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Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
2401
Adamsbrown Wealth Consultants
Kansas
$961K -$334K -962 -31%
WKWM
2402
Walter & Keenan Wealth Management
Indiana
$961K +$3.81K +11 +0.5%
KW
2403
Keyvantage Wealth
Pennsylvania
$960K -$16K -46 -2%
CT
2404
Chicago Trust
Illinois
$960K -$465K -1,342 -38%
MWM
2405
Moran Wealth Management
Florida
$958K +$307K +884 +70%
SBWIC
2406
Schaper Benz & Wise Investment Counsel
Wisconsin
$958K -$12.1K -35 -2%
CAWM
2407
Capital Advisors Wealth Management
Washington
$958K -$133K -384 -15%
AWA
2408
Aquire Wealth Advisors
Utah
$957K +$2.43K +7 +0.3%
PFA
2409
Professional Financial Advisors
Nebraska
$956K -$35K -101 -4%
BWS
2410
Buck Wealth Strategies
Colorado
$955K +$42K +121 +6%
PFS
2411
Physicians Financial Services
North Carolina
$954K +$15.6K +45 +2%
GSIS
2412
Global Strategic Investment Solutions
Arizona
$954K -$5.9K -17 -0.8%
EWM
2413
Elmwood Wealth Management
California
$953K +$743K +2,143 New
CL
2414
CLG LLC
California
$951K -$91.9K -265 -11%
VIA
2415
Victrix Investment Advisors
Florida
$950K +$86.4K +249 +13%
GWSA
2416
Global Wealth Strategies & Associates
Colorado
$950K +$266K +768 +56%
FA
2417
Fermata Advisors
California
$950K -$49.3K -142 -6%
HWM
2418
HRC Wealth Management
Idaho
$950K – – –
GPW
2419
Gentry Private Wealth
Kansas
$949K -$38.5K -111 -5%
LC
2420
Lincoln Capital
Nebraska
$948K -$245K -705 -24%
FSA
2421
Fort Sheridan Advisors
Illinois
$948K +$15.6K +45 +2%
KCPG
2422
Kavar Capital Partners Group
Kansas
$946K – – –
CCM
2423
Canal Capital Management
Virginia
$945K -$125K -361 -15%
FRM
2424
Fox Run Management
Connecticut
$944K +$736K +2,123 New
KCP
2425
Kera Capital Partners
California
$944K +$428K +1,233 +139%
95 96
97
98 99