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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1601
Physician Wealth Advisors
Utah
$209K +$182K +1,234 New
CWP
1602
Capital Wealth Planning
Florida
$208K -$63.4K -430 -22%
NAS
1603
Nicolet Advisory Services
Wisconsin
$208K -$27.1K -184 -11%
BCM
1604
Bluefin Capital Management
New York
$208K – – –
GWA
1605
Gibson Wealth Advisors
Texas
$208K – – –
PP
1606
PDS Planning
Ohio
$208K +$4.42K +30 +2%
ACG
1607
Allen Capital Group
Nebraska
$208K +$17.3K +117 +8%
MCM
1608
MV Capital Management
Maryland
$208K +$47.1K +319 +27%
SWA
1609
Sutton Wealth Advisors
Florida
$208K +$2.51K +17 +1%
APWM
1610
Atlas Private Wealth Management
New York
$207K -$32.5K -220 -13%
CWS
1611
Cypress Wealth Services
California
$206K -$24.5K -166 -10%
BWL
1612
Bogart Wealth LLC
Virginia
$206K +$83.5K +566 +60%
MC
1613
Miramar Capital
Illinois
$205K -$15.9K -108 -7%
CWA
1614
Clarus Wealth Advisors
Arizona
$205K – – –
CNWM
1615
Clay Northam Wealth Management
California
$205K – – –
PCC
1616
Park Circle Company
Maryland
$205K – – –
TIM
1617
Total Investment Management
Arizona
$205K – – –
MPW
1618
Monterey Private Wealth
California
$205K +$11.9K +81 +6%
TA
1619
Trellis Advisors
Washington
$205K +$18.4K +125 +9%
ERIC
1620
Eagle Rock Investment Company
Georgia
$205K +$221K +1,500 New
CI
1621
CX Institutional
Indiana
$205K +$221K +1,501 New
BC
1622
Bridgefront Capital
Texas
$205K +$222K +1,503 New
SW
1623
SkyOak Wealth
Michigan
$204K -$103K -700 -32%
GLLW
1624
Graves Light Lenhart Wealth
Virginia
$204K – – –
PCM
1625
Pointe Capital Management
Michigan
$204K – – –
63 64
65
66 67