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Name Holding Trade Value Shares
Change 		Change in
Stake
GCWM
5476
Graham Capital Wealth Management
District of Columbia
$967K +$26.3K +101 +3%
WP
5477
Walleye Partners
Wisconsin
$967K +$339K +1,302 +52%
AFA
5478
Alpha Financial Advisors
North Carolina
$955K -$25.8K -99 -3%
CFS
5479
Coordinated Financial Services
Colorado
$950K -$20.8K -80 -2%
MFG
5480
Mustico Financial Group
New York
$950K +$158K +606 +21%
GG
5481
Gleason Group
Kentucky
$949K +$1.04K +4 +0.1%
CLP
5482
Charis Legacy Partners
Texas
$949K -$29.4K -113 -3%
NA
5483
Nottingham Advisors
New York
$949K – – –
ACM
5484
Absolute Capital Management
Pennsylvania
$947K +$140K +537 +17%
PA
5485
ProCore Advisors
California
$946K -$1.08M -4,154 -53%
CSW
5486
Cogent Strategic Wealth
Illinois
$946K +$344K +1,321 +55%
FF
5487
Formulate Financial
Florida
$945K – – –
EWP
5488
Equity Wealth Partners
Missouri
$944K -$21.1K -81 -2%
TDWM
5489
Topel & Distasi Wealth Management
California
$943K -$84.8K -326 -8%
CHWM
5490
Cauble & Harre Wealth Management
Missouri
$943K -$21.1K -81 -2%
OQS
5491
Occudo Quantitative Strategies
Florida
$940K -$6.82M -26,204 -88%
CW
5492
Cooksen Wealth
Texas
$938K – – –
LL
5493
LPWM LLC
Minnesota
$935K -$61.7K -237 -6%
SWIA
5494
Solano Wealth Investment Advisors
California
$935K – – –
WH
5495
Whitcomb & Hess
Ohio
$933K – – –
ICM
5496
Ionic Capital Management
New York
$931K -$51.5K -198 -5%
SCI
5497
Silver Coast Investments
United States
$926K -$17.2K -66 -2%
GWA
5498
Gutierrez Wealth Advisory
Arkansas
$924K -$145K -558 -13%
PWM
5499
Peterson Wealth Management
Nevada
$923K +$324K +1,245 +52%
DCM
5500
Delaney Capital Management
$923K -$93.7K -360 -9%
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