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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
2451
Private Capital Management (Colorado)
Colorado
$239K -$3.44K -6 -1%
CG
2452
Clarus Group
Texas
$238K +$21.2K +37 +9%
WW
2453
Westshore Wealth
California
$238K – – –
AIA
2454
Alera Investment Advisors
Illinois
$238K +$44.7K +78 +20%
CWA
2455
Consilio Wealth Advisors
Washington
$236K -$6.88K -12 -3%
KPWG
2456
KFA Private Wealth Group
Virginia
$236K +$268K +468 New
W
2457
Wealthquest
Ohio
$235K +$4.59K +8 +2%
ACA
2458
Atlas Capital Advisors
Wyoming
$235K +$25.2K +44 +10%
BFS
2459
Bard Financial Services
Connecticut
$235K -$48.7K -85 -15%
FB
2460
First Bancorp
Maine
$235K – – –
UAM
2461
Unison Asset Management
Florida
$235K – – –
TIA
2462
Traphagen Investment Advisors
New Jersey
$233K +$1.72K +3 +0.7%
OBWG
2463
Onyx Bridge Wealth Group
New York
$233K -$235K -410 -46%
CWM
2464
Chemistry Wealth Management
New York
$231K – – –
SC
2465
Searle & Co
Connecticut
$231K – – –
WFA
2466
Wellspring Financial Advisors
Ohio
$230K +$62.5K +109 +31%
AWM
2467
Aviso Wealth Management
Washington
$230K +$21.8K +38 +9%
CD
2468
Chapin Davis
Maryland
$230K +$28.7K +50 +12%
PWA
2469
Physician Wealth Advisors
Utah
$230K +$27.5K +48 +11%
DFG
2470
Delta Financial Group
New Jersey
$229K +$14.3K +25 +6%
LWA
2471
Lineweaver Wealth Advisors
Ohio
$228K +$1.15K +2 +0.4%
MWP
2472
Meridian Wealth Partners
Pennsylvania
$228K +$1.72K +3 +0.7%
AF
2473
Apollon Financial
South Carolina
$228K +$9.74K +17 +4%
WDL
2474
Well Done LLC
Michigan
$228K -$35K -61 -12%
PWA
2475
Pillar Wealth Advisors
Pennsylvania
$227K – – –
97 98
99
100 101