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Name Holding Trade Value Shares
Change 		Change in
Stake
LP
701
LMR Partners
United Kingdom
$327K -$553K -2,079 -69%
BLC
702
Brown, Lisle/Cummings
Rhode Island
$327K +$1.33K +5 +0.5%
WAP
703
Wealthcare Advisory Partners
Pennsylvania
$326K +$244K +919 New
GWM
704
GoalFusion Wealth Management
Texas
$321K +$241K +905 New
TCM
705
TABR Capital Management
California
$319K +$239K +900 New
QFW
706
QTR Family Wealth
Florida
$318K +$239K +897 New
PNFS
707
PW Nova Financial Services
Pennsylvania
$317K +$238K +895 New
MMCM
708
Murphy & Mullick Capital Management
New York
$316K +$3.99K +15 +2%
WA
709
Wealth Architects
California
$311K +$233K +877 New
VNA
710
Valley National Advisers
Pennsylvania
$308K – – –
CFA
711
Capstone Financial Advisors
Illinois
$308K +$231K +870 New
GAM
712
Gotham Asset Management
New York
$308K +$231K +868 New
MFG
713
Midwest Financial Group
Kansas
$306K +$229K +863 New
FL
714
FreeGulliver LLC
Louisiana
$303K +$227K +855 New
SIA
715
Strategic Investment Advisors
Michigan
$302K -$3.19K -12 -1%
FWP
716
Forefront Wealth Partners
Texas
$300K -$148K -557 -40%
SWM
717
Spire Wealth Management
Virginia
$300K -$94.4K -355 -30%
SW
718
SteelPeak Wealth
California
$297K -$338K -1,273 -60%
SWM
719
SHP Wealth Management
Massachusetts
$297K +$58K +218 +35%
GCP
720
GSA Capital Partners
United Kingdom
$297K +$223K +837 New
VWM
721
Vertrix Wealth Management
Michigan
$292K +$219K +823 New
SS
722
STG Securities
New York
$289K +$217K +815 New
RFM
723
Royal Fund Management
Florida
$287K -$9.98M -37,535 -98%
JWM
724
Jeppson Wealth Management
California
$286K +$214K +806 New
VCP
725
Verus Capital Partners
Arizona
$285K +$214K +805 New
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