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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3326
Affinity Wealth Management
Delaware
$7.22M -$58K -216 -0.8%
BHWM
3327
Beaird Harris Wealth Management
Texas
$7.22M +$37.6K +140 +0.5%
PGF
3328
Plan Group Financial
Oklahoma
$7.22M +$239K +890 +3%
BCM
3329
Beck Capital Management
Texas
$7.22M +$94.5K +352 +1%
DFS
3330
Dixon Fnancial Services
California
$7.2M -$20.4K -76 -0.3%
AMG
3331
APS Management Group
California
$7.2M +$25.5K +95 +0.4%
UWPG
3332
Ullmann Wealth Partners Group
Florida
$7.19M -$26.8K -100 -0.4%
LWM
3333
Lakeridge Wealth Management
Ohio
$7.19M +$69.3K +258 +1%
DFCM
3334
Dark Forest Capital Management
Puerto Rico
$7.19M +$2.71M +10,084 +62%
HCWM
3335
Hidden Cove Wealth Management
Washington
$7.19M +$272K +1,015 +4%
CIM
3336
Chapman Investment Management
California
$7.19M – – –
GWM
3337
Goldenstone Wealth Management
California
$7.17M +$7.08M +26,371 New
RCM
3338
Regency Capital Management
Hawaii
$7.17M -$31.9K -119 -0.4%
DAM
3339
Deltec Asset Management
New York
$7.16M -$3.49K -13 -0%
CA
3340
Cortland Associates
Missouri
$7.16M -$46.4K -173 -0.7%
SWP
3341
ShoreHaven Wealth Partners
New Jersey
$7.15M +$94K +350 +1%
HWMC
3342
Heritage Wealth Management (California)
California
$7.15M -$552K -2,056 -7%
LRIC
3343
Long Road Investment Counsel
Michigan
$7.15M -$1.36M -5,051 -16%
DWA
3344
Delos Wealth Advisors
Texas
$7.15M +$33.3K +124 +0.5%
SA
3345
Sage Advisors
Colorado
$7.15M -$125K -467 -2%
AWC
3346
Adamsbrown Wealth Consultants
Kansas
$7.14M +$29.5K +110 +0.4%
FFA
3347
Florida Financial Advisors
Florida
$7.14M +$1.9M +7,072 +37%
SWMG
3348
Stillwater Wealth Management Group
Florida
$7.13M -$34.9K -130 -0.5%
CWM
3349
Cahaba Wealth Management
Georgia
$7.13M +$635K +2,366 +10%
FWM
3350
Forefront Wealth Management
Pennsylvania
$7.13M -$96.1K -358 -1%
132 133
134
135 136