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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1851
Opal Wealth Advisors
New York
$1.01M +$284K +4,610 +39%
FWM
1852
Finer Wealth Management
Massachusetts
$1.01M – – –
PCS
1853
Personal CFO Solutions
New Jersey
$1.01M +$240K +3,905 +31%
VCM
1854
Versant Capital Management
Arizona
$1.01M +$538K +8,742 +115%
MMM
1855
Mendel Money Management
Illinois
$1.01M -$1.6K -26 -0.2%
ARC
1856
Advisor Resource Council
Texas
$1.01M +$1.01M +16,416 New
FFS
1857
Founders Financial Securities
Maryland
$1.01M +$92.7K +1,506 +9%
AWM
1858
Aries Wealth Management
Maine
$1.01M -$78.5K -1,275 -7%
LI
1859
LRI Investments
Florida
$1M -$26.9K -437 -3%
AF
1860
Advisornet Financial
Minnesota
$1M +$3.14K +51 +0.3%
CCP
1861
Cushing Capital Partners
Wisconsin
$1M +$1M +16,260 New
AGWCA
1862
Annis Gardner Whiting Capital Advisors
Florida
$1M +$1.54K +25 +0.2%
RWPA
1863
Richard W. Paul & Associates
Michigan
$1M -$26.7K -434 -3%
IPW
1864
Impact Partnership Wealth
Georgia
$1M -$415K -6,733 -29%
MDA
1865
Minot DeBlois Advisors
Massachusetts
$998K -$28.9K -469 -3%
NL
1866
Navalign LLC
California
$998K -$37.1K -602 -4%
ACS
1867
Archford Capital Strategies
Illinois
$998K -$71K -1,154 -7%
DWM
1868
Drive Wealth Management
Utah
$998K -$12.3K -199 -1%
FAIM
1869
Financial Advocates Investment Management
Washington
$990K -$2.23M -36,249 -69%
MFF
1870
Michels Family Financial
Texas
$990K +$14K +228 +1%
LWM
1871
Lyell Wealth Management
California
$986K -$18.5K -300 -2%
MCWA
1872
Meadow Creek Wealth Advisors
Georgia
$985K -$4.31K -70 -0.4%
WDC
1873
Woodward Diversified Capital
California
$981K +$36.6K +595 +4%
FC
1874
FCA Corp
Texas
$980K -$10.8K -175 -1%
GI
1875
GAMCO Investors
Connecticut
$979K -$102K -1,655 -9%
73 74
75
76 77