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Name Holding Trade Value Shares
Change 		Change in
Stake
OKSA
3251
O'Keefe Stevens Advisory
New York
$224K +$2.23K +14 +1%
NEWAS
3252
N.E.W. Advisory Services
Wisconsin
$224K -$73.7K -462 -24%
CWM
3253
Collaborative Wealth Management
Florida
$223K – – –
FA
3254
Fiducient Advisors
Illinois
$222K +$5.9K +37 +3%
MS
3255
Mizuho Securities
Japan
$222K +$226K +1,420 New
MCA
3256
Magnolia Capital Advisors
Mississippi
$222K +$226K +1,418 New
AWM
3257
Arista Wealth Management
Nevada
$221K +$225K +1,413 New
SGAM
3258
Smith Group Asset Management
Texas
$220K -$5.2M -32,587 -96%
AMCA
3259
Arthur M. Cohen & Associates
Illinois
$220K – – –
HIG
3260
Heritage Investment Group
Florida
$219K – – –
MHS
3261
M Holdings Securities
Oregon
$219K +$223K +1,401 New
SIAM
3262
Sterling Investment Advisors (Missouri)
Missouri
$219K – – –
1WM
3263
1858 Wealth Management
Ohio
$218K +$957 +6 +0.4%
C
3264
Covestor
United Kingdom
$218K -$6.86K -43 -3%
AC
3265
Annandale Capital
Texas
$218K – – –
OFW
3266
Omnia Family Wealth
Florida
$218K -$3.03K -19 -1%
CWA
3267
Consilio Wealth Advisors
Washington
$217K +$11.5K +72 +5%
AIA
3268
AIMZ Investment Advisors
California
$217K -$29K -182 -12%
DW30
3269
Drucker Wealth 3.0
New Jersey
$216K +$221K +1,383 New
VBWMG
3270
Von Berge Wealth Management Group
California
$216K -$79.3K -497 -26%
CCM
3271
Chiron Capital Management
Florida
$216K – – –
QCIG
3272
Quad-Cities Investment Group
Iowa
$215K – – –
SWP
3273
Semus Wealth Partners
Florida
$215K -$43.1K -270 -16%
TW
3274
Traveka Wealth
California
$215K -$53.1K -333 -20%
NG
3275
Northstar Group
New York
$214K – – –
129 130
131
132 133