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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1926
West Michigan Advisors
Michigan
$777K -$139K -410 -15%
TWP
1927
Tempus Wealth Planning
California
$777K +$445K +1,314 +126%
AA
1928
Acorns Advisers
California
$776K +$148K +437 +23%
CWA
1929
Consilium Wealth Advisory
Texas
$775K – – –
RWS
1930
Resolute Wealth Strategies
Mississippi
$774K -$38K -112 -5%
VCM
1931
Vivaldi Capital Management
Illinois
$772K -$7.46K -22 -0.9%
JGIA
1932
Jackson Grant Investment Advisers
Connecticut
$772K -$43.7K -129 -5%
CIP
1933
Convergence Investment Partners
Florida
$772K -$13.2K -39 -2%
MWA
1934
Medallion Wealth Advisors
Connecticut
$772K +$22.7K +67 +3%
CIM
1935
CIM Investment Management
Pennsylvania
$768K – – –
LFA
1936
Legacy Financial Advisors
Kentucky
$766K -$412K -1,215 -34%
TP
1937
TritonPoint Partners
Maryland
$766K +$787K +2,321 New
NI
1938
Natural Investments
California
$766K -$59K -174 -7%
PPC
1939
Park Place Capital
Alabama
$765K -$96.6K -285 -11%
QWM
1940
Quadcap Wealth Management
Texas
$765K -$95.9K -283 -11%
SFG
1941
Sovereign Financial Group
Connecticut
$765K +$24.4K +72 +3%
DA
1942
Doliver Advisors
Texas
$764K -$517K -1,527 -40%
SIM
1943
Sentry Investment Management
Wisconsin
$764K – – –
BIA
1944
Bigelow Investment Advisors
Maine
$761K -$3.73K -11 -0.5%
AAG
1945
Armstrong Advisory Group
Massachusetts
$760K +$2.37K +7 +0.3%
WWM
1946
Walser Wealth Management
Florida
$760K +$780K +2,301 New
CWA
1947
Cornerstone Wealth Advisors
Minnesota
$759K – – –
OFO
1948
OneAscent Family Office
Alabama
$759K -$8.47K -25 -1%
CPM
1949
Connective Portfolio Management
New York
$759K – – –
SP
1950
Stonebrook Private
Michigan
$759K -$1.34M -3,956 -63%
76 77
78
79 80