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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1026
Westside Investment Management
California
$3.11K – – –
SC
1027
SouthState Corp
Florida
$3.11K +$794 +7 +30%
MFP
1028
Meramec Financial Planners
Missouri
$2.96K – – –
OWP
1029
ORG Wealth Partners
Texas
$2.8K -$14.3K -126 -82%
MCA
1030
McGuire Capital Advisors
Oklahoma
$2.8K -$8.39K -74 -73%
PP
1031
Pacifica Partners
Canada
$2.8K – – –
KG
1032
Kilter Group
New York
$2.59K +$2.83K +25 New
PWA
1033
Physician Wealth Advisors
Utah
$2.49K -$1.25K -11 -31%
RWM
1034
Raffa Wealth Management
District of Columbia
$2.38K +$113 +1 +5%
SWP
1035
Strategic Wealth Partners
Ohio
$2.28K – – –
WA
1036
Whipplewood Advisors
Colorado
$2.28K +$2.49K +22 New
CH
1037
Cromwell Holdings
Wyoming
$2.18K -$30.2K -266 -93%
ACM
1038
Anfield Capital Management
California
$2.18K -$6.35K -56 -73%
SIM
1039
Synergy Investment Management
Florida
$2.07K +$2.27K +20 New
MWA
1040
Merkkuri Wealth Advisors
New York
$2.07K +$2.27K +20 New
FNWA
1041
Financial Network Wealth Advisors
Utah
$1.97K +$2.15K +19 New
BWA
1042
Basecamp Wealth Advisors
Washington
$1.86K -$794 -7 -28%
BFS
1043
Bare Financial Services
Pennsylvania
$1.86K +$794 +7 +64%
BHWM
1044
Bay Harbor Wealth Management
Maryland
$1.86K +$1.36K +12 +200%
WAS
1045
Winch Advisory Services
Wisconsin
$1.77K – – –
DWA
1046
Delos Wealth Advisors
Texas
$1.76K – – –
BH
1047
Burk Holdings
Oklahoma
$1.66K +$1.81K +16 New
SVCP
1048
Silicon Valley Capital Partners
California
$1.57K +$1.7K +15 New
HWA
1049
Heritage Wealth Advisors
Virginia
$1.55K +$1.7K +15 New
VERPA
1050
Virginia Estate & Retirement Planning Advisors
Virginia
$1.55K +$1.7K +15 New
40 41
42
43 44