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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1926
Drive Wealth Management
Utah
$1.72M +$132K +709 +7%
TWM
1927
Tradition Wealth Management
Minnesota
$1.71M -$43.6K -234 -2%
GS
1928
GWN Securities
Florida
$1.71M +$67.4K +362 +4%
CFO
1929
CVA Family Office
Colorado
$1.71M +$106K +568 +6%
CMI
1930
Clare Market Investments
Texas
$1.71M +$1.32M +7,086 +221%
DAM
1931
Delta Asset Management
Tennessee
$1.7M +$7.45K +40 +0.4%
WP
1932
WealthSpring Partners
California
$1.7M +$13K +70 +0.7%
SFO
1933
Stenger Family Office
Illinois
$1.7M +$351K +1,884 +23%
MTC
1934
McDaniel Terry & Co
Texas
$1.69M +$1.3K +7 +0.1%
AWG
1935
Altus Wealth Group
Colorado
$1.69M -$19.9K -107 -1%
MCM
1936
Manchester Capital Management
Vermont
$1.69M +$58.3K +313 +3%
CAS
1937
Coppell Advisory Solutions
Texas
$1.69M +$671K +3,603 New
AOWM
1938
Asset One Wealth Management
Washington
$1.68M +$78.4K +421 +5%
HSWM
1939
Hubbell Strickland Wealth Management
Louisiana
$1.68M +$10.2K +55 +0.5%
SFA
1940
Souders Financial Advisors
Ohio
$1.68M +$107K +575 +6%
WPA
1941
West Paces Advisors
Georgia
$1.68M +$133K +716 +8%
KCM
1942
Kathmere Capital Management
Pennsylvania
$1.68M +$222K +1,192 +13%
HA
1943
Harfst & Associates
Wyoming
$1.67M -$19.7K -106 -1%
OBWG
1944
Onyx Bridge Wealth Group
New York
$1.67M -$235K -1,262 -11%
LNB
1945
Ledyard National Bank
$1.67M -$32.4K -174 -2%
MRP
1946
Measured Risk Portfolios
California
$1.67M +$167K +896 +10%
MWM
1947
Maridea Wealth Management
New York
$1.67M +$1.26M +6,748 +204%
BPCE
1948
Bank Pictet & Cie (Europe)
Germany
$1.67M -$23.8K -128 -1%
API
1949
Asset Planning Inc
California
$1.66M +$44.5K +239 +2%
FCM
1950
Fieldview Capital Management
Michigan
$1.66M +$1.5M +8,067 +413%
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78
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