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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3326
Sagace Wealth Management
Florida
$549K +$49.6K +165 +10%
PA
3327
Persium Advisors
Georgia
$549K +$522K +1,736 New
EBA
3328
Eagle Bay Advisors
New York
$547K -$68.3K -227 -12%
AHL
3329
Abel Hall LLC
Louisiana
$547K +$40K +133 +8%
CWA
3330
CM Wealth Advisors
Ohio
$546K – – –
DA
3331
Drake & Associates
Wisconsin
$544K +$161K +537 +52%
RPCA
3332
Running Point Capital Advisors
California
$542K +$80.6K +268 +19%
SSW
3333
Smith Shellnut Wilson
Mississippi
$541K +$19.2K +64 +4%
CL
3334
CVFG LLC
Indiana
$539K +$512K +1,704 New
JCFM
3335
JBR Co Financial Management
Oklahoma
$538K -$3.01K -10 -0.6%
WIM
3336
WealthPlan Investment Management
Nebraska
$538K -$101K -337 -17%
LGG
3337
Luts & Greenleigh Group
Maryland
$537K +$12.6K +42 +3%
MMH
3338
Menora Mivtachim Holdings
Israel
$537K – – –
MWA
3339
Motive Wealth Advisors
Michigan
$537K +$48.1K +160 +10%
MWM
3340
Mascoma Wealth Management
New Hampshire
$536K +$46.6K +155 +10%
OC
3341
Oarsman Capital
Wisconsin
$536K +$9.62K +32 +2%
JEST
3342
JTC Employer Solutions Trustee
Jersey
$536K – – –
HA
3343
Hofer & Associates
California
$535K – – –
RFN
3344
Redwood Financial Network
Ohio
$535K – – –
CWA
3345
Consilio Wealth Advisors
Washington
$534K +$18K +60 +4%
VI
3346
Versor Investments
New York
$534K +$508K +1,689 New
MKC
3347
M. Kraus & Co
Vermont
$532K -$11.1K -37 -2%
IPW
3348
Intergy Private Wealth
Colorado
$530K +$20.1K +67 +4%
SWM
3349
Seed Wealth Management
Illinois
$529K – – –
SCM
3350
Sollinda Capital Management
Florida
$527K +$502K +1,668 New
132 133
134
135 136