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Name Holding Trade Value Shares
Change 		Change in
Stake
FW
3226
FullCircle Wealth
Texas
$6.21M +$69.7K +312 +1%
AA
3227
Addison Advisors
Vermont
$6.2M -$474K -2,121 -7%
TFA
3228
Trinity Financial Advisors
Ohio
$6.2M -$132K -590 -2%
PCMH
3229
Polymer Capital Management (HK)
Hong Kong
$6.19M -$24.2M -108,441 -80%
VAF
3230
Values Added Financial
District of Columbia
$6.19M +$19.4K +87 +0.3%
CCP
3231
Clarity Capital Partners
California
$6.19M -$438K -1,960 -7%
NWM
3232
Napa Wealth Management
California
$6.18M +$4.49M +20,092 +313%
ECM
3233
Exchange Capital Management
Michigan
$6.16M -$293K -1,311 -5%
CWM
3234
Collaborative Wealth Management
Florida
$6.16M -$16.1K -72 -0.3%
SP
3235
Saranac Partners
$6.15M +$1.74M +7,798 +42%
LCWP
3236
Legacy Capital Wealth Partners
Arkansas
$6.14M +$101K +453 +2%
LJCM
3237
Lee Johnson Capital Management
Texas
$6.14M +$3.98M +17,835 +210%
TWM
3238
Triton Wealth Management
Arizona
$6.13M +$117K +523 +2%
PWM
3239
Prosperity Wealth Management
California
$6.13M +$69K +309 +1%
DF
3240
Dunhill Financial
United Kingdom
$6.13M +$754K +3,376 +15%
SFC
3241
Swisher Financial Concepts
Ohio
$6.11M +$6.08M +27,220 New
AAP
3242
Ardsley Advisory Partners
Connecticut
$6.1M +$603K +2,700 +11%
HCM
3243
Hengehold Capital Management
Ohio
$6.1M +$169K +757 +3%
AWM
3244
Affinity Wealth Management
Delaware
$6.1M -$58.1K -260 -1%
QP
3245
Quartz Partners
New York
$6.1M +$5.84M +26,159 New
AAM
3246
Austin Asset Management
Texas
$6.09M +$48K +215 +0.8%
MW
3247
Maia Wealth
Colorado
$6.09M +$1.04M +4,642 +21%
BCFS
3248
Butensky & Cohen Financial Security
Florida
$6.08M -$220K -985 -4%
W
3249
WPWealth
Texas
$6.08M +$267K +1,197 +5%
BAM
3250
Bosun Asset Management
Illinois
$6.07M -$157K -705 -3%
128 129
130
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