +37%
B
1885
BetterWealth
California
$1.69M +$32.5K +79 +2%
MBWA
1886
Marin Bay Wealth Advisors
California
$1.69M -$333K -808 -15%
BC
1887
Burney Company
Virginia
$1.69M -$364K -883 -16%
WWMSC
1888
Wagner Wealth Management (South Carolina)
South Carolina
$1.69M +$14K +34 +0.8%
WSFG
1889
Wall Street Financial Group
Illinois
$1.68M -$255K -618 -12%
SC
1890
Shearwater Capital
Colorado
$1.68M +$4.12K +10 +0.2%
CWA
1891
Crux Wealth Advisors
California
$1.68M -$122K -295 -6%
TFIPS
1892
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.68M -$154K -375 -8%
EC
1893
EdgeRock Capital
Colorado
$1.68M -$18.5K -45 -1%
5NPW
1894
55 North Private Wealth
Florida
$1.68M +$364K +883 +24%
VFM
1895
Viking Fund Management
North Dakota
$1.67M – – –
GCP
1896
GSA Capital Partners
United Kingdom
$1.67M -$662K -1,606 -26%
FF
1897
Friday Financial
Iowa
$1.67M +$14K +34 +0.8%
CSB
1898
City State Bank
Iowa
$1.67M +$6.59K +16 +0.4%
MWM
1899
MFG Wealth Management
Indiana
$1.67M -$86.5K -210 -4%
LI
1900
LRI Investments
Florida
$1.67M -$89.8K -218 -5%
74 75
76
77 78