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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2201
Peninsula Wealth
California
$218K +$6.84K +45 +3%
LWM
2202
Lodestone Wealth Management
Washington
$218K -$1.22K -8 -0.6%
WC
2203
Wexford Capital
Florida
$218K -$44.2K -291 -18%
HCM
2204
Howland Capital Management
Massachusetts
$217K – – –
WPA
2205
West Paces Advisors
Georgia
$217K -$15.2K -100 -7%
MFG
2206
Magnus Financial Group
New York
$216K +$200K +1,314 New
WA
2207
WBH Advisory
Maryland
$215K +$199K +1,312 New
EWM
2208
Elevatus Welath Management
New York
$215K -$7.83M -51,516 -98%
PAM
2209
PVG Asset Management
Colorado
$215K -$68.2K -449 -26%
CWM
2210
Centurion Wealth Management
Virginia
$214K +$198K +1,305 New
SEP
2211
Southland Equity Partners
Missouri
$214K +$198K +1,305 New
D
2212
Diversified
Delaware
$214K +$198K +1,302 New
DE
2213
Diversified Enterprises
Delaware
$214K +$198K +1,302 New
FG
2214
Foster Group
Iowa
$213K -$13.2K -87 -6%
BWP
2215
Bernardo Wealth Planning
Pennsylvania
$213K +$207K +1,360 New
RDWM
2216
Red Door Wealth Management
Tennessee
$213K +$197K +1,298 New
OWA
2217
Opal Wealth Advisors
New York
$213K +$8.81K +58 +5%
CFS
2218
CRA Financial Services
New Jersey
$213K +$197K +1,296 New
WTA
2219
Washington Trust Advisors
Massachusetts
$213K -$4.41K -29 -2%
SAM
2220
Sequent Asset Management
Texas
$212K -$59.4K -391 -23%
ASG
2221
Ariston Services Group
California
$212K +$197K +1,295 New
WWM
2222
Waterway Wealth Management
Texas
$212K +$197K +1,295 New
WAM
2223
Weatherly Asset Management
California
$212K +$1.67K +11 +0.9%
NCTC
2224
New Covenant Trust Company
Indiana
$212K +$196K +1,292 New
LJAC
2225
L.J. Altfest & Co
New York
$212K +$196K +1,293 New
87 88
89
90 91