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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2201
Keebeck Wealth Management
Illinois
$852K +$181K +2,317 +27%
OBWG
2202
Onyx Bridge Wealth Group
New York
$852K +$14.2K +182 +2%
TVPW
2203
Third View Private Wealth
Connecticut
$851K +$148K +1,887 +21%
WAL
2204
W Advisors LLC
Tennessee
$850K -$1.96K -25 -0.2%
WF
2205
Wayfinding Financial
Washington
$850K +$33K +421 +4%
SFG
2206
Sunburst Financial Group
Alabama
$846K -$5.17K -66 -0.6%
TCOO
2207
Trust Company of Oklahoma
Oklahoma
$846K +$99K +1,265 +13%
OL
2208
OneFund LLC
Florida
$844K -$65.4K -836 -7%
HIA
2209
HFM Investment Advisors
New Jersey
$844K – – –
MSA
2210
Marino Stram & Associates
Massachusetts
$844K +$21.7K +277 +3%
STA
2211
Smith Thornton Advisors
Alabama
$844K -$14.8K -189 -2%
FAN
2212
Financial Advisors Network
California
$844K -$80.9K -1,033 -9%
EV
2213
EJMK Ventures
Illinois
$843K +$211K +2,693 +33%
PIA
2214
Powell Investment Advisors
Florida
$842K – – –
DOA
2215
D'Orazio & Associates
Virginia
$841K +$35.6K +455 +4%
B
2216
Bellecapital
Switzerland
$839K -$1.39M -17,733 -62%
QFW
2217
QTR Family Wealth
Florida
$839K +$13.9K +177 +2%
PWA
2218
Phoenix Wealth Advisors
North Carolina
$837K -$196K -2,506 -19%
AFG
2219
Allegheny Financial Group
Pennsylvania
$836K +$11.7K +149 +1%
ME
2220
McIlrath & Eck
Washington
$834K -$10.9K -139 -1%
JEST
2221
JTC Employer Solutions Trustee
Jersey
$834K – – –
LAM
2222
LOM Asset Management
$833K +$35.6K +455 +4%
AMG
2223
Asset Management Group
Connecticut
$833K -$69.5K -888 -8%
DS
2224
DRW Securities
Illinois
$833K +$845K +10,794 New
WFM
2225
Wolff Financial Management
Michigan
$831K – – –
87 88
89
90 91