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Name Holding Trade Value Shares
Change 		Change in
Stake
GWWM
1901
Great Waters Wealth Management
Minnesota
$1.66M +$4.12K +10 +0.2%
MWM
1902
Marietta Wealth Management
Georgia
$1.66M +$167K +406 +10%
BWM
1903
Bosman Wealth Management
California
$1.65M +$142K +344 +8%
CMTU
1904
Capital Markets Trading (UK)
United Kingdom
$1.65M -$2.12M -5,147 -54%
JC
1905
Jacobs & Co
California
$1.65M -$61.8K -150 -3%
KFAS
1906
Keating Financial Advisory Services
Kansas
$1.65M -$71.3K -173 -4%
RIS
1907
Richmond Investment Services
Wisconsin
$1.65M +$11.1K +27 +0.6%
RWA
1908
Rooted Wealth Advisors
Illinois
$1.65M +$164K +399 +10%
4WM
1909
4J Wealth Management
Virginia
$1.65M – – –
PCWA
1910
Pacific Capital Wealth Advisors
California
$1.65M +$138K +335 +8%
TA
1911
TrueWealth Advisors
Alabama
$1.64M +$109K +265 +6%
LFS
1912
Legacy Financial Strategies
Kansas
$1.64M +$72.5K +176 +4%
APW
1913
Aventura Private Wealth
Florida
$1.64M +$134K +326 +8%
GA
1914
Greenspring Advisors
Maryland
$1.64M +$65.9K +160 +4%
WCP
1915
Wick Capital Partners
Pennsylvania
$1.64M +$15.2K +37 +0.8%
BF
1916
Baring Financial
Washington
$1.64M -$42.8K -104 -2%
SMA
1917
Seven Mile Advisory
New Jersey
$1.63M -$109K -264 -6%
FH
1918
FWG Holdings
Florida
$1.63M -$47.4K -115 -2%
TDB
1919
Thompson David Blair
$1.63M -$1.84M -4,455 -50%
CWS
1920
Confluence Wealth Services
Pennsylvania
$1.63M -$16.1K -39 -0.9%
AG
1921
AmeriFlex Group
Nevada
$1.62M -$255K -620 -12%
FPCP
1922
Fort Point Capital Partners
California
$1.62M +$86.1K +209 +5%
UWP
1923
Uniting Wealth Partners
Kansas
$1.62M +$213K +518 +13%
IF
1924
Intrua Financial
Texas
$1.62M +$202K +490 +13%
TAP
1925
TSG Advice Partners
Ohio
$1.62M +$442K +1,072 +33%
75 76
77
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