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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3051
Platt Wealth Management
California
$474K -$43.9K -135 -9%
RIM
3052
Redwood Investment Management
Arizona
$473K +$15.3K +47 +4%
MSG
3053
Main Street Group
Virginia
$473K +$976 +3 +0.2%
PWM
3054
Purus Wealth Management
California
$473K -$250K -769 -36%
FFG
3055
Forum Finance Group
$472K +$130K +401 +32%
HWM
3056
HFR Wealth Management
New York
$472K – – –
KWM
3057
Kaydan Wealth Management
Michigan
$470K -$6.18K -19 -1%
OC
3058
Optima Capital
Oregon
$469K +$3.58K +11 +0.8%
WA1
3059
Wimmer Associates 1
California
$469K -$55.3K -170 -11%
TA
3060
Tectonic Advisors
Texas
$468K +$5.21K +16 +1%
MFP
3061
Meridian Financial Partners
Virginia
$468K -$103K -316 -19%
NPT
3062
National Philanthropic Trust
Pennsylvania
$468K +$128K +394 +42%
KG
3063
Kilter Group
New York
$468K -$14K -43 -3%
OLA
3064
Oliver Luxxe Assets
New Jersey
$467K -$80.4K -247 -16%
FWSM
3065
First Wilshire Securities Management
California
$467K – – –
LWM
3066
LeConte Wealth Management
Tennessee
$467K -$43.9K -135 -9%
CCM
3067
Chickasaw Capital Management
Tennessee
$466K +$81.3K +250 +23%
RFN
3068
RDA Financial Network
Iowa
$466K -$1.38M -4,250 -76%
SCM
3069
Saxony Capital Management
Missouri
$466K +$16.6K +51 +4%
LGA
3070
Lebenthal Global Advisors
New York
$466K -$27.3K -84 -6%
AW
3071
Ankerstar Wealth
Texas
$465K +$26.7K +82 +7%
TA
3072
Townsend & Associates
Colorado
$464K -$5.53K -17 -1%
AWA
3073
AGH Wealth Advisors
Kansas
$464K +$11.1K +34 +3%
TA
3074
TPG Advisors
Illinois
$464K +$44.2K +136 +12%
BW
3075
Basepoint Wealth
Iowa
$463K +$2.93K +9 +0.7%
121 122
123
124 125