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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1851
Consultiva Wealth Management
Puerto Rico
$591K – – –
FFA
1852
Fragasso Financial Advisors
Pennsylvania
$590K +$196K +717 +56%
QL
1853
Quarry LP
New York
$589K +$212K +774 +65%
WC
1854
Westerkirk Capital
$588K +$534K +1,955 New
TCM
1855
Traynor Capital Management
Pennsylvania
$587K +$69.2K +253 +15%
RCM
1856
Raleigh Capital Management
North Carolina
$587K +$131K +479 +33%
WCM
1857
WealthBridge Capital Management
Ohio
$586K +$49.7K +182 +10%
MIFH
1858
Migdal Insurance & Financial Holdings
Israel
$585K – – –
AC
1859
AIFG Consultants
New York
$584K -$4.92K -18 -0.9%
SOW
1860
State of Wyoming
Wyoming
$584K -$568K -2,077 -52%
MHC
1861
May Hill Capital
Massachusetts
$582K +$27.3K +100 +5%
NBWM
1862
North Berkeley Wealth Management
California
$581K – – –
ACM
1863
Ascent Capital Management
Oregon
$580K -$94.3K -345 -15%
RGC
1864
Roberts, Glore & Co
Illinois
$579K -$1.09K -4 -0.2%
FC
1865
Fusion Capital
South Carolina
$578K -$820 -3 -0.2%
WP
1866
WealthPLAN Partners
Nebraska
$577K +$6.01K +22 +1%
CCAM
1867
Cascades Capital Asset Management
North Carolina
$577K – – –
DWM
1868
Dopkins Wealth Management
New York
$577K – – –
GKWIM
1869
Gerber Kawasaki Wealth & Investment Management
California
$576K +$97.9K +358 +23%
IG
1870
IFS Group
Pennsylvania
$575K +$523K +1,912 New
SP
1871
Stonebrook Private
Michigan
$572K +$30.9K +113 +6%
FPL
1872
Fortress Private Ledger
North Carolina
$569K +$212K +777 +70%
JEST
1873
JTC Employer Solutions Trustee
Jersey
$569K – – –
NWM
1874
Northwest Wealth Management
Iowa
$569K +$18.9K +69 +4%
SRC
1875
Shufro Rose & Co
New York
$566K – – –
73 74
75
76 77