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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2476
MinichMacGregor Wealth Management
New York
$587K +$6.11K +35 +1%
SQA
2477
Simon Quick Advisors
New Jersey
$587K +$306K +1,754 +116%
BPFA
2478
Barnes Pettey Financial Advisors
Mississippi
$586K -$24.3K -139 -4%
RWP
2479
Revolve Wealth Partners
New Jersey
$585K -$183K -1,049 -24%
AC
2480
Addison Capital
Pennsylvania
$585K -$15.2K -87 -3%
HA
2481
HC Advisors
Georgia
$584K -$40K -229 -7%
AIA
2482
Angeles Investment Advisors
California
$584K +$567K +3,252 New
CA
2483
Crumly & Associates
Illinois
$584K -$11K -63 -2%
FC
2484
Fusion Capital
South Carolina
$583K -$1.57K -9 -0.3%
KBG
2485
Kahn Brothers Group
New York
$583K – – –
WMG
2486
WESCAP Management Group
California
$581K +$5.41K +31 +1%
CWC
2487
Carolinas Wealth Consulting
North Carolina
$581K +$50.6K +290 +1%
RK
2488
Rather & Kittrell
Tennessee
$580K -$67.9K -389 -11%
XT
2489
XTX Topco
Cayman Islands
$580K +$563K +3,229 New
FC
2490
Financial Consulate
Maryland
$575K – – –
PWM
2491
Paulson Wealth Management
Illinois
$573K +$698 +4 +0.1%
JEST
2492
JTC Employer Solutions Trustee
Jersey
$572K – – –
MAC
2493
Mason & Associates (California)
California
$572K +$224K +1,282 +67%
FFG
2494
Fortem Financial Group
California
$571K -$5.06K -29 -0.9%
UF
2495
Univest Financial
Pennsylvania
$570K – – –
PWM
2496
Purus Wealth Management
California
$570K -$1.22K -7 -0.2%
BFS
2497
Bickling Financial Services
Massachusetts
$567K +$3.84K +22 +0.7%
BBWP
2498
Beacon Bridge Wealth Partners
Pennsylvania
$567K +$551K +3,159 New
LJAC
2499
L.J. Altfest & Co
New York
$567K +$5.76K +33 +1%
SIMM
2500
Stillwater Investment Management (Minnesota)
Minnesota
$567K +$4.54K +26 +0.8%
98 99
100
101 102