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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2576
Sculati Wealth Management
Michigan
$445K -$21.6K -73 -4%
BCMLT
2577
Beacon Capital Management LLC (Tennessee)
Tennessee
$445K – – –
RA
2578
Riverstone Advisors
Texas
$445K +$106K +358 +28%
AWA
2579
Amplius Wealth Advisors
Pennsylvania
$444K -$237K -803 -33%
WAM
2580
WNY Asset Management
New York
$444K +$295 +1 +0.1%
KW
2581
KWB Wealth
California
$444K +$4.13K +14 +0.9%
CBFP
2582
Cedar Brook Financial Partners
Ohio
$443K +$5.91K +20 +1%
PWA
2583
Primoris Wealth Advisors
Florida
$442K +$23.6K +80 +5%
LGA
2584
Lebenthal Global Advisors
New York
$438K -$353K -1,194 -43%
MSA
2585
Marino Stram & Associates
Massachusetts
$434K -$41.3K -140 -8%
EWA
2586
Encompass Wealth Advisors
Oregon
$433K – – –
IAS
2587
IMA Advisory Services
Colorado
$432K +$465K +1,575 New
AL
2588
ADE LLC
Maryland
$431K – – –
AC
2589
Asio Capital
Kentucky
$431K – – –
RWMH
2590
Riverpoint Wealth Management Holdings
Illinois
$431K +$886 +3 +0.2%
ERWM
2591
Elk River Wealth Management
Colorado
$430K – – –
SAM
2592
SignalPoint Asset Management
Missouri
$430K +$4.43K +15 +1%
LFA
2593
Laraway Financial Advisors
Minnesota
$428K -$14.8K -50 -3%
MPCG
2594
Matrix Private Capital Group
New York
$428K -$13K -44 -3%
MFC
2595
Morris Financial Concepts
South Carolina
$426K -$590 -2 -0.1%
AWC
2596
Abundance Wealth Counselors
Pennsylvania
$426K – – –
EA
2597
Emerald Advisers
Pennsylvania
$425K -$10.3K -35 -2%
BAM
2598
Bellevue Asset Management
Washington
$425K – – –
PCMC
2599
Private Capital Management (Colorado)
Colorado
$425K – – –
KWM
2600
Kaydan Wealth Management
Michigan
$425K -$5.91K -20 -1%
102 103
104
105 106