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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2951
IVC Wealth Advisors
Pennsylvania
$464K +$11.4K +75 +3%
PSF
2952
Pacific Sun Financial
California
$464K -$67.6K -444 -13%
HWMT
2953
Heritage Wealth Management (Texas)
Texas
$463K -$29.2K -192 -6%
TW
2954
Traveka Wealth
California
$462K -$32.7K -215 -7%
HFS
2955
Heritage Financial Services
Massachusetts
$462K -$18.7K -123 -4%
MCM
2956
MV Capital Management
Maryland
$461K +$60K +394 +15%
DE
2957
DV Equities
Illinois
$460K +$460K +3,019 New
TP
2958
Tranquility Partners
Tennessee
$460K -$18.1K -119 -4%
CCG
2959
Chatham Capital Group
Georgia
$460K +$22.2K +146 +5%
IA
2960
Invested Advisors
Pennsylvania
$459K +$12.6K +83 +3%
JBI
2961
John Boyer Inc
Florida
$459K -$1.11M -7,282 -71%
CWM
2962
Collaborative Wealth Management
Florida
$458K +$240K +1,577 +111%
WAL
2963
W Advisors LLC
Tennessee
$457K +$305 +2 +0.1%
CFS
2964
Coordinated Financial Services
Colorado
$457K +$47.7K +313 +12%
ACM
2965
Ashford Capital Management
Delaware
$457K – – –
SMA
2966
Seven Mile Advisory
New Jersey
$456K -$158K -1,038 -26%
AA
2967
Aufman Associates
Pennsylvania
$455K +$3.65K +24 +0.8%
MCM
2968
Morton Capital Management
California
$454K -$68.5K -450 -13%
CA
2969
Crane Advisory
California
$454K +$4.11K +27 +1%
ACM
2970
Academy Capital Management
Texas
$453K – – –
IPWA
2971
International Private Wealth Advisors
California
$453K +$1.68K +11 +0.4%
CWP
2972
Curated Wealth Partners
California
$453K +$115K +756 +34%
GHAM
2973
Gilman Hill Asset Management
Connecticut
$453K +$13.7K +90 +3%
CWM
2974
Cabot Wealth Management
Massachusetts
$452K – – –
HC
2975
Hara Capital
Washington
$452K – – –
117 118
119
120 121