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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
901
LongView Wealth Management
Georgia
$276K – – –
GWA
902
Gratus Wealth Advisors
Virginia
$274K – – –
SWM
903
Spire Wealth Management
Virginia
$273K -$8.78K -3 -3%
WPWM
904
Western Pacific Wealth Management
Illinois
$273K – – –
AFG
905
Atomi Financial Group
New York
$273K +$14.6K +5 +6%
CA
906
Commerzbank Aktiengesellschaft
Germany
$270K +$14.6K +5 +6%
WAG
907
Wallace Advisory Group
California
$270K +$266K +91 New
CCA
908
Childress Capital Advisors
Texas
$270K -$14.6K -5 -5%
AWA
909
Aaron Wealth Advisors
Illinois
$270K +$26.3K +9 +11%
IWA
910
IVC Wealth Advisors
Pennsylvania
$270K +$29.3K +10 +12%
PWM
911
Perigon Wealth Management
California
$267K -$58.5K -20 -18%
WPP
912
Whalerock Point Partners
Rhode Island
$264K – – –
OTL
913
Oak Thistle LLC
New York
$261K -$61.5K -21 -19%
QC
914
Quent Capital
New York
$261K – – –
C
915
Covestor
United Kingdom
$260K +$111K +38 +78%
DWM
916
Drive Wealth Management
Utah
$258K +$17.6K +6 +7%
AWM
917
Angeles Wealth Management
California
$258K +$255K +87 New
SP
918
Successful Portfolios
Florida
$255K -$87.8K -30 -26%
M
919
MOTCO
Texas
$255K -$55.6K -19 -18%
PIA
920
Perennial Investment Advisors
California
$255K -$5.86K -2 -2%
TPI
921
Trust Point Inc
Wisconsin
$255K -$5.86K -2 -2%
CIA
922
Capital Investment Advisors
Georgia
$253K +$2.93K +1 +1%
PWPS
923
Pinnacle Wealth Planning Services
Ohio
$252K – – –
SFS
924
Security Financial Services
Indiana
$252K – – –
IFWM
925
Institute for Wealth Management
Colorado
$250K +$246K +84 New
35 36
37
38 39