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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3151
Ameliora Wealth Management
Switzerland
$294K – – –
GSWM
3152
Greenup Street Wealth Management
Michigan
$293K -$7.75K -55 -3%
DWM
3153
Denver Wealth Management
Colorado
$293K -$11.4K -81 -4%
TPW
3154
Talon Private Wealth
Florida
$292K +$35.8K +254 +14%
RPCA
3155
Running Point Capital Advisors
California
$292K -$6.34K -45 -2%
CIM
3156
Chapman Investment Management
California
$291K -$31.7K -225 -10%
DA
3157
Dash Acquisitions
California
$291K – – –
TCOK
3158
Trust Company of Kansas
Kansas
$290K – – –
WC
3159
Weil Company
California
$290K -$36.8K -261 -11%
NMG
3160
New Millennium Group
Utah
$290K +$148K +1,047 +107%
GWM
3161
Grand Wealth Management
Michigan
$290K +$285K +2,022 New
SAS
3162
Spurstone Advisory Services
Connecticut
$289K – – –
VFPW
3163
Vantage Financial Partners (Wisconsin)
Wisconsin
$289K +$14K +99 +5%
SCG
3164
Sonata Capital Group
Washington
$289K +$14.1K +100 +5%
WPW
3165
Watershed Private Wealth
Illinois
$289K – – –
FP
3166
Financial Perspectives
Minnesota
$288K +$44.8K +318 +19%
SWP
3167
ShoreHaven Wealth Partners
New Jersey
$288K -$705 -5 -0.2%
KFA
3168
Krane Funds Advisors
New York
$287K +$37.6K +267 +15%
WWC
3169
Waypoint Wealth Counsel
Georgia
$287K -$45K -319 -14%
LKWM
3170
Lee-Kelleher Wealth Management
Maryland
$287K -$59.8K -424 -17%
SC
3171
Slow Capital
California
$286K – – –
LA
3172
Lakeside Advisors
Washington
$286K -$27.8K -197 -9%
TIP
3173
Tandem Investment Partners
New Jersey
$286K +$40.9K +290 +17%
HCM
3174
Hilton Capital Management
New York
$286K -$12.1K -86 -4%
CWMK
3175
Caliber Wealth Management (Kansas)
Kansas
$286K +$20.6K +146 +8%
125 126
127
128 129