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Name Holding Trade Value Shares
Change 		Change in
Stake
GCWM
2951
Graham Capital Wealth Management
District of Columbia
$507K -$7.29K -20 -2%
KFS
2952
Keynote Financial Services
Connecticut
$507K -$72.9K -200 -14%
FHWM
2953
Fox Hill Wealth Management
Massachusetts
$507K +$365 +1 +0.1%
ERIC
2954
Eagle Rock Investment Company
Georgia
$507K -$82.4K -226 -15%
FNWA
2955
Financial Network Wealth Advisors
Utah
$507K -$29.5K -81 -6%
B
2956
Bellecapital
Switzerland
$506K – – –
OWG
2957
Oxford Wealth Group
Florida
$506K +$4.38K +12 +1%
VFP
2958
Verus Financial Partners
Virginia
$506K +$7.66K +21 +2%
RA
2959
Rise Advisors
New York
$505K -$11.7K -32 -3%
IIL
2960
Insight Inv LLC
California
$505K +$9.12K +25 +2%
OCM
2961
Objective Capital Management
Ohio
$504K +$454K +1,245 New
OAS
2962
Optivise Advisory Services
Tennessee
$504K -$80.2K -220 -15%
BCFD
2963
Boit C.F. David
$504K – – –
FWM
2964
Forza Wealth Management
Florida
$502K +$19K +52 +4%
GFWA
2965
Grey Fox Wealth Advisors
Delaware
$502K +$7.66K +21 +2%
CCMI
2966
Creative Capital Management Investments
California
$501K – – –
SPI
2967
Sutton Place Investors
New York
$501K +$33.2K +91 +8%
C1AG
2968
Client 1st Advisory Group
Florida
$501K +$206K +566 +84%
SWRP
2969
Summit Wealth & Retirement Planning
California
$500K -$19.7K -54 -4%
OLA
2970
Oliver Luxxe Assets
New Jersey
$498K -$12.8K -35 -3%
VBFG
2971
Vishria Bird Financial Group
Tennessee
$498K – – –
ALC
2972
Alexander Labrunerie & Co
Missouri
$498K +$88.6K +243 +25%
IF
2973
IRON Financial
Illinois
$497K -$6.93K -19 -2%
FFA
2974
Frazier Financial Advisors
Ohio
$497K -$17.5K -48 -4%
WFA
2975
Wellspring Financial Advisors
Ohio
$496K +$74.8K +205 +20%
117 118
119
120 121