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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
3001
Invictus Private Wealth
Colorado
$536K -$390 -1 -0.1%
AWA
3002
Arbor Wealth Advisors
Michigan
$535K – – –
CP
3003
Clarendon Private
Massachusetts
$535K -$59.2K -152 -9%
WAM
3004
WFA Asset Management
Wisconsin
$535K +$74K +190 +16%
AWM
3005
Able Wealth Management
New Jersey
$535K +$307K +788 +117%
OAS
3006
Optivise Advisory Services
Tennessee
$534K +$44.4K +114 +8%
PP
3007
PFS Partners
New Jersey
$533K -$2.73K -7 -0.5%
PP
3008
PrairieView Partners
Minnesota
$532K +$19.9K +51 +4%
AL
3009
ADE LLC
Maryland
$532K – – –
WBCM
3010
Wilson & Boucher Capital Management
California
$531K – – –
PWP
3011
Prasad Wealth Partners
Ohio
$531K -$23K -59 -4%
CCA
3012
Cora Capital Advisors
New Jersey
$530K +$390 +1 +0.1%
FWM
3013
Finer Wealth Management
Massachusetts
$528K +$390 +1 +0.1%
SWA
3014
Strategies Wealth Advisors
Michigan
$528K +$561K +1,439 New
SFP
3015
Sandbox Financial Partners
Maryland
$527K +$12.1K +31 +2%
MGWM
3016
Marks Group Wealth Management
Minnesota
$527K +$779 +2 +0.1%
HFS
3017
Heritage Financial Services
Massachusetts
$526K -$50.3K -129 -8%
SWM
3018
SFG Wealth Management
Maryland
$523K -$118K -303 -18%
WH
3019
Willner & Heller
California
$523K -$5.07K -13 -0.9%
CP
3020
Creekside Partners
California
$522K +$1.95K +5 +0.4%
IDA
3021
Intelligence Driven Advisers
California
$522K -$80.7K -207 -13%
PC
3022
Promus Capital
Illinois
$522K +$36.6K +94 +7%
SCM
3023
Sunbeam Capital Management
Georgia
$521K +$3.12K +8 +0.6%
MC
3024
Matisse Capital
Oregon
$521K +$1.95K +5 +0.4%
AWA
3025
AGH Wealth Advisors
Kansas
$521K +$3.12K +8 +0.6%
119 120
121
122 123