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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2051
Aprio Wealth Management
Georgia
$2.8M +$116K +336 +4%
SWM
2052
Sculati Wealth Management
Michigan
$2.8M -$34.3K -99 -1%
LA
2053
LM Advisors
California
$2.8M -$2.42K -7 -0.1%
SFPG
2054
Stonebridge Financial Planning Group
Florida
$2.78M -$87.2K -252 -3%
PFGIA
2055
Patriot Financial Group Insurance Agency
Massachusetts
$2.78M -$2.2M -6,351 -44%
CWM
2056
Compass Wealth Management
Connecticut
$2.78M -$156K -450 -5%
NGA
2057
Naples Global Advisors
Florida
$2.78M +$491K +1,418 +21%
EWM
2058
EPG Wealth Management
Georgia
$2.78M +$237K +685 +9%
LAM
2059
L2 Asset Management
Massachusetts
$2.77M +$142K +411 +5%
SP
2060
Stonebrook Private
Michigan
$2.76M -$106K -305 -4%
AWM
2061
Accurate Wealth Management
Florida
$2.76M -$2.46M -7,101 -47%
FPL
2062
Fortress Private Ledger
North Carolina
$2.76M +$31.1K +90 +1%
OFS
2063
Orrstown Financial Services
Pennsylvania
$2.76M -$7.61K -22 -0.3%
FPWM
2064
FSB Premier Wealth Management
Iowa
$2.75M +$93.1K +269 +3%
WWM
2065
WT Wealth Management
Arizona
$2.74M +$179K +517 +7%
BLAM
2066
Bourne Lent Asset Management
New York
$2.74M – – –
CP
2067
Canopy Partners
Ohio
$2.74M +$78.2K +226 +3%
BAM
2068
Byrne Asset Management
New Jersey
$2.74M -$26.3K -76 -0.9%
IIC
2069
Ironwood Investment Counsel
Arizona
$2.73M -$4.5K -13 -0.2%
UAG
2070
United Advisor Group
Ohio
$2.73M +$589K +1,702 +27%
CGFA
2071
Colton Groome Financial Advisors
North Carolina
$2.73M +$114K +328 +4%
AWC
2072
Abundance Wealth Counselors
Pennsylvania
$2.73M -$125K -362 -4%
LA
2073
Lynch & Associates
Indiana
$2.72M -$31.8K -92 -1%
CC
2074
Cypress Capital
Tennessee
$2.72M -$757K -2,186 -22%
PCA
2075
Purkiss Capital Advisors
Connecticut
$2.72M +$45.7K +132 +2%
81 82
83
84 85