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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2101
Emergent Wealth Advisors
New York
$933K +$72.9K +983 +9%
CFM
2102
Catalyst Funds Management
Australia
$932K -$1.38M -18,600 -61%
CA
2103
Calton & Associates
Florida
$928K -$11.9K -160 -1%
PWMG
2104
Prestige Wealth Management Group
New Jersey
$927K +$43.7K +589 +5%
HWA
2105
HMV Wealth Advisors
Louisiana
$927K – – –
MWA
2106
Monograph Wealth Advisors
California
$926K – – –
RA
2107
Rational Advisors
New York
$925K +$804K +10,840 +923%
HW
2108
HORAN Wealth
Ohio
$924K +$8.16K +110 +0.9%
GITFIT
2109
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$924K – – –
AMM
2110
American Money Management
California
$924K -$52.2K -703 -6%
BWA
2111
Basecamp Wealth Advisors
Washington
$923K +$890K +11,989 New
YIM
2112
Yoffe Investment Management
Pennsylvania
$921K – – –
WCP
2113
Wealthcare Capital Partners
Pennsylvania
$920K +$886K +11,947 New
LIA
2114
LBMC Investment Advisors
Tennessee
$920K -$14.6K -197 -2%
WW
2115
Westshore Wealth
California
$919K -$40.1K -540 -4%
DWML
2116
Decker Wealth Management LLC
Tennessee
$919K +$886K +11,934 New
IWM
2117
Iams Wealth Management
Nebraska
$919K +$484K +6,520 +121%
FAN
2118
Financial Advisors Network
California
$917K +$1.41K +19 +0.2%
CIM
2119
Cambria Investment Management
California
$916K +$609K +8,207 +219%
BWA
2120
BlueChip Wealth Advisors
Georgia
$916K -$60.8K -819 -6%
VW
2121
Vantus Wealth
Pennsylvania
$911K +$878K +11,832 New
EI
2122
Ellevest Inc
New York
$911K +$62.2K +838 +8%
JCIA
2123
Jackson Creek Investment Advisors
Colorado
$910K -$24.9K -336 -3%
V
2124
ViaWealth
Kansas
$909K -$91.9K -1,239 -10%
PH
2125
Pinnacle Holdings
Oklahoma
$908K +$21.3K +287 +2%
83 84
85
86 87