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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
2201
Mine & Arao Wealth Creation & Management
California
$12.6K – – –
IFAM
2202
Institutional & Family Asset Management
Colorado
$12.2K – – –
WAS
2203
Winch Advisory Services
Wisconsin
$12.1K +$142 +2 +1%
SC
2204
Steph & Co
Wisconsin
$11.8K – – –
RAM
2205
Riggs Asset Management
Pennsylvania
$11.4K – – –
DF
2206
Dunhill Financial
United Kingdom
$11.3K +$10.2K +143 New
AAP
2207
Arax Advisory Partners
Colorado
$11K -$498 -7 -5%
CAM
2208
Close Asset Management
United Kingdom
$10K – – –
MWA
2209
Miller Wealth Advisors
Colorado
$9.87K – – –
T
2210
Tidemark
California
$9.87K +$8.9K +125 New
JFG
2211
JDM Financial Group
Texas
$9.63K – – –
RWM
2212
Raffa Wealth Management
District of Columbia
$9.55K – – –
LF
2213
Lee Financial
Texas
$9.48K – – –
EAM
2214
Eukles Asset Management
Ohio
$9.47K – – –
VWA
2215
Valued Wealth Advisors
Utah
$9.01K +$9.18K +129 New
MIM
2216
Macroview Investment Management
Maryland
$8.45K +$7.62K +107 New
MFT
2217
Moisand Fitzgerald Tamayo
Florida
$8.29K – – –
RDFA
2218
Ritter Daniher Financial Advisory
Ohio
$7.9K – – –
NSG
2219
Nalls Sherbakoff Group
Tennessee
$7.9K – – –
FRA
2220
Frank Rimerman Advisors
California
$7.82K +$7.05K +99 New
GWSA
2221
Global Wealth Strategies & Associates
Colorado
$7.42K – – –
DPW
2222
DiNuzzo Private Wealth
Pennsylvania
$7.03K +$6.33K +89 New
HF
2223
Halpern Financial
Virginia
$6.71K – – –
LFASL
2224
Lugano Financial Advisors SA (LFA)
Switzerland
$6.24K -$23.6K -332 -81%
HFM
2225
Harvest Fund Management
China
$6K -$7.62K -107 -58%
87 88
89
90 91