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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2251
WoodTrust Financial
Wisconsin
$2.42M +$583K +1,815 +35%
AWG
2252
Altus Wealth Group
Colorado
$2.41M +$61.6K +192 +3%
MW
2253
MBL Wealth
North Carolina
$2.41M -$47.5K -148 -2%
LSIA
2254
LaSalle St. Investment Advisors
Illinois
$2.4M +$88.6K +276 +4%
B
2255
Barings
North Carolina
$2.4M +$25.7K +80 +1%
SWP
2256
Strategic Wealth Partners
Ohio
$2.4M -$146K -454 -6%
WWM
2257
Whalen Wealth Management
Nevada
$2.4M +$957K +2,981 +74%
VWM
2258
Valley Wealth Managers
New Jersey
$2.39M +$101K +314 +5%
PBC
2259
Pavion Blue Capital
California
$2.39M -$12.5K -39 -0.6%
CFO
2260
CVA Family Office
Colorado
$2.38M +$61.6K +192 +3%
ANB
2261
Amarillo National Bank
Texas
$2.37M – – –
EW
2262
Elyxium Wealth
California
$2.37M +$968K +3,016 +78%
FWM
2263
FFT Wealth Management
Pennsylvania
$2.37M +$1.38M +4,298 +158%
S
2264
Storgate
Texas
$2.37M +$1.92M +5,989 +655%
BWP
2265
BSW Wealth Partners
Colorado
$2.36M +$17K +53 +0.8%
IIWM
2266
Investment Insight Wealth Management
New York
$2.36M -$50.1K -156 -2%
NG
2267
Navigation Group
California
$2.36M -$710K -2,210 -24%
PWA
2268
Pitcairn Wealth Advisors
Pennsylvania
$2.35M +$859K +2,675 +64%
EGA
2269
E&G Advisors
Texas
$2.35M -$11.2K -35 -0.5%
MCC
2270
Money Concepts Capital
Florida
$2.34M +$183K +569 +9%
SIM
2271
Stratos Investment Management
Ohio
$2.34M – – –
GAM
2272
Grandview Asset Management
Pennsylvania
$2.34M -$55.5K -173 -2%
BWA
2273
Basecamp Wealth Advisors
Washington
$2.34M -$80.6K -251 -4%
LAI
2274
Legal Advantage Investments
California
$2.33M – – –
IWA
2275
Invera Wealth Advisors
Oregon
$2.33M +$691K +2,151 +46%
89 90
91
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