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Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
3001
Omnia Family Wealth
Florida
$393K +$11.8K +38 +3%
FCG
3002
Fielder Capital Group
Tennessee
$392K +$351K +1,132 New
BWA
3003
Beam Wealth Advisors
Louisiana
$392K +$7.12K +23 +2%
AR
3004
Apeiron RIA
Texas
$390K +$53K +171 +18%
OR
3005
Olympiad Research
Connecticut
$390K +$83.3K +269 +31%
SGAM
3006
Smith Group Asset Management
Texas
$390K +$349K +1,126 New
IWA
3007
Inspirion Wealth Advisors
Illinois
$389K +$36.9K +119 +12%
TFA
3008
Teamwork Financial Advisors
Texas
$388K -$317K -1,022 -48%
MA
3009
MKT Advisors
California
$388K +$5.26K +17 +2%
FFA
3010
Fortune Financial Advisors
Kansas
$387K +$5.57K +18 +2%
BFA
3011
Beacon Financial Advisory
Ohio
$387K -$5.26K -17 -2%
CSWM
3012
Cassady Schiller Wealth Management
Ohio
$387K – – –
CPIA
3013
Cornell Pochily Investment Advisors
New York
$387K -$310 -1 -0.1%
BWCS
3014
Beirne Wealth Consulting Services
Connecticut
$387K +$345K +1,113 New
MWM
3015
MinichMacGregor Wealth Management
New York
$387K +$345K +1,115 New
CH
3016
Canton Hathaway
Rhode Island
$386K – – –
CPL
3017
CAP Partners LLC
Tennessee
$386K +$345K +1,113 New
LAM
3018
Lifestyle Asset Management
Texas
$386K -$15.2K -49 -4%
FFWA
3019
FRG Family Wealth Advisors
Washington
$384K -$395K -1,275 -54%
CAM
3020
Cacti Asset Management
Georgia
$383K +$310K +1,000 +1,000%
HWM
3021
Howard Wealth Management
Connecticut
$383K -$7.74K -25 -2%
SAM
3022
Sequent Asset Management
Texas
$383K – – –
CFA
3023
Camarda Financial Advisors
Florida
$383K -$33.1K -107 -9%
AFO
3024
Arrowroot Family Office
California
$382K +$10.8K +35 +3%
WCA
3025
Waypoint Capital Advisors
Minnesota
$381K +$15.8K +51 +5%
119 120
121
122 123