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Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1701
TCV Trust & Wealth Management
Virginia
$831K -$7.45M -84,512 -90%
LA
1702
LexAurum Advisors
Kansas
$831K -$132K -1,500 -14%
JWM
1703
Jupiter Wealth Management
Colorado
$830K +$99.2K +1,125 +14%
TIA
1704
Trust Investment Advisors
Indiana
$830K -$346K -3,928 -30%
MW
1705
Marcum Wealth
Ohio
$828K -$74.7K -847 -8%
SFP
1706
Sweet Financial Partners
Minnesota
$828K -$7.41K -84 -0.9%
PWMG
1707
Prestige Wealth Management Group
New Jersey
$824K +$106K +1,199 +15%
BA
1708
Bridge Advisory
California
$823K -$38.5K -437 -5%
WDA
1709
Wendell David Associates
New Hampshire
$822K -$173K -1,961 -18%
NG
1710
Norden Group
Utah
$821K -$306K -3,466 -28%
VF
1711
VitalStone Financial
Texas
$820K +$691K +7,833 +628%
WIM
1712
Westside Investment Management
California
$819K -$290K -3,288 -27%
SQA
1713
Simon Quick Advisors
New Jersey
$819K +$48.8K +554 +7%
HHAA
1714
Henry H. Armstrong Associates
Pennsylvania
$818K – – –
BWP
1715
Baldwin Wealth Partners
Massachusetts
$817K -$48.9K -555 -6%
SP
1716
Symmetry Partners
Connecticut
$817K +$452K +5,129 +131%
SP
1717
Successful Portfolios
Florida
$814K +$56.2K +637 +8%
ZIG
1718
Zullo Investment Group
Pennsylvania
$813K -$13K -147 -2%
JF
1719
Joule Financial
Kentucky
$812K +$528K +5,985 +199%
CHAM
1720
Clear Harbor Asset Management
Connecticut
$811K -$133K -1,505 -14%
EI
1721
Ellevest Inc
New York
$810K +$263K +2,979 +50%
VW
1722
Vance Wealth
California
$809K -$42.9K -487 -5%
GGS
1723
Galvin Gaustad & Stein
Arizona
$809K -$16.3M -185,422 -95%
CAM
1724
Chesapeake Asset Management
New York
$808K -$32.6K -370 -4%
AGAM
1725
Audent Global Asset Management
California
$805K -$183K -2,080 -19%
67 68
69
70 71