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Name Holding Trade Value Shares
Change 		Change in
Stake
QFW
701
QTR Family Wealth
Florida
$318K +$239K +897 New
PNFS
702
PW Nova Financial Services
Pennsylvania
$317K +$238K +895 New
MMCM
703
Murphy & Mullick Capital Management
New York
$316K +$3.99K +15 +2%
WA
704
Wealth Architects
California
$311K +$233K +877 New
VNA
705
Valley National Advisers
Pennsylvania
$308K – – –
CFA
706
Capstone Financial Advisors
Illinois
$308K +$231K +870 New
GAM
707
Gotham Asset Management
New York
$308K +$231K +868 New
MFG
708
Midwest Financial Group
Kansas
$306K +$229K +863 New
FL
709
FreeGulliver LLC
Louisiana
$303K +$227K +855 New
SIA
710
Strategic Investment Advisors
Michigan
$302K -$3.19K -12 -1%
FWP
711
Forefront Wealth Partners
Texas
$300K -$148K -557 -40%
SWM
712
Spire Wealth Management
Virginia
$300K -$94.4K -355 -30%
SW
713
SteelPeak Wealth
California
$297K -$338K -1,273 -60%
SWM
714
SHP Wealth Management
Massachusetts
$297K +$58K +218 +35%
GCP
715
GSA Capital Partners
United Kingdom
$297K +$223K +837 New
VWM
716
Vertrix Wealth Management
Michigan
$292K +$219K +823 New
SS
717
STG Securities
New York
$289K +$217K +815 New
RFM
718
Royal Fund Management
Florida
$287K -$9.98M -37,535 -98%
JWM
719
Jeppson Wealth Management
California
$286K +$214K +806 New
VCP
720
Verus Capital Partners
Arizona
$285K +$214K +805 New
AIM
721
Aspen Investment Management
Michigan
$285K +$214K +805 New
CA
722
Carson Advisory
Georgia
$284K +$213K +800 New
CPIG
723
Chicago Partners Investment Group
Illinois
$283K -$221K -833 -45%
VIA
724
Victrix Investment Advisors
Florida
$282K +$212K +796 New
AWA
725
Acorn Wealth Advisors
Michigan
$280K +$210K +790 New
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