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Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1876
Veracity Capital
Georgia
$274K +$7.07K +62 +3%
WCM
1877
Wedge Capital Management
North Carolina
$274K -$7.76K -68 -3%
MMG
1878
Monetary Management Group
Missouri
$274K -$39.9K -350 -14%
LA
1879
Latitude Advisors
Florida
$274K -$21.2K -186 -8%
KWMG
1880
King Wealth Management Group
Florida
$273K – – –
HCM
1881
Hengehold Capital Management
Ohio
$273K -$1.25K -11 -0.5%
CBA
1882
Coastal Bridge Advisors
Connecticut
$273K +$228 +2 +0.1%
SWA
1883
Strata Wealth Advisors
Texas
$272K +$244K +2,136 New
FFA
1884
Florida Financial Advisors
Florida
$271K -$21.8K -191 -8%
TLP
1885
Trinity Legacy Partners
Texas
$271K -$570 -5 -0.2%
SFO
1886
Stokes Family Office
Louisiana
$271K +$15.5K +136 +7%
RWB
1887
RMR Wealth Builders
New Jersey
$271K +$228 +2 +0.1%
PM
1888
Penbrook Management
New York
$270K -$98.1K -860 -29%
WG
1889
Wealth Group
North Carolina
$269K +$241K +2,111 New
CT
1890
Chicago Trust
Illinois
$269K +$241K +2,112 New
WJA
1891
Willis Johnson & Associates
Texas
$268K -$798 -7 -0.3%
FWI
1892
Facet Wealth Inc
Maryland
$268K -$8.9K -78 -3%
IPW
1893
Inlet Private Wealth
Florida
$268K – – –
DWA
1894
Delap Wealth Advisory
Oregon
$267K +$240K +2,101 New
NCMW
1895
Northern Capital Management (Washington)
Washington
$267K +$240K +2,101 New
OWA
1896
One Wealth Advisors
California
$267K +$239K +2,099 New
CFCI
1897
Comprehensive Financial Consultants Institutional
Indiana
$267K +$15.2K +133 +7%
OCM
1898
One Capital Management
California
$267K -$5.25K -46 -2%
DAM
1899
Diamant Asset Management
Connecticut
$265K +$238K +2,085 New
BA
1900
Bridgewater Associates
Connecticut
$265K -$85K -745 -26%
74 75
76
77 78